Step-by-step recipes for the things sites set up most often. Each guide takes one outcome from start to finish, shows only the settings that outcome needs, and ends with a way to check that it worked. For every option on a screen, follow the links to the reference pages.

If something is not behaving as expected, start with Troubleshooting.

Kiosk

• Make visitors sign an NDA on the kiosk
• Require an ID scan or photo at kiosk check-in
• Print visitor badges from the kiosk
• Have the host approve kiosk check-ins
• Set up a kiosk at a new site

Visitors

• Pre-register a visitor and send a QR invite
• Let visitors register themselves with a link
• Stop a person from visiting
• Register a group or contractor crew
• Vet contractor documents before the visit is approved
• See who is on site
• Notify the host when their visitor arrives

Admin

• Import staff in bulk and assign roles
• Handle a privacy deletion request and set data retention
• Give visitors door access with a QR code or card

Decide

• Choose how a visitor gets in
• Choose the right dashboard
• Choose a report or export
• Answer an audit question: who was here, and when

Run the site well

• Keep a card pool healthy
• Make walk-ins work
• Check the kiosks each morning
• Use the watchlist responsibly

Get more done

• Set up your Visitors dashboard view
• Import a batch of cards
• Change many visits at once

Troubleshooting

When something is not working, the Troubleshooting pages start from what you see and walk through the usual causes.

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Table of contents

• Make visitors sign an NDA on the kiosk
• Require an ID scan or photo at kiosk check-in
• Print visitor badges from the kiosk
• Have the host approve kiosk check-ins
• Set up a kiosk at a new site
• Pre-register a visitor and send a QR invite
• Let visitors register themselves with a link
• Stop a person from visiting
• Register a group or contractor crew
• Vet contractor documents before the visit is approved
• See who is on site
• Notify the host when their visitor arrives
• Import staff in bulk and assign roles
• Handle a privacy deletion request and set data retention
• Give visitors door access with a QR code or card
• Choose How a Visitor Gets In
• Choose the Right Dashboard
• Choose a Report or Export
• Answer an Audit Question
• Keep a Card Pool Healthy
• Make Walk-ins Work
• Check the Kiosks Each Morning
• Use the Watchlist Responsibly
• Set Up Your Visitors Dashboard View
• Import a Batch of Cards
• Change Many Visits at Once
• Troubleshooting