Visitor management

Daily management

Viewing visitor details

To view and manage visitor details, follow these steps:

1. Navigate to the Visitors tab on the left-hand sidebar.
2. Select Daily Management from the dropdown menu.
3. Use the filters at the top of the page to specify the status, timespan, visitor type, location, and environment.
4. Review the visitor list, which shows status, name, contact details, arrival, departure, identifier status, host name, monitoring level, special requests, security questions, helix, environment, and location.
5. Select the visitor's profile using the Edit button to access detailed information.

Filtering visitor records

Use the available filters to locate specific visitors:

• Status: Choose the visitor status you want to view (for example, To verify).
• Timespan: Select the relevant timespan (for example, Today).
• Visitor Type: Pick the visitor type you need to review.
• Location: Filter by location if you need to focus on a specific site.
• Environment: Choose the appropriate environment from the dropdown list.
• Search: Enter a name or other detail in the search bar to locate a visitor.

Creating a visitor

Create a new visitor by completing these steps:

1. Select Visitors from the main navigation panel.
2. Choose Create from the dropdown menu.
3. Fill in the required fields, including the visitor's name, contact information, and other relevant data.
4. Click Create Visitor to save the new visitor's information.

Inviting a visitor

Send a visitor invitation with the following steps:

1. Navigate to the Visitors tab on the left-hand sidebar.
2. Select Invite from the dropdown menu.
3. Enter the visitor's name, email address, and other required details.
4. Specify the date and time of the visit.
5. Click Invite to send the email invitation.

Assigning an identifier

Assign access identifiers to a visitor so they can open doors:

1. Navigate to Visitors > Daily Management.
2. Locate the visitor and click the Edit button.
3. Open the Visitor Access tab.
4. If the visitor is not yet checked in, click Check in on the upper-right side.
5. Choose the encoder you want to assign.
6. Click Activate identifier.
7. Confirm the visitor's identifier status in Visitors > Daily Management.
8. Block or remove the identifier at any time during the visit if needed.
9. After the visitor checks out, the identifier is automatically disabled.

Assigning a mobile key (JustIN Mobile)

Provide a mobile key so visitors can access the building with the JustIN Mobile app:

1. Navigate to Visitors > Daily Management.
2. Locate the visitor and click the Edit button.
3. In the Visitor Information tab, make sure the visitor has a phone number assigned.
   • Confirm that the visitor downloaded the Salto JustIN Mobile app and registered using that phone number.
4. Go to the Visitor Access tab.
5. If the visitor is not yet checked in, click Check in on the upper-right side.
6. Choose JustIN Mobile as the mobile app type.
7. Click Assign Mobile Key.
8. Verify that the mobile key status changes to Pending activation.
9. The visitor receives a notification on their mobile device indicating that a new key is available.
10. The visitor opens the JustIN Mobile app and confirms the new key.
11. Verify that the mobile key status updates to Active.
12. Check the visitor's identifier status in Visitors > Daily Management.
13. Remove the mobile key at any time during the visit if necessary.
14. After the visitor checks out, the mobile key is automatically disabled.

Handling identifier issues

Follow these steps when visitors have identifier issues:

1. In Daily Management, locate visitors whose identifier status is No identifier.
2. Contact the visitor or their host to verify and update the identifier information.
3. Update the identifier status in the system once the correct information is provided.

Handling visitor data

Exporting visitor data

Export visitor data by following these steps:

1. Navigate to the Visitors tab and choose Daily Management.
2. Click the export icon at the top right of the visitor list.
3. Select the export format you want to generate (for example, CSV or Excel).

Viewing detailed visitor logs

Review detailed visitor activity logs as follows:

1. Click the Monitor tab on the left-hand sidebar.
2. Select Visitor Logs.
3. Use the filters to narrow the logs by time, visitor type, location, and other criteria.
4. Review the logs to see visitor activity, including entry and exit times.