Roles

Each Employee can be allocated a specific role; you can create multiple roles to suit your site setup. A role dictates which permissions/notifications an employee group has access to.

For example, you could create a ‘Receptionist’ role that allows employees to see the dashboard but limits access to other parts of the system.

Permissions

Permission

Description

Categories

Ability to edit, add and remove categories for visitor check-ins

Custom Fields

Ability to edit, add and remove custom fields

Dashboard View

Ability to view the dashboard, showing visitor and staff check-ins

Dashboard Check-In

Ability to check-in Visitors and Staff from the dashboard

Employees (view)

Ability to view employees list

Employees (edit/delete)

Ability to create, edit and delete entries from the employee list

Roles/Permissions

Ability to create, edit and remove overall permissions

Feedback

Ability to view and export visitor feedback and customise questions

Fire Escape View

Ability to view real-time Fire Escape View of the total currently onsite

History (view)

Ability to view History tab showing all collected data

History (delete)

Ability to remove data from the History tab

History (export)

Ability to export data from the History tab

Invites (own)

Ability to create, edit and delete own invites

Invites (all)

Ability to create, edit and delete for all employees invites

Pre-Approved (view)

Ability to view Pre-Approved list

Pre-Approved (edit/delete)

Ability to create, edit and delete entries from the Pre-Approved list

Residents (view)

Ability to view Pre-Approved list

Residents (edit/delete)

Ability to create, edit and delete entries from the Residents list

Rota & Attendance

Ability to view, create, edit and delete entries from Rota & Attendance tabs

Settings

Ability to view and edit settings

DBS Alerts

Alerted when Visitor checks in with expired DBS information

Feedback Alerts

Alerted when Visitor leaves feedback on check-out

No Match Alerts

Alerted when a Visitor writes a not found employee, under 'who are you visiting?'

Offline Alerts

Alerted when a device goes offline

Resident (in/out)

Alerted when a Resident leaves or returns to the site

Student (early/late)

Alerted when a student arrives late or leaves early

Vaccination Alerts

Alerted when a visitor/staff checks in as a pending status

Change Password

Ability to reset password when first logging in

Check-in Status

Companion App displays whether currently Checked In or Checked Out

Companion Fire Escape

Ability to view real-time Fire Escape View of the total currently onsite on Companion App

Companion Invites

Ability to create, edit and delete own invites on the Companion App

Staff Check-In

Ability to check-in and out via the companion app

FAQs

How to create a new Employee Role

How to allocate an Employee Role

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