Blog Archives

Category Archives for "How to Guides"

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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How to Set Required Site Access Permissions

Within the Terms and Conditions area of the Portal Menu (on the left) is Required Site Access. You can label specific sites and give them their own terms and conditions, which is useful if you have restricted access to areas of your premises. Need some extra support? Get in touch with our expert team.

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Add a Contractor to the VisiPoint Dashboard

As an admin you can add a contractor through the dashboard. Click on ‘Contractors’ on the left-hand menu You’ll be taken into the list of contractors registered on the system. To add a contractor hit ‘Add new contractor’. Enter their personal details. Hit ‘Save changes’ You’ll see the individual you just added appear in the […]

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How To Create a Calendar Appointment

For customers who have the Calendar Module, you can use your office or personal calendar to arrange a visit and generate an invitation to your visitor. First, you need to be a member of Staff within your organisations Visipoint Portal. Create an appointment in the appropriate calendar, invite your visitor and include your Visipoint Calender […]

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Setting Up RFID Cards for Staff and Students

RFID cards are a quick way for users to sign in and out. Before an individual uses their access card or fob for the first time, you’ll need to marry the RFID card to the user profile within the VisiPoint dashboard. Users only have to marry their card to VisiPoint using the pin once – […]

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How to Edit your Kiosk Welcome Screen and Sign-In Buttons

You can tailor what appears on your welcome screen, by customising your Kiosk Layout. Kiosk Layout settings allow you to choose which User Types can sign in via your devices and which sign-in buttons are displayed on the welcome screen. Editing or Creating a Kiosk Layout Custom Sign-In Buttons You can add a sign-in button […]

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How To Add Companies and Departments

If you’re a large organisation or a business centre with tenants, you may want to create departments or individual companies within the system so that you can keep better records of visits without creating extra work. On the top menu bar, you’ll see a button for Companies/Departments.   Here, you can create sections and assign […]

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Add a Delivery to the VisiPoint Dashboard

Select ‘Deliveries’ from the menu on the left-hand side of the Portal screen. Within this area you’ll see list of the delivery companies you have registered. You can click on history, next to the name of the company, to see a history of all delivery drop-offs that have been recorded on a VisiPoint device. You […]

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