Overview of the Visitor management task

Use the Visitor management task to check-in new visitors, modify existing visitors, and assign credentials to visitors.

The following figure shows the Visitor management task.
NOTE: You can only have one instance of this task in Security Desk.

A Find a visitor using their credential.
B Find a visitor by name.
C Advanced search options.
D Visitors whose profiles are inactive or expired are displayed in red.
E Select which columns to display by right-clicking the column headers or by typing Ctrl+Shift+C.
F Switch between Tiles and List view.
  • Tiles: Click to hide description
    Shows large pictures. Pictures can be resized.
  • List: Click to hide description
    List all information concerning the entity: first name, last name, picture, check-in date, expiration date, creation date, and any custom fields that are defined.
G Generate visitor reports by right-clicking the selected visitor.
  • () Time and attendance.
  • () Visit details.
  • () Visitor activities.
H Return a temporary card.
I Check-in a new or returning visitor. After a visitor is checked in, the button changes to Check out.
J Delete the selected visitor.
K View or modify the selected visitor.
L Add a new visitor.