Add a host

SUMMARY

There are 3 ways to add a host into the VisitUs Reception system: Manual entry, CSV upload, or Microsoft Entra ID sync.

STEPS

1. Go to Hosts / Employees in the left navigation sidebar.

2. Click the Add Host button in the top right corner.

3. Choose your preferred method from the tabs:

Manual Form

1. Select the Manual tab.

2. Fill in the required fields: First Name, Surname, and Email.

3. (Optional) Add Company/Dept, Phone, and assign a Primary Location.

4. Toggle any additional roles (e.g., Fire Marshal, First Aider).

5. Click Add to save the host.

CSV upload

1. Select the CSV tab.

2. Click Template to download the CSV template file.

3. Populate the template with your host details and save it.

4. Drag and drop your file into the upload area or click Browse to select it.

5. Click Import to process the file.

Microsoft Entra ID (Active Directory)

1. Select the Entra ID tab.

2. Follow the prompts to configure the integration (requires Microsoft admin permissions).

VALIDATION CHECKLIST

– The new host appears in the Hosts list.

– If using CSV, all valid rows are imported successfully.

TROUBLESHOOTING

– Problem: CSV upload fails.

– Fix: Ensure you have not changed the header columns in the template and that all mandatory fields are populated.

– Problem: Email already exists.

– Fix: Check if the host is already in the system (or hidden). Update the existing record instead of creating a new one.