Visitor management

Visitor Management was created to give hosts and visitors a seamless and safe experience when visiting your office space.

Visitor log

How to use the visitor log to keep track of guests in your building.

How to invite visitors

How to pre-register visitors in your office.

Check into a building

Your visitors experience when they enter the building.

What is a visit?

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:

A job interview

Contractor maintenance

Customer visit

Meeting / event

VIP visit

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.

User roles in visitor management

Admin role

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

Advanced manager role

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

Manager role

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

Hidden user role

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

User role

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

Setup

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.

Checking in / out of the building is only possibly using a visitor kiosk.

Branding

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.

Supported hardware

Check out the supported hardware for our visitor kiosk here.

Further guides

Visitor log

How to use the visitor log to keep track of guests in your building.

How to invite visitors

How to pre-register visitors in your office.

Check into a building

Your visitors experience when they enter the building.