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Category Archives for "How to"

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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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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Kiosk Layout: Customise your Sign-In Buttons and Layout

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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