Change visitor approval settings

You can control when visitors need approval and who receives approval emails.

Required tier Enterprise tier. Enhanced and Corporate tiers require the visitor approval add-on. What is my tier?
Required permission Site configuration. This permission is included by default for the account administrator and site administrator role. What is my role?

Access visitor approval settings

  1. From the left sidebar in VisitorOS, click the Settings Screenshot of the Settings icon. icon, then select Sites.
    Screenshot of the Sites option highlighted.
  2. Select the site you want to configure.
  3. Click Features.
  4. Turn on Visitor Approval.
  5. Under "Visitor Approval", click Configure to open its settings panel.

Visitor approval settings

Once you have accessed the Visitor Approval settings panel, you can make the changes shown below.

Who receives approval emails

Under "Send Approval Emails to" choose who receives approval emails.

  • To send approval emails to the event host, select Host.
  • To send approval emails to a security officer, Select Security Officer and enter the email address of a user in VisitorOS. You can add one or more email addresses, separated by commas.
    security_officer_email.png

    Important:

    We recommend selecting only one option. If both "Host" and "Security Officer" are selected and their responses differ, only the first response received will be recorded.

Require approval before a visitor arrives

Under "Before Arrival for", you can turn on approval for actions that happen before the visitor arrives.

  • Selecting Event Invitations requires approval before event invitations or pre-registration invitations are sent.
  • Selecting Pre-registration Details requires approval for submitted pre-registrations before the guest receives their QR code for sign-in.

    Screenshot showing the event invitations and pre-registration details options highlighted.

    Note:

    The Pre-registration Details option requires pre-registration to be mandatory. To learn how, see Pre-registration settings.

Require approval during sign-in

Under "During Sign-In for", you can require approval after a visitor completes sign-in at your site.

  • To require approval for visitors who select "New Visitor Sign-In" on the sign-in screen, select New Visitors.
  • To require approval for visitors who select "Returning Visitors" on the sign-in screen, select Returning Visitors.
  • To require approval for visitors who sign in with their QR codes, select Pre-registered Visitors
    Screenshot showing the during sign-in options highlighted.
  • To delay badge printing until a sign-in is approved, turn on Delay Badge Printing Until After Sign-In Approval.

Limit approvals to specific visitor types

Turn on Limit to Specific Visitor Types to require approval only to selected visitor types.

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