Assign visitor policy to a workplace location

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add one or more workplace location to a visitor policy. Visitors who are registered to arrive at that locations will receive an email notification in prior to accept the policy.

    Vorbereitungen

    Role required: sn_wsd_visitor.admin

    Warum und wann dieser Vorgang ausgeführt wird

    Assign visitor policy to a workplace location.

    You can also assign visitor policy by selecting the workplace location in Building. Select the building and ensure that the Visitor policy view option is enabled. Click Edit and assign the policy.

    • Go to Building
    • Select the building
    • Ensure we have the view “Visitor policy view” selected
    • Click on Edit to assign the available policies to the location

    Prozedur

    1. Navigate to All > Workplace Visitor Management > Administration > Visitor Policies.
    2. Select the visitor policy to which you want add the workplace location.
    3. In the Locations related list, select Edit.
    4. On the Edit Members form, select the workplace location from the Collection column, then move it to the Locations List column by using the add-remove icon ().
    5. Select Save.
    6. Wahlweise: In the Locations related list, apply the policy to internal or external visitors and configure whether the policies require signatures.
      1. Select the preview icon () for the record that you want to edit.
      2. On the preview window for the location policy, select Open Record.
      3. On the Location Policy form, fill in the fields.
        For a description of the field values, see Location Policy form.

    Ergebnisse

    The visitor policy is assigned to the selected workplace location.