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

In GuardsPro, managing visitors is an essential part of maintaining site security and organization. The Back Office Dashboard provides admins with a centralized platform to not only add visitor details themselves but also view the visitors added by guards directly from the mobile app. This ensures that all records are properly stored, synchronized, and accessible whenever needed.

By eliminating the need for manual logs, GuardsPro offers a streamlined way to track and manage visitors. This improves accountability, enhances communication between admins and guards, and ensures that every visitor entry is securely recorded in the system.

📌 Prerequisites

Before adding or managing 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 add and manage visitors in the Back Office Dashboard:

🧭 Step 1: Navigate to Visitor Manager

• Click on Visitor Manager from the main menu.

• Select Visitors.

• Now click on Add Visitor.

📂 Step 2: Add Visitor Details

• On the next screen, enter the details marked with * (mandatory fields) one by one.

• You can also add an image to the entry for better identification.

• Once all details are added, click Save.

Additionally, you can assign a label to the visitor. Labels make it easier to categorize visitors, and later you can filter the visitor list based on these labels for quick access. 

🛠 Step 3: Manage Visitor Entry

• From the three‑dot menu next to the visitor entry, you can:

  • View details in a new tab

  • Edit the visitor information

  • Delete the visitor entry

  • Check‑in/out the visitor

⚙️ Step 4: Managing Visitors

• Use the Filter option to refine visitor details based on specific criteria such as, Client, Post site, Guard, Labels.

• Use the Search option to quickly locate a visitor record.

• Right next to the filter, you’ll find the three‑dot menu. From here, you can:

  • Import Visitors – Download the CSV file, add the visitor details, and upload the completed file to import multiple visitors at once.

  • Export records as PDF or Excel

  • Print or email visitor details

Additionally, the Action option allows you to delete, archive, or restore multiple visitor entries at once.

🎯That’s it! Adding visitors on the GuardsPro Back Office Dashboard is quick and efficient. By following these steps, admins can ensure accurate visitor records, manage post sites effectively, and maintain better site security.

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