Configuring visit profiles for sites

Before users can invite visitors, a Site owner must add and configure visit profiles for your site.

1. Click Organization > Sites > Visitor management .
2. Click Add visit profile.
3. On the New visit profile page, click to give the visit profile a name.
   Tip:

   Use Expand all and Collapse all to view the configurable sections.

1. Select a pre-authorized area from the list.
   Selecting at least one pre-authorized area enables walk-in visits for the site.
2. Select Planned visits to make the visit profile available during visit event creation in the web portal.
3. Select Walk-in visits to make the visit profile available on the Self-Service Kiosk as a walk-in option.

1. Expand the planned visit settings.
2. In the Invite permissions section, select who can invite visitors to the site:
   • Select All identities can invite visitors to allow everyone to invite visitors to this site.
   • Select Identities belonging to the following roles and click Add roles to manage who can invite visitors to this site.

   Tip:

   When adding new role permissions, role members should log off and back on to load the updated visitor invite permissions.
3. Specify whether to Limit users to inviting guests to only areas that user can access :
   • If selected, users can only invite guests to areas where they have access. This setting is enforced when a guest visit request is created.
   • If cleared, users can invite guests to any area in ClearID that allows visitors.
4. Select the Visit event approval workflow that you require:
   • No approval required
   • Supervisor approval required
   • Custom approvers

   If you select Custom approvers, click Add approvers and designate approvers for visit requests.

   Note:

   If an area is selected during the visit event creation, it can trigger its own approval workflow.
5. In the Visitor instructions file section, configure an instruction file:
   Email communications with visitors automatically include this instruction file, which can include location details, a site map, travel instructions, and so on.

   Upload

   Select a PDF file with visitor instructions. The system saves it as VisitInstructionsFile.pdf.

   VisitInstructionsFile.pdf

   Download the current file. Before uploading a file, this button says No PDF uploaded.

   Remove

   Stop sending the file in visitor emails.

6. In the Check-out section, select when to automatically check out visitors.
   If you choose the end of the day, the visitor is checked out at midnight on the last day of the visit.
7. (Optional) Add a grace period between the end of the visit event and automatic check-out.
   Note:

   Visitors' temporary access rights and QR code credential are deactivated during automatic check-out. If a grace period is set, check-out happens after that period ends.
8. (Optional) Add pre-defined options to visit event requests by completing the following fields:
   • Parking locations
   • Host meetup locations
   • Reasons for visit
9. (Optional) In the Site requirements section, click to add visitor fields that you want to show during the visit creation process.

   

   

   The Available fields section shows the added fields.

   

10. If you added Assistance required (ADA) to your site requirements, add areas that should automatically be granted to visitors requesting ADA assistance in the Areas granted to visitors requesting ADA assistance section.
    For example, if a site has a wheelchair-accessible door, the site or facilities manager must add that door to the area and include the area in the list of areas with ADA assistance. When a visitor checks in with ADA enabled, ClearID grants access to that door. Other visitors are not granted this access.
11. Expand the walk-in visit settings and enter a display name for the visit profile.
    The name is displayed to visitors on the Self-Service Kiosk.
12. Click save.