Several roles
The guest journey, from invitation to entry
See who does what, then open the guide for the step you need.
Browse by role
Guides for Viewer
Read records and understand status within your assigned scope. A Viewer account cannot change operational data.
Find a task
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.
Several roles
Update your profile and language
Manage your name, language, and password; check your account access.
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.