Screening visitors manually

2026-02-03Last updated

To manually screen a visitor, you can enter the visitor details to check if there is a screening match. For example, you might test a new watchlist, validate a new hire, or look up a company of interest.

Before you begin

Add your individual watchlist entries.

What you should know

Only watchlist managers or Account administrators can manually screen visitors for the following:
  • Checking watchlists containing persons of interest.
  • Validating a new hire against an internal individuals watchlist or companies watchlist.
  • Screening matches only occur when the following applies:
  • Individuals: There is a first name and last name match, first name and last name alias match, or email address match.
  • Companies: There is a company name, company domain, or email address domain match.
If security or reception need to manually screen visitors, the Watchlist manager permission must be added to their identity.

Procedure

  1. Click Organization > Watchlists .
  2. Click Manual screening.
  3. In the Screening criteria dialog, enter the information of the visitor that you want to manually screen.
  4. Click Screen.
    Matching entries for individuals or companies are shown in the Matching entries list in the Screening Criteria dialog.
  5. (Optional) Select a matching entry to view full details for the individual or company.
  6. Click Cancel to exit the Screening Criteria dialog.