Quickly sign in visitors from the dashboard

REQUIRED ACCESS

Admin, Receptionist

DIFFICULTY

Basic

ESTIMATED TIME

1 minute

APPLIES TO MODULES

Dashboard, Visitor Management

PREREQUISITES

You are logged in to the VisitUs dashboard.

STEPS HEADING

Sign in a visitor

SUMMARY

Manually sign in a visitor from the dashboard. This is useful if a visitor forgets to sign in on the iPad or if you are managing entry from a reception desk.

STEPS

1. Click the Sign In button in the top left area of the dashboard (or within the Visitor management section).

2. The Sign in a visitor form will appear.

3. Select the Sign-in type (e.g., Visitor, Contractor).

4. Enter the visitor's details:

* First Name (Required)

* Last Name (Required)

* Email

* Mobile

5. Select the Host they are visiting (if applicable).

6. Click Sign In to complete the process.

VALIDATION CHECKLIST

– A "Signing visitor in…" message appears.

– The visitor appears in the Signed-In list on the dashboard.

TROUBLESHOOTING

Problem: Button is disabled or sign-in fails.

Fix: Ensure the Sign-in type is selected and all required fields are filled.