Configure a visitor type

  • Release version: Australia
  • Updated March 15, 2026
  • 1 minute to read

    • 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

    1. Navigate to All > Workplace Visitor Management > Administration > Visitor types.
    2. On the Visitor types list, select New.
    3. On the form, fill in the fields.
      Table 1. Visitor type form
      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.
    4. 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 Campus OR
      • Workplace Location.Building.Campus is Demo Campus OR
      • Workplace Location.Floor.Campus is Demo Campus OR
      • Workplace Location.Space.Campus is Demo Campus
    5. Save the record.
      The visitor type is created and is available to hosts and reception staff members.