How to add a logo to your tablet and web portal
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, iPad App PREREQUISITES• You are logged in to the VisitUs dashboard.• You have a logo image file (PNG recommended, 512x512px). STEPS HEADINGUpload Logo SUMMARY Upload your company logo to display it on the iPad app and web dashboard portal. STEPS 1. Go to User Interface in the left sidebar. 2.
How to add a background image to your tablet
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard.• You have high-quality images (landscape orientation recommended). STEPS HEADINGUpload Images SUMMARY Customize the welcome screen of the iPad app by uploading your own background images. You can upload up to 5 images to create a slideshow. STEPS 1. Go
How to delete a host
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1–2 minutes APPLIES TO MODULESHosts / Staff PREREQUISITES* You have Admin access to the dashboard.* The host to be deleted exists in the system. STEPS HEADINGHow to Delete a host SUMMARY Remove a host or employee from the system to revoke their access and remove them from the iPad search results. STEPS 1. Log in
How to hide a host from appearing in the host search results
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, iPad App PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGHide a host SUMMARY Hide a host from the visitor check-in search while keeping their account active for sign-in/out. STEPS 1. Go to Hosts / Employees in the sidebar. 2. Search for the host you want to
How to record breaks
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, iPad App, Smartphone PREREQUISITES• You are logged in to the VisitUs dashboard.• You have a sign-in type created for staff or employees. STEPS HEADINGRecording a break (iPad/Tablet) SUMMARY Allow staff or employees to record their break times (start and end) using the sign-in app or dashboard. STEPS 1. On
Import hosts / employees using a CSV file
REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5 minutes APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. STEPS HEADINGImport via CSV SUMMARY Bulk import multiple hosts or employees at once using a CSV spreadsheet. STEPS 1. Go to Hosts / Employees in the sidebar. 2. Click on the Add Host button in the top right. 3. Select
How to remove the contactless QR code from the iPad
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, iPad PREREQUISITESYou are logged in to the VisitUs dashboard. STEPS HEADINGHide the contactless QR code SUMMARY How to hide the QR code that appears on the main screen of the iPad for contactless sign-in. STEPS 1. Go to User Interface in the left navigation sidebar. 2. Click the Display tab first,
Import hosts / employees using Active Directory
REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5-10 minutes APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard.• You have admin access to your Microsoft Entra ID tenant. STEPS HEADINGConfigure Entra ID Sync SUMMARY Sync your Microsoft Entra ID (formerly Azure Active Directory) users with VisitUs to automatically manage hosts. STEPS 1. Go to Hosts / Employees in
Import visitor data from another system
REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5-10 minutes APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard.• You have a CSV export of your data from the previous system. STEPS HEADINGDownload Template and Import SUMMARY Import historical visitor sign-in data from a previous system into VisitUs via CSV. STEPS 1. Go to Reporting in the sidebar. 2.
Link a device to your account (iPad / Android tablet)
REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, iPad App, Android App PREREQUISITES• You have downloaded the VisitUs Reception app on your iPad or Android tablet.• You are logged in to the VisitUs dashboard on a computer. STEPS HEADINGEnter Code on Tablet SUMMARY Connect your iPad or Android tablet to the VisitUs account to start processing