Manage watchlist members

Edit or delete watchlist members to keep your watchlists up to date.

Required tier Enterprise tier. Enhanced and Corporate tiers require the Watchlist add-on. What is my tier?
Required permission Watchlists. This permission is included by default for the account administrator role. What is my role?

Important:

If your watchlist is integrated with a third-party application, you will need to manage members in that application.

Edit a member

  1. From the left sidebar in VisitorOS, select Manage.
  2. Select Watchlist.
    Screenshot of the Watchlist option in the manage menu.
  3. Find the watchlist you want to edit the members of, and select the Manage Members Screenshot of the manage members icon. icon.
  4. Select a member.
  5. Update the member’s information.
  6. Select Save.

Delete a member

Deleting a member permanently removes their information from the watchlist.

Tip:

If you want a watchlist to stop checking sign-ins against a member temporarily, edit the member and set an "Effective Date". Until that date, the watchlist will not flag sign-ins that match the member.

  1. From the left sidebar in VisitorOS, select Manage.
  2. Select Watchlist.
    Screenshot of the Watchlist option in the manage menu.
  3. Find the watchlist with the members you want to delete, and select the Manage Members Screenshot of the manage members icon. icon.
  4. Find the member in the list, and select the Delete Screenshot of the delete icon. icon.
  5. Select Yes to confirm.

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