Robin’s Visitor Management now supports more robust role-based permissions. Admins can allocate different types of permissions to users and roles, ensuring precise control over the organization’s visitor management process. Below is a comprehensive guide on how to utilize these permissions effectively:
Assigning a role to administrate Visitor Management:
- Admins can assign the Visitor Management Admin role to users, granting them full control over the Visitor Management product without providing overall product admin privileges.
- When this capability is selected, users will be able to view and manage all visits as well as create/manage documents, and create/manage visit types.
Managing Building-Specific Visits:
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View hosted visits
- Allows users to view visits they’re the host of in specific buildings while restricting access to visits in other buildings.
- Tip: this permission should typically be on for most individuals.
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Manage hosted visits
- Allows users to create, update and delete visits where they’re the host. This can be restricted to individual buildings.
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Tip: this permission should typically be on for most individuals.
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View all visits
- Allows a user to view all visits in specific buildings while restricting access to visits in other buildings.
- Tip: this permission is useful for front desk attendants, building security and/or receptionist in order to have awareness of the number of visitors expected at any given time.
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Manage all visits
- Allows a user to view, create, update and delete all visits in specific buildings while restricting access in other buildings. This includes visits where they’re not the host.
- Tip: this permission is useful for building admins or security admins that need full admin access to visitor management in some buildings but not others.
- Note: the permissions will respect the highest level of permissions the particular user has. For example, a global admin will automatically be able to manage all of the visitor management permissions and cannot be restricted to a particular building or visibility level as long as they remain a part of the admin role.
How to assign Visitor Management Permissions:
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Admins can navigate to the Manage tab.
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Click Roles in the left panel and then select an existing role or create a new role to edit permissions.
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Scroll to the Visitor Management section.
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Specify which permissions are relevant in which buildings for this particular role.
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Add groups or specific members to the role.
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Learn more about assigning permissions here.
Best Practices:
- Assign permissions based on users’ responsibilities and requirements.
- Regularly review and update permissions to align with organizational changes.
- Train users on their assigned roles and permissions to ensure proper utilization.
Troubleshooting:
- If users encounter issues accessing or managing visits, ensure their assigned roles have the necessary permissions.
- Double-check permissions settings to verify the correct configuration.
Additional Support:
If you have any questions or need further assistance with role-based permissions in Visitor Management, don’t hesitate to contact our support team.