Visitor Types
Visitor types are used to identify a visitor and indicate why the visitor will be accessing a space (for example, Professional, Personal, Messenger, or Vendor). These values populate the Type of Visitor drop-down menu on the Add a Visit page.
To open the Visitor Types page:
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Open the Administration Menu page.
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Under the VISITOR ADMIN heading, click Visitor Types.
To add a visitor type:
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In the Add Visitor Type field, enter the name of the visitor type.
This is the value that will be displayed to users.
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Click ADD.
A dialog box opens asking you to confirm your choice.
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Click OK.
The visitor type is added to the list in the yellow pane.
Once you have created a visitor type, you can edit it. To edit a visitor type:
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In the Visitor Type field, select the visitor type to edit.
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To change the display order, enter a value in the Tab Order field.
The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.
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To change the name of the visitor type, enter a value in the Rename field.
All historical information will reflect the new value.
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To change the status, select a value in the Status field.
Visitor types with a status of Inactive are not displayed to users.
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Click UPDATE.
Visitor types that have not been used can be deleted from the system.
Visitor types that have been associated with a visit cannot be deleted, but they can be inactivated to prevent users from accessing them.
To delete a visitor type:
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In the Visitor Type field, select the visitor type you want to delete.
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Click DELETE.
A dialog box opens asking you to confirm your choice.
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Click OK.