Assign visitor policy to a workplace location

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: sn_wsd_visitor.admin

    About this task

    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

    Procedure

    1. Navigate to All > Workplace Visitor Management > Administration > Visitor Policies.
    2. Select the visitor policy to which you want add the workplace location.
    3. Optional: In the Locations related list, apply the policy to internal/external visitors.
      Select True or False under the Required for external and Required for internal column of the workplace location.
    4. In the Locations related list, click Edit.
    5. On the Edit Members form, select the workplace location.
      1. Select the workplace location from the Collection column on the left.
      2. Move the selection to the Locations List column on the right.
        To move the location, use the add-remove icon ().
    6. Click Save.

    Result

    The visitor policy is assigned to the selected workplace location.