This article will teach you how to register new visitors to a tenant's space.
- From the Property & Facility menu, click Visitor Security.
- From the Visitors page, click the New Visitor button.
- Once the Add New Visitor window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Choose Property | Select what property the visitor will be attending. |
| Visitor Information | |
| Visitor Name(s) |
Enter the full name of the visitor(s). Note: Multiple visitors can be added by pressing the Enter key. |
| Company/Group | Enter the name of the company/group associated with the visit (i.e. Regional Sales Meeting, A-1 Plumbing). |
| Description | Enter a brief description of what the visit is for (i.e. Attending a meeting with ABC's Sales Team). |
| Type |
Select the type of visitor: Guest - someone who will be meeting with the tenant in their suite. Employee- someone who is employed by the tenant. Delivery - someone who will make a delivery to the tenant's suite. Vendor - someone who will do work for the tenant and must be approved by building management. |
| Class |
Select the class of visitor: Permitted Visitor - someone who is approved to have access to the tenant's suite. Watchlist - someone who is not approved to have access to the tenant's suite (i.e. Former employee who was involuntarily terminated). |
| Contact Information | |
| Tenant | Select the tenant who is hosting the visitor. |
| Contact | Select the point of contact for the tenant regarding the visitor. |
| Visit Location & Time | |
| Suite/Location | Select the suite/location of the tenant for the visit. |
| Date of Visit | Select or enter the dates (MM/DD/YYYY) of the visit. |
| Time of Visit | Select the time range of the visit. |
| Browse |
Upload a .CSV file of the visitor(s). Click the Browse button, navigate to the file on your computer, and click Open. Note: Click See an example for reference. |
| Check-in and print badge(s) | Select the checkbox to check-in and print the badge(s) for the visitor(s). |
- Click the Save button.
- Your new visitor is now registered with the building.