Manage the address book

You can edit, pin, deactivate, or delete hosts in your address book.

Required tier Corporate, Enhanced, or Enterprise tier. What is my tier?
Required permission Manage address book. This permission is included by default for the account administrator and site administrator roles. What is my role?

Edit host details

  1. From the left sidebar in VisitorOS, click Manage, then select Address Book.
    Screenshot showing the "Address Book" option highlighted.
  2. Select the desired host.
  3. Make any changes to the host.
  4. In the upper-right corner, click Save.

Pin a host

You can pin a host so they appear on the "Host selection" screen. This lets visitors select the host without needing to search for them.

  1. From the left sidebar in VisitorOS, click Manage, then select Address Book.
    Screenshot showing the "Address Book" option highlighted.
  2. Select the host you want to pin.
  3. In "Details", turn on Pin to 'Host selection' screen.
  4. Click Save.

Deactivate or activate a host

You can deactivate a host in the address book to temporarily prevent them from being visited, and then activate them again when needed.

  1. From the left sidebar in VisitorOS, click Manage, then select Address Book.
    Screenshot showing the "Address Book" option highlighted.
  2. Select the host you want to update.
  3. To deactivate a host, next to their avatar, turn off Active. To activate them, turn it on.
    deactivate_employee.png
  4. In the upper-right corner, click Save.

Delete a host

  1. From the left sidebar in VisitorOS, click Manage, then select Address Book.
    Screenshot showing the "Address Book" option highlighted.
  2. Use the search bar to find the host by their name, email, or phone number.

    Tip:

    To narrow the results, click the Filter Filter.png icon, and then apply your filters.

  3. Next to the host you want to delete, click the Delete Screenshot of the Delete icon. icon.
  4. Click Yes to confirm and delete.
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