A guide to manage the different types of visitors that can check in to your 1Breadcrumb site.
We've got three types of check-ins ready for you: Employee, Subcontractor, and Visitor. If you want to personalise things, these steps will show you exactly how to make those changes.
Table of Contents 💡
Requirements ❗
Permissions: Company Host Permissions required. If you do not have permission, please contact your 1Breadcrumb administrator.
Web Portal Instructions 💻
Step 1:
- Navigate to the company configuration settings by clicking on [Your Name / Your Company] located in the top right hand corner.
- Select Company Settings from the drop down menu.
- From here, click Visitor Types.
You can manage Visitor Types in the following ways:
Create a new Visitor Type:
- Enter the title of the new Visitor Type in the Type field
- Then click the Add New Type button.
Rename a existing Visitor Type:
- Locate the type you want to modify, then click the orange Edit icon inline with it.
- In the pop-up window, enter the updated title for the Visitor Type in the Type field.
- Click Update.
Delete a Visitor Type:
- Locate the Visitor Type you want to delete and click the red X icon next to it
- A pop-up window will ask you to confirm your decision, click Yes