Inviting visitors manually

2024-06-21Last updated

If you have fewer than five visitors to invite to your event, you can add your visitors manually.

Before you begin

  1. Familiarize yourself with workflows.
  2. Enable visitor management for your site.
  3. Ensure that you have the required permissions to invite visitors to the site.

What you should know

  • If your identity home site is configured, you’re automatically granted access to invite visitors to that site. Access is only automatically granted if the options for site visitor management have been configured to allow people to invite visitors.
  • The options displayed when inviting visitors can vary depending on the site settings and settings configured for visitor management.
Note: Mandatory fields are highlighted in the user interface with an asterisk (*).

Procedure

  1. Log on to the self-service portal.
  2. Do one of the following:
    • Click Dashboard > My requests > New request > Invite visitors .
    • Click Dashboard > Visits > New visit event .
  3. In the New visit event wizard, enter or select details about where the event will take place.
    Visit event wizard in Genetec ClearID™ showing the name of the visit event, where it will take place and any default access.
  4. Enter or select details about when the event takes place and the purpose of the event.
    Visit event wizard in ClearID showing when the visitor requires access and the purpose of the visit.
    Tip: Remember to include time before and after the visitor event or meeting when the visitor might also require access.
  5. Enter or select details about who to invite to the event.
    Visit event wizard in ClearID showing a list of invited visitors.
    1. Click Add visitor and complete the fields.
    2. Click Save.
    3. Repeat for each additional visitor.
  6. Complete details about the event.
    Visit event wizard in ClearID showing the details section including visitor hosts and notes for security.
    Name
    The name of the visitor event host.
    Email
    The email address for the visitor event host.
    SMS
    Enter a mobile phone number to send SMS alert notifications to visitor hosts when the visitor checks in.
    Note: Use the search field to add more visitor hosts. You can add up to 10 visitor hosts.
    (Optional) Notes for security
    Add notes about the visitor, the visit invite, or the visit event.
  7. Click Finish.
Your visit request has been submitted and is waiting for the required approvals.

Example

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.

After you finish

Confirm whether the request was approved or rejected:
  • Check your email for a Visit approved email.
  • Check My requests in Genetec ClearID™.