Several roles
The guest journey, from invitation to entry
See who does what, then open the guide for the step you need.
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Guides for Organization admin
Your organization settings and account permissions determine which options are available.
Find a task
Several roles
Send and share invitations
Choose email or share a link yourself, then follow the same visit.
Frontdesk · Security · Operator · Organization admin
Serve guests at reception
Use the queue, QR, and tablet tools from one workspace.
Frontdesk · Security · Operator · Organization admin
Display a QR for a place
One QR directs guests to the selected place.
Frontdesk · Security · Operator · Organization admin
Create a QR for one guest
Prepare one registration and continue serving the next guest.
Frontdesk · Security · Operator · Organization admin
Set up a shared tablet
Use a tablet browser for QR scanning or direct registration.
Several roles
Reuse details from a previous visit
Verify saved details, review them, then complete a new visit.
Several roles
Understand visit and access status
Registration, approval, and gate readiness are separate steps.
Several roles
Find people and visits
Search from supported pages within your account permissions.
Frontdesk · Operator · Organization admin · Viewer
Use the people directory
Distinguish person records, identities, credentials, and team accounts.
Organization admin · Operator · Viewer
Check access profiles and credentials
Gates, schedules, and credentials must align before a person can enter.
Operator · Organization admin · Viewer
Check devices and access distribution
Find why access is not ready before retrying work.
Several roles
Monitor gates and occupancy
Use event records and occupancy status for your assigned places.
Organization admin
Manage team members and access
Manage work accounts, roles, and assigned places separately from person records.
Several roles
Update your profile and language
Manage your name, language, and password; check your account access.
Organization admin
Configure registration by place
Set requested details, approval, gates, and access times.
Organization admin · Guest
Understand saved visitor details
Profile storage supports future visits without extending entry permission.
Organization admin
Set organization branding
Preview the name, logo, icon, and color before applying.
Several roles
Use notifications and check updates
Distinguish in-app notices, sound, email, and data freshness.
Organization admin · Operator · Viewer
Check integrations and site connections
Understand integrations, Edge, and source-data tokens.
Several roles
Field and option reference
Find what a field is for, when it is needed, and what it changes.
Several roles
Solve common problems
Use the relevant checks without creating duplicate records or losing answers.