Checking in new visitors - Security Center 5.9

Security Desk Getting Started Guide 5.9

series
Security Center 5.9
revised_modified
2020-06-10

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

Access rules cannot be directly associated to visitors. Therefore, to grant access rights to a visitor, you must create a cardholder group that is reserved for visitors in Config Tool, and assign access rules to the group. Create the cardholder group.

Procedure

  1. From the home page, open the Visitor management task.
  2. Click New ().
  3. At the top of the dialog box, enter the visitor’s first name and last name.
  4. To assign a picture to the visitor, click the silhouette and select one of the following options:
    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.
  5. 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.
  6. 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.
    Status
    For a visitor's credentials to work, their status must be Active. You can set their status to Active immediately by clicking Save and check in ().
    Activation
    Set an activation for their profile:
    Never
    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.
    Expiration
    Set an expiration for their profile:
    Never
    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.
  7. 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.
  8. Assign the visitor to a cardholder group.
    Cardholder groups define which access rules apply to the visitor.
    1. 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.
    2. 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.
  9. Enter the visitor’s email address.
  10. (Optional) Assign one or two hosts (or escorts) to the visitor, as follows:
    1. Click the Visitor host list and select a cardholder as the visitor’s host.
    2. (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.
    3. Select the option Escort required if the visitor is not allowed to access certain areas unless their assigned hosts also presents their credentials after them within a certain delay.
      NOTE: The order in which the hosts present their credentials is not important.
  11. (Optional) Enter a date and time into the Expected arrival field.
  12. (Optional) If custom fields are defined for visitors, enter the additional visitor information.
  13. (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.
    1. 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.
    2. 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.
    3. 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 last name.
      By default, the Entity name uses the First name and Last name fields.
    4. (Optional) In the Description field, type a description for the visitor.
    5. 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.
  14. 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.

Example

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages. If using Internet Explorer, the video might not display. To fix this, open the Compatibility View Settings and clear Display intranet sites in Compatibility View.