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 |