A guide to ensure each person checking in gets the right information tailored for their purpose on-site
We've got three types of check-ins ready for you: Employee, Subcontractor, and Visitor.
Table of Contents
Requirements
Permissions: Company/Site Hosts with permissions. If you do not have these permissions, please reach out to your 1Breadcrumb administrator.
Note: The Visitor Type you require for your site must already be created in your Company Settings. Follow this link to learn how to Create & Manage Visitor Types.
Web Portal Instructions 💻
Step 1:
- Navigate to the Sites page using the toolbar on the left side of your screen.
- Search for the specific site you want to manage the Visitor Types for. You can do this by scrolling through the list of sites or by using the search bar.
- Once you've identified the site, click the orange Manage Sites button.
Step 2:
- In the new window, select the Visitor Types tab from the Site Settings dropdown menu.
- Click the ‘Do you want to limit visitors of this site based on types?’ toggle. From the list of Visitor Types, click on each one you want to appear when checking into this site.
- After making all the necessary changes, click the green ‘Submit Changes’ button in the top right-hand corner of this settings page.
