Using the Dashboard – Old Portal

On this page

• Registering visitors
• Expected Today Visitors Section
• Signed in Visitors Section 
   
  

The Dashboard is the first page shown in the admin portal, which is used to monitor, manage, configure and customize your iLobby implementation.

Note: The screens and features you see in the Dashboard depend on the system's configuration and your access rights.  

To access the portal, browse to portal.goilobby.com. You are prompted to log in. 

After you have successfully logged in, you see the Dashboard. 

The Dashboard shows the latest visitor activity in your account, as well as statistics of all visitor activity for the last 30 days and the busiest hosts for the last 90 days.

Registering visitors

On the Dashboard, you can register a visitor manually by clicking the green Register Visitor button in the top right corner of the Dashboard. This gives you the option to sign in a visitor, or to invite a visitor to a meeting. 

Sign in Visitor 

Select this option if you would like to manually sign in a visitor on the Dashboard without using a kiosk. This will open the following form: 

1. In case your environment has multiple sites, select the site. 

2. Visitor Type, Host, and Full name are in the form by default and are mandatory to be filled in. 

3. When signing in visitors on the dashboard, you can select whether or not you’d like a host to be notified about this visit. Check Notify Host to send an email notification about this visit. If this option is unchecked, no email notifiation will be sent out. 

4. Other fields are custom ones. Please refer to this article to the Configuring Personalization article on how to add custom data fields to your account. 

Note: If you sign in a visitor like that, there will be no photo taken or legal documents signed for the visitor record in the log.

Invite Visitor 

To invite a guest to the event, select Invite Visitor from the drop-down. To find out more about this option, please refer to this article Configuring Events.

Expected Today Visitors Section 

The Expected today section lists pre-registered visitors for the day. 

By clicking on , you can: 

1. Sign in a pre-registered visitor. The visitor's name moves to the Signed In Visitors section of the Dashboard after that. 

2. Download documents signed during pre-registration online, click on Download legal documents . 

3. To add a note, click on  

This note will then appear in the Notes column. 

4. By clicking on Expected Today, you will be able to select the list of guests who are expected to come on the current day, the current week, or the following week. 

Signed in Visitors Section 

The  Signed in Visitors section lists all visitors who have signed in today. You can perform a variety of functions for such visitors, depending on your permissions. Click  and do one of the following:  

- add or edit notes in the visitor's record (click )  

- invite them to a meeting  

 
- edit visitor details. Here you can edit or add missing data:

• First Name
• Last Name  
• Company Name 
• Sign Out time. Once the sign-out time is set, the system will sign out this visitor and automatically count the meeting duration time.

- Re-print their badge

Notes about badge printing:  

* the feature has to be enabled and a compatible printer set up.  

Please refer to the iLobby Configuration Guide and Setting up Bluetooth printing guide for details  

* iLobby supports the following printers:  

monochrome Brother QL-720NW and Brother QL-820NWB, and color Brother HL-3170CDW   

* the device needs to have push notifications turned on  

- send them an SMS message (this requires that the Phone number custom field be added to the sign-in flow)

- add them to the watch list if you have the appropriate permissions

- sign them out 

- download legal documents signed during registration on the iPad 

• The Dashboard also offers links to other parts of the portal, including Visitors, Events, Address Book, Evacuation Mode, and Settings.