Blog Archives

Category Archives for "Dashboard"

Pre-Registration: Book a Visit in Advance [Admin]

For the occasions where you are expecting a visitor, you can create a visit in advance. This makes the sign-in experience even quicker on the day and adds an expected visitor to your dashboard. This article describes this feature for admin users of VisiPoints. For staff, who can create their own visits through their restricted […]

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How to Manage Admin Access to the VisiPoint Dashboard

Within the VisiPoint dashboard, your list of system administrators can be accessed from the ‘Admins’ button. Administrators can view the entirety of the dashboard, make changes and amend records. This is different from ‘Employee Accounts’ which allow your staff to access a restricted view of the dashboard only for managing their own sign-in activity and […]

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How to Add Staff Members

Adding an individual to the staff list allows them to do 2 main things: Sign in and out using the tablet or kiosk. Host visitors. If you are looking to add a staff member as a system administrator (with full access to control the system) please use this article instead. Your staff list will be […]

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Generate and Customise Reports

By clicking on Reports on the left-hand menu, you’ll be able to customise and generate reports. Below the helpful graphs is a table with your data reports. Below the name of each column, there is a field which works as a filter for each column. For example, you can filter by date to display results […]

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Add and Assign a Temporary Permit

Sometimes you’ll need to have a visitor or contractor on site across several days. In this case you can assign a temporary permit, so the individual can sign in and out for a specific period of time, determined by you. They can keep the same paper badge and use the QR code to sign in […]

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How To Customise Visit Settings in the VisiPoint Portal

Within Visit settings, accessible by the left hand side menu in the Portal, allows an Admin to make changes to the information that appears and is required by users who sign in using the kiosk. You can toggle the various options on and off, customising the Visit to suit your businesses’ needs. Need some extra […]

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How to Customise General Settings

Towards the bottom of the left hand menu within the Visipoint Portal, there’s a button for General settings. These can only be accessed by Admins, and are mainly used as a point of reference, though some of the information captured is also used to identify responsibilities across the Visipoint System. You can also save your […]

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How to Import Staff Data into VisiPoint

Only your Employees can add ‘Staff’ profiles in the Dashboard. Staff can create their own visitor appointments and have a log in to the portal, which will be emailed to them once their account is generated. However, your staff can only see information relating to them and appointments they have made or hosted. Staff are […]

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How to Set Document Requirements

Similarly to Site Access, you can request confirmation that visitors, contractors and delivery couriers are carrying the correct documents as they sign in. This information will be captured and sent to the host as part of the Visit procedure. To set up required Documents, select the Documents button on the left hand side menu of […]

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