Dashboard

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME2 minutes APPLIES TO MODULESDashboard, SMS PREREQUISITESYou are logged in to the VisitUs dashboard. SUMMARY Troubleshooting steps if you are not receiving SMS notifications from the system. STEPS 1. Go to Location Settings in the left navigation sidebar. 2. Click on the SMS tab. 3. Check Enable SMS notifications: * Ensure the toggle switch for

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME2 minutes APPLIES TO MODULESiPad App PREREQUISITES• You are logged in to the VisitUs dashboard. SUMMARY Automatically mark visitor sign-ins as "Late" if they occur after a specified time of day. STEPS 1. Go to Sign-in Types in the left sidebar. 2. Select the Visitor (or relevant) sign-in type. 3. Click on Sign

REQUIRED ACCESS Admin DIFFICULTY Intermediate ESTIMATED TIME 5–10 minutes APPLIES TO MODULES Visitor, Contractor, Staff PREREQUISITES * You have Admin access to the dashboard. * At least one Sign-in Type is configured. SUMMARY Configure the system to flag visitors as "late" if they sign in after a specific time. This helps in tracking punctuality for interviews, contractors, or staff. STEPS 1. Log in to

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. SUMMARY Connect your iPad or Android tablet to the VisitUs account to start processing visitors. STEPS 1. Open the

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. SUMMARY Import historical visitor sign-in data from a previous system into VisitUs via CSV. STEPS 1. Go to Reporting in the sidebar. 2. Click on Import Visitor

REQUIRED ACCESSAdmin DIFFICULTYIntermediate ESTIMATED TIME5 minutes APPLIES TO MODULESDashboard PREREQUISITES• You are logged in to the VisitUs dashboard. 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 the CSV tab

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. SUMMARY Sync your Microsoft Entra ID (formerly Azure Active Directory) users with VisitUs to automatically manage hosts. STEPS 1. Go to Hosts / Employees in the sidebar. 2. Click

REQUIRED ACCESS Admin DIFFICULTY Basic ESTIMATED TIME 1 minute APPLIES TO MODULES Dashboard, iPad PREREQUISITES You are logged in to the VisitUs dashboard. 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, then proceed to the Layout

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. SUMMARY Allow staff or employees to record their break times (start and end) using the sign-in app or dashboard. STEPS 1. On the main screen, tap

REQUIRED ACCESSAdmin DIFFICULTYBasic ESTIMATED TIME1 minute APPLIES TO MODULESDashboard, iPad App PREREQUISITES• You are logged in to the VisitUs dashboard. 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 hide. 3. Click