Configure a visitor type
Create a visitor type that can be used to categorize visitors for your hosts or reception staff.
Before you begin
Role required: sn_wsd_visitor.admin
Procedure
Navigate to All > Workplace Visitor Management > Administration > Visitor types.
On the Visitor types list, select New.
On the form, fill in the fields.
Field Description Name Name of the visitor type, like prospect or candidate. Order Order of the visitor type in the list while adding visitors. Visitor types with a lower order are displayed first. Label Label of the visitor type that is displayed while adding visitors. Active Option to set the record to active. Inactive visitor types are not displayed while adding visitors. In the Available if field, add conditions for when the visitor type is available.
For more information about conditions, see Condition builder.
To include workplace locations within a parent location, you must add conditions to dot-walk from the nested locations to the parent location.
To include all the buildings, floors, and spaces in the Demo Campus, add the following conditions.
Workplace Location is Demo CampusORWorkplace Location.Building.Campus is Demo CampusORWorkplace Location.Floor.Campus is Demo CampusORWorkplace Location.Space.Campus is Demo Campus- Save the record.
The visitor type is created and is available to hosts and reception staff members.
Parent Topic:Configuring Workplace Visitor Management
Related topics
Install Workplace Visitor Management
Create a record producer for visitor management
Create a visitor badge template
Configuring Workplace Visitor Management for Workplace Services Kiosk