How to view and manage visitors on the Back Office Dashboard?

The Back Office Dashboard maintains a virtual record of all visitors and vehicles entering and exiting client sites. These records are securely stored in the cloud, accessible to admins and managers, and can also be shared with clients for complete transparency.

While the Visits section generates a chronological record of every entry and exit, the Visitors list compiles detailed particulars of each visitor. This makes it easy to track profiles, notes, vehicles, and visit logs in one place.

📌 Prerequisites

Before viewing visitors in the visitor manager, make sure:

• The Visitor Manager module is enabled for your company.

• You have permission to access the Visitor Manager module.

✅ This guide will walk you through the steps to view and manage visitor profiles in the Back Office Dashboard:

🧭 Step 1: Open Visitor Manager

• From the main menu, click on Visitor Manager.

• Select Visitors.

📋 Step 2: Access Visitor List  

• A detailed list of all visitors across client sites will appear.

• Click on any visitor entry to open the sub‑menu.

• Use filters or search options to refine results by client, post site, or guard.

👤 Step 3: View Visitor Profile  

• From the sub‑menu, select Profile to access the visitor’s details.

• Add information such as name, email, contact details, and labels to complete the profile.

📝 Step 4: Manage Visitor Notes

• In the Visitor Notes section, you can add new notes and assign them to a particular guard.

• A list of previously added notes by both admins and guards will also appear here, allowing them to review past entries for context and continuity.

• This section is for internal use only. Notes are visible to back-office users and the assigned guard, but are not visible to clients.

🚗 Step 5: Manage Visitor Vehicles

• A list of vehicles already associated with the visitor will appear here, giving you quick visibility of existing records.

• You can also add more vehicles using the add new vehicle option or delete them using the action button from the visitor profile as needed, ensuring the vehicle information remains accurate and up to date.

📊 Step 6: Manage Visit Logs

• In the Visit Logs section, you’ll see a complete list of all visit records maintained in the system.

• Each log displays important details such as time‑in, time‑out, associated vehicle, and post site.

• You can also manually add a new visit log whenever required, ensuring that all visitor activity is properly documented.

• Using the three‑dot menu, you have the option to edit or delete visit logs. This allows you to keep records accurate and remove outdated or incorrect entries when necessary.

• When you click on the Action button, it will display the option to delete, allowing you to remove the selected entry quickly and efficiently.

🎯That’s it! With these simple steps, you can view visitors, manage their details, and track visit logs directly from the Back Office Dashboard. This ensures accurate monitoring, streamlined records, and stronger site security.

For any further questions, please feel free to contact our support team anytime.