# Visitor management

{% embed url="<https://youtu.be/D2ya25YmSIo?si=748Y3iJzC3AKK5j0>" fullWidth="false" %}

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><mark style="color:blue;"><strong>Visitor log</strong></mark></td><td>How to use the visitor log to keep track of guests in your building.</td><td></td><td><a href="visitor-management/visitor-log">visitor-log</a></td></tr><tr><td><mark style="color:blue;"><strong>How to invite visitors</strong></mark></td><td>How to pre-register visitors in your office.</td><td></td><td><a href="visitor-management/how-to-invite-visitors">how-to-invite-visitors</a></td></tr><tr><td><mark style="color:blue;"><strong>Check into a building</strong></mark></td><td>Your visitors experience when they enter the building.</td><td></td><td><a href="visitor-management/check-in-out-of-a-building">check-in-out-of-a-building</a></td></tr></tbody></table>

### **What is a visit?**&#x20;

An UMA visit can be characterised as an invitation extended to a guest (or guests) to permit them to come to your office and securely enter the building for a specific purpose.

There are many reasons why you would invite a guest to your office:

<mark style="color:blue;">**A job interview**</mark>

<mark style="color:blue;">**Contractor maintenance**</mark>

<mark style="color:blue;">**Customer visit**</mark>

<mark style="color:blue;">**Meeting / event**</mark>

<mark style="color:blue;">**VIP visit**</mark>

{% hint style="info" %}
A visit can be pre-registered or ad-hoc.

A pre-registered visit should have a name which describes the purpose of the visitor coming to your office.

A pre-registered visit can have a single visitor or a group of visitors and can be for a single day or multiple days.

A visit can only be created for a single building.
{% endhint %}

### **User roles in visitor management**&#x20;

<details>

<summary><mark style="color:blue;">Admin role</mark></summary>

can view, add, update and delete all visits / can export reports.

</details>

<details>

<summary><mark style="color:blue;">Advanced manager role</mark></summary>

can view, add, update and delete all visits / can export reports.

</details>

<details>

<summary><mark style="color:blue;">Manager role</mark></summary>

can view, add, update and delete visits where they are the creator or host.

</details>

<details>

<summary><mark style="color:blue;">Hidden user role</mark></summary>

can view, add, update and delete visits where they are the creator or host.

</details>

<details>

<summary><mark style="color:blue;">User role</mark></summary>

can view, add, update and delete visits where they are the creator or host.

</details>

### Setup

{% hint style="info" %}
To start inviting guests to your office, ensure that visitor management is enabled in company settings.

When turned on, any user in your organisation can start inviting visitors.
{% endhint %}

{% hint style="warning" %}
Checking in / out of the building is only possibly using a visitor kiosk.
{% endhint %}

### **Branding**&#x20;

Visitor management uses the company logo and primary colour from your company settings for all email notifications to visitors and hosts.

It also uses the company logo to display on the visitor kiosk.

You can understand about how to apply appearance/branding settings [here](https://support.meetuma.ai/uma-knowledgebase/getting-started/settings/branding-and-appearance).

### Supported hardware

Check out the supported hardware for our visitor kiosk [here](https://support.meetuma.ai/uma-knowledgebase/getting-started/set-up-your-hardware/applications/recommended-hardware#visitor-management-web-app-recommended-hardware).

### Further guides

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><mark style="color:blue;"><strong>Visitor log</strong></mark></td><td>How to use the visitor log to keep track of guests in your building.</td><td></td><td><a href="visitor-management/visitor-log">visitor-log</a></td></tr><tr><td><mark style="color:blue;"><strong>How to invite visitors</strong></mark></td><td>How to pre-register visitors in your office.</td><td></td><td><a href="visitor-management/how-to-invite-visitors">how-to-invite-visitors</a></td></tr><tr><td><mark style="color:blue;"><strong>Check into a building</strong></mark></td><td>Your visitors experience when they enter the building.</td><td></td><td><a href="visitor-management/check-in-out-of-a-building">check-in-out-of-a-building</a></td></tr></tbody></table>