Create a visitor policy

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • 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.
      Table 1. Policy form fields
      Field Description
      Title Title of the visitor policy.
      Active Option to activate the policy.
      Short Description Short description about the policy.
      Description Detailed 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.