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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a visitor policy

Define a policy that must be accepted by a visitor prior to their arrival. Send email notification to the visitor about the policy and enable them to accept the policy by replying to the email​.

Before you begin

Role required: sn_wsd_visitor.admin

Procedure

  1. Navigate to All > Workplace Visitor Management > Administration > Visitor Policies.

  2. Select New.

  3. On the form, fill in the fields.

    FieldDescription
    TitleTitle of the visitor policy.
    ActiveOption to activate the policy.
    Short DescriptionShort description about the policy.
    DescriptionDetailed description of the policy. Policy content that should be read and accepted by the visitors.
  4. Select Submit.

Result

The visitor policy is added.

What to do next

Assign the visitor policy to workplace locations.

Parent Topic:Configuring Workplace Visitor Management

Related topics

Install Workplace Visitor Management

Create a record producer for visitor management

Configure a visitor type

Configure visit requirements

Create a visitor badge template

Configuring Workplace Visitor Management for Workplace Services Kiosk

Quick start test for Workplace Visitor Management