Use the host portal

  • Release version: Australia
  • Updated March 10, 2026
  • 1 minute to read

    • Use the host portal to create, view, and manage visits; add visitors and optional co-hosts.

    Before you begin

    Role required: sn_wsd_core.workplace_user

    Procedure

    1. Navigate to All > Self-service > Employee Center.
    2. On the Employee Center portal, select Help Center > Workplace Services.
    3. From the Workplace Services, select Open my visit list.
      The host portal page opens with a list of upcoming visits.
    4. Perform any of the following actions based on your preference.
      ActionSteps
      Manage visits Select any of the following options:
      • Upcoming: Displays upcoming visits in a chronological order starting from the current day.
      • Past: Displays past visits in a reverse chronological order starting from the current day.
      • Drafts: Displays visits that are saved for later. You can edit and submit draft visits.

      You can select a visit to view its details. You can also edit or cancel a visit based on your preference.
      Manage visitors After selecting a visit, you can view, edit, or remove visitors.
      • You can view the status of the pre-check tasks for every visitor.

        Selecting the pending tasks displays the tasks that the visitor hasn't completed.

      • You can remove the visitor by selecting Delete visitor in the Actions column.
      • On the visit details page, you can edit a visitor's details or remove the visitor.
      Create a visit
      1. Select Create new visit.
      2. On the New visit form, fill in the fields.
        For a description of the field values, see New visit form.
        Note:
        The fields are based on the initial requirements configured by the admin.
      3. Select Create Visit.
      4. Add internal or external visitors.

        For more information about adding visitors, see Adding visitors.

      5. Select Confirm.
      Edit a visit
      1. Select an upcoming or draft visit.
      2. On the visit details panel, select Edit visit.

        For recurring visits, you can edit a single occurrence or all occurrences.

      3. On the Edit visit form, fill in the fields.

        The fields are the same as creating a visit. For a description of the field values, see New visit form.

      4. Select Save changes.
      5. Add, edit, or remove visitors.

        For more information about adding visitors, see Adding visitors.

      6. Select Confirm.