Inviting visitors

You can use the self-service portal to invite guests for a visit or event. If Area managers are specified, it simplifies the approval process and avoids interrupting a chain of people who might or might not be the correct approvers.

Before you begin

• Familiarize yourself with workflows.
• Enable visitor management for your site.
• Ensure that you have the required permissions to invite visitors to the site.

What you should know

• If you have more than five visitors, prepare a CSV file to import your visitor list.
• If your identity home site is configured, you can invite visitors to that site if visitor management settings allow it.
• The options displayed when creating a visitor invite can vary depending on site and visitor management settings.

1. Log on to the self-service portal.
2. Select a method to invite visitors:
   • Click Dashboard > My requests > New request > Invite visitors .
   • Click Dashboard > Visits > New visit event .
3. In the New visit event wizard, import your visitors:
   • If you have five or fewer visitors, invite visitors manually.
   • If you have more than five visitors, invite visitors using a CSV import.
4. Click Finish.

Your visit request is submitted and awaits approval.

Example

After you finish

Confirm whether the request was approved or rejected:

• Check your email for a Visit approved email.
• Check My requests in Genetec ClearID™.