Host guide to VisitorOS

This guide explains what Hosts can view and manage in VisitorOS.

About the Host role

The term "Host" can refer to the default role for users added to VisitorOS or to employees listed in the address book. If an employee is only in the address book, they cannot access the VisitorOS module. They can only be selected as the host for an event or when a visitor signs in. For the purposes of this article, "Host" will only refer to users who can sign in to VisitorOS.

By default, Hosts have access to the following permissions:

• Events (Managed/My Events): View and manage events where the user is the host.
• Visitor Log: View historical record of their visitors.

Create an account

After your admin adds you to VisitorOS, they will either provide you with your password to Sign in to FacilityOS, or you will receive an email with a link to create a password. If you received an email, follow the steps below.

1. Open the email and follow the link to create your password.

   Note:

   If you did not receive the email, see Reset your forgotten password.

2. After creating your password, go to the FacilityOS sign-in page. For more information about signing in, see Sign in to FacilityOS.

Navigate to VisitorOS

1. From the left sidebar in FacilityOS, click Modules.
2. In the "VisitorOS" section, click Launch.
   

Profile settings

Access your profile settings to make personal changes to your account.

1. In the upper-right corner, click your name, then select My Profile.
    
2. Make any of the following changes:
   • Set your preferred language
   • Set up two-factor authentication
   • Personalize your datetime format
   • Change your password
3. Click Save.

Overview of VisitorOS

Dashboard

The Dashboard is the heart of VisitorOS and is the first page you will see after signing in to the module. From the Dashboard, you can view the following information:

• Expected Today: Visitors who you are scheduled to see.

• Events: Your current and upcoming events

  Note:

  The "Expected Today" and "Events" sections will only appear if there are visitors or events scheduled for the current day.

• Signed-In Visitors: Your visitors who are currently signed in.
• Pending Sign-Ins: Your visitors who have arrived early and are waiting for the event or meeting to start.

You can also take the following action:

• Invite Visitor: Select this option to invite a visitor to your site. This option is also available on the Events page.

Visitors

The Visitors page provides a history of everyone who has signed in. From here, you can take any of the following actions:

• View visitor records 
• Download a visitors documents

Events

The Events page is where you can create an event and invite multiple guests at once.

How events work

Below is the basic process for creating an event and having guests sign in. Depending on how your site is set up, the process may look different.

1. In VisitorOS, create an event.
2. After creating an event, invite your guests.
3. Your guests will receive an invitation with a QR code for the event.
4. When your guests arrive, they will scan the QR code to sign in.

Additional Resources

FacilityOS offers live office hours where you can ask any questions you may have. To join, register for one of the following sessions:

• Chat with us on Tuesdays at 2 PM ET – Register now
• Chat with us on Thursdays at 2 PM ET – Register now

You can also visit the FacilityOS Help Center and use the search bar to find answers to your questions. To learn more about using the search bar, see Best practices for searching the FacilityOS Help Center.