Always work in your own location. Choose it from the selector at the top left of the portal before you start. Each location manages its own records, so nothing should be added under Global.
Set your rules
- 01Visit Settings
In the side menu, open Access and click Visit Settings.
- 02Tabs
Choose General Settings, Visitors, Vehicles or Visit Categories at the top.
- 03Rules
Under Rules, tick what should apply. The line under each rule explains what it does.
- 04Visitor count
If you tick Auto approve visits based on number of visitors, set the Maximum Visitors Count.
- 05Daily limits
Tick Enable Daily Visitor Limits to set the maximum number of visitors for each day of the week.
- 06Save
Scroll to the bottom and click Save.
Choose what you ask visitors
- 07Visitors
Click the Visitors tab.
- 08Each field
Set each field to Required, Visible or Hidden: first and last name, identification, ID photo, email, phone number and nationality.
- 09Whitelist and blacklist
You can only whitelist or blacklist an email, phone number or ID when that field is Required.
- 10Save
Click Save.
Choose what you ask about vehicles
- 11Vehicles
Click the Vehicles tab.
- 12Each field
Set Nickname, Plate Number, Make, Model, Color and Year to Required, Visible or Hidden.
- 13Save
Click Save.
Add a visit category
- 14Visit Categories
Click the Visit Categories tab, then Add. Your location already has permits such as Visitor Permit and Maintenance Permit.
- 15Name
Enter the Name. Type it in English in the first box. The second box is for the Arabic version.
- 16Limits
Tick any limit you want: Minimum or Maximum Visit Duration, Maximum Visitors per Visit, Maximum Concurrent Visits or Daily Visitor Limit by day of the week.
- 17Audience
Scroll down to choose the Users or Groups who can use this category.
- 18Save
Check it over, then click Save.
Your rules are in place
They apply to your location only, so check each location has its own settings.
Next: Find a user