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 and Add Admins to the System

Note:  Please make sure to use a modern browser such as Google Chrome or FireFox to access the VisiPoint dashboard, as opposed to older browsers such as Internet explorer.  System Adminstrators Within the VisiPoint dashboard, your list of system administrators can be accessed from the ‘Admins’ button. Administrators can view the entirety of the dashboard, […]

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Add Staff Members and Give Employee Access to the Dashboard

Adding an individual to the staff list/address book allows them to do 2 main things: Sign in and out using the kiosk. Host visitors. You can additionally give staff members an Employee Account. Employee accounts give your staff members a restricted view of the cloud dashboard, where they can pre-register their own visitors. If you […]

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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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Customise Company Information and Add your Logo

You can add your company information by going to General settings under the Account and Settings menu. You can add your details such as company name, phone number, location, timezone and the default user who’ll receive the key email notifications, which usually is your receptionist. Under Company Logo in the menu, you can add your […]

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How to Import Staff Lists and Add Users In Bulk

To upload data in bulk to the dashboard, such as your staff list, navigate to Account & Settings > Import Data. You will then see the screen below. Simply download the template and fill in all the details in the correct fields – such as name, email and phone number. You can also include companies/departments […]

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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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