Enabling visitor management for areas

2026-02-18Last updated

Before visitors can request an area visit, an Area owner or Site owner must configure the visitor management settings for the area.

Before you begin

Create your areas.

What you should know

  • Visit request options vary based on requester and area configuration.

Procedure

  1. Click Organization > Sites > Areas .
  2. Select an area from the list.
  3. Click the Visitor management tab and configure the following options:
    Enable visitor management for this area
    Turns on visitor management.
    Area name displayed to visitors
    Name shown in email notifications.
    Allow area to be pre-authorized in visit profiles
    Grants guests automatic access to this area during visits.
    Note:
    Selecting this option allows the area to be selected as a pre-authorized area in visit profiles, enabling walk-in visits for the site.
  4. Configure the per-visitor approval workflow settings:
    Define guest access in visit requests by specifying the required approvers.
    Visitor approval
    Choose the approvers for visitor access from the following options:
    Automatically approve visitors
    Automatically approve access requests for this area.
    Use the area permissions
    Only area managers can approve or deny access requests for this area.
    Define visit approvers
    Only people in the Visit approvers list can approve or deny access requests for this area.
  5. Click Save.
Visitor management is enabled for the area.

Example

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.