To ensure that a visitor’s activities can be monitored throughout their visit, you must check in visitors, using the Visitor management task. You can either pre-register visitors for later check-in, or create a visitor and check them in immediately.
Before you begin
- From the home page, open the Visitor management task.
- Click New ().
- At the top of the dialog box, enter the visitor’s first name and last name.
To assign a picture to the visitor, click the silhouette and select one of the
- Load from file
- Select a picture from disk. All standard image formats are supported.
- Load from webcam
- Take a snapshot with your webcam. This option appears only if you have a webcam attached to your workstation.
- Load from camera
- Take a snapshot from a camera managed by Security Center. When you click Load from camera, a separate capture dialog box opens. Select the video source, and click Take snapshot ().
- Load from clipboard
- Load the picture copied to the clipboard. This option appears only if you used the Windows copy command to save a picture onto your clipboard.
- To edit the picture, click it to open the Image editor and use the editing options at the top of the editor’s dialog box.
In the Status section, set the following:
NOTE: The Activation date is the same as the check-in date. You can set the activation date to a date in the future, which allows you to create visitor profiles in advance.
- For a visitor's credentials to work, their status must be Active. You can set their status to Active immediately by clicking Check in (), and then Save.
- Set an activation for their profile:
- The default value. Use this option when you plan to check in a visitor manually or you don't know when the visitor will be arriving.
- Specific date
- Expires on a specific date and time.
- Set an expiration for their profile:
- Never expires.
- Specific date
- Expires on a specific date and time.
- Set expiration on first use
- Expires a specified number of days after the first use.
- When not used
- Expires when it has not been used for a specified number of days.
Assign a credential to the
visitor so that their movement can be tracked in the system.
NOTE: You can assign a credential now or later.
Assign the visitor to a cardholder group.
Cardholder groups define which access rules apply to the visitor.
To assign the first cardholder group, click the Cardholder
group list and select a cardholder group.
NOTE: Only cardholder groups configured for visitors are listed. A visitor can belong to more than one cardholder group.
- To assign additional cardholder groups, click Advanced (), then click Add an item ( ). In the dialog box that opens, select the cardholder groups, and click OK.
- To assign the first cardholder group, click the Cardholder group list and select a cardholder group.
- Enter the visitor’s email address.
- Enter the visitor’s mobile phone number.
(Optional) Assign one or two hosts (or escorts) to the visitor:
Click the Visitor host list and select a
cardholder as the visitor’s host.
A dialog box opens displaying the message Do you wish to automatically enable the Escort required option?
Click Yes to turn on the Escort
When the option is on, the visitor is not allowed to access certain areas unless their assigned hosts also present their credentials after them within a certain delay.
(Optional) To assign a second host, click
Advanced (), then click Add an item
( ). In the dialog box that opens, select a
cardholder to assign as host and click OK.
NOTE: The order in which the hosts present their credentials is not important.
- Click the Visitor host list and select a cardholder as the visitor’s host.
- (Optional) Enter a date and time into the Expected arrival field.
- (Optional) If custom fields are defined for visitors, enter the additional visitor information.
(Optional) In the Advanced section, configure the
following visitor properties:
NOTE: Some of these properties can be inherited from the parent cardholder groups. When a specific value is configured for the visitor, click Revert to inherited value () to inherit the property from the parent cardholder groups. If multiple parent groups exist, the most privileged value is inherited.
If the visitor has been assigned a credential, grant access privileges
to the visitor.
- Use extended grant time
- Grants them more time to pass through doors where the Extended grant time parameter is configured for a door. Use this option for those with reduced mobility.
- Bypass antipassback rules
- Exempts them from all antipassback restrictions.
- In the Security clearance field, enter the visitor’s security clearance level. The security clearance level determines their access to areas when a threat level is set in Security Center. Level 0 is the highest clearance level, with the most privileges.
In the Entity name field, type a new name for
the visitor entity, if you do not want to use the visitor’s first and
By default, the Entity name uses the First name and Last name fields.
- (Optional) In the Description field, type a description for the visitor.
Assign the visitor to a partition.
Partitions determine which Security Center users have access to this entity. Only users who have been granted access to the partition can see the visitor.
- If the visitor has been assigned a credential, grant access privileges to the visitor.
Do one of the following:
- To pre-register a visitor to be checked in later, click Save.
- To check in the visitor immediately, click Save and check in.
Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.