Overview of Managing Sites in VisitorOS

Here is how to set up your site configuration using the new VisitorOS Portal.

• Login to VisitorOS, select the Settings icon, then select Sites and choose the Site you are looking to configure, or navigate directly to https://visitoros.goilobby.com/settings/sites. 

II. Tabs to Manage Under the Site Configuration

A) General Tab

In the General tab, you can manage:

• Site Name 
• View Street Address - to change the site address, please navigate to https://facilityos.goilobby.com 
• Time Zone, etc. 
• System Assistant Contact - select the person who will serve as the contact who will be notified when a visitor requests assistance while signing in at the kiosk, or when they select the “Host not in list” option at the kiosk.
  
• Catch-All Host - select the person who will receive sign-in notifications for all visitors at the site.
  

B) Logo Tab

In the Logo tab, you can manage your site logo. To do that:

• Select Select file if no logo is uploaded, or select to change the logo on file.
• Choose the logo you would like to upload
• Select Save 

To delete an existing logo, click . 

This is also where you can set an Alternative Badge Logo if you wish to use a logo that is different than your corporate logo for the visitor badge. 

Finally, this tab is where you can choose the default style of your kiosk homepage.

C) Features Tab

In the Features tab, you can manage:  

• Visitor’s Picture: If you require visitors to capture a photo of themselves upon arrival
• Sign-In / Sign-Out: Set the configuration for visitor sign-in and sign-out. 
• Legal Documents: If you have uploaded any legal documents to the portal, you can toggle this option on and select the document you would like to be presented upon arrival
  • Badge Printing: This option is turned on for you so you can print badges for visitors who enter your site. To make changes to the badge printing style: 
    1. Select Configure 
    2. Under Template, click change --> Choose the design you would like for your badges
• Returning Visitors: If you would like returning visitors information to pre-populate when they sign-in at the kiosk
• Host Selection: Set the configuration for the visitor experience when typing in names to search for a host.
• Voice Prompts: Toggle on to include verbal voice prompts to assist visitors using the kiosk.
• ID Scanning: Toggle on to configure the settings for visitor ID scanning.
• Pre-Registration: Toggle on to configure the settings for Pre-Registration:
• Watchlists: Toggle on if you require visitors to be screened against specific watchlists.
  

D) Personalization Tab

In the Personalization tab, you can manage:

1. App Languages offered at sign-in. To do so:

• Select Configure
• Select the languages applicable at your site

2. Visitor Types: these are the types of visitors that an individual can choose from at the kiosk. To edit visitor types:

• Select Configure
• You can either click the dropdown and choose a pre-existing option OR create a new visitor type by clicking on Create New Visitor Type and filling in the appropriate fields 
  

3. Data Fields. these are the on-screen prompts that the visitor will be required to fill in. To edit data fields:

• Select Configure
• You can either select the dropdown and choose a pre-existing data field OR create a new one by selecting 'Create New Data Field' and filling out the appropriate information 

E) Notifications Tab

In the Notifications tabs, you can manage:

• Sign-In & Sign-Out Notifications: Toggle on to receive sign-in and sign-out notifications of visitors via email
• Offline Device Notifications: To receive notifications when your devices are offline (not connected to Wi-Fi)
• Sign-Out Reminder: Visitors are sent a notification reminding them to sign-out when they leave your site 
• End-of-Day Summary: To be notified of a summary of your visitors for that day
• End-of-Week Summary: To be notified of a summary of your visitors for that week
• End-of-Month Summary: To be notified of a summary of your visitors for that month
• Signed-in Visitors Report: To receive a report of all visitors sign-in to your site

Here you can also configure your preferences for the preferred language and preferred time format for all notification types.

F) Visitor Auto-Sign-out Tab

In the Visitor Auto-Sign-out tab, you can manage when your visitors are auto-signed out for the day. You can select to automatically sign-out visitors at a specific time of day each day, or a specific number of hours after they sign in. To do so:

• Select Configure
• Choose the visitor type you would like it to apply to and the time you wish for them to be auto-signed out
  
  
  

G) Backgrounds Tab

In the backgrounds tab, you can manage the background screen on your kiosk. To do so:

• Select Select File
• Choose file you would like to upload 
• Select Save