Share access with visitors

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The Visitor Management feature is currently in beta testing phase.

With Visitor Management, organization admins can easily share access, oversee lists of past and upcoming visitors, adjust visit times, and cancel access as needed, all in one convenient location within the Kisi One Security Platform.

Organization administrators can also delegate visitor management to non-admin users. To grant access, inside the visitor management app, click on your email in the top right corner, select Manage User Access, and choose the person who should manage visitors.

Inviting visitors from the dashboard works without a paid plan. Visitor registration points need a paid Visitor Management plan.

Add new visitor

1. Sign in to Kisi with your organization admin account
2. On your organization dashboard, navigate to Visitor Management
3. Select the Future Visitors tab
4. Click on Add Visitor
5. Leave Share Access on to give visitors access. Turn it off to only add them to the visitor log, without a credential.
6. If Share Access is on, open the Select group dropdown and select the group whose access the visitor receives
7. Under Send via, choose Email or Text Message
8. If you selected Email, choose Access Link, QR Code or QR Code & Access Link under Select Access Type. Text Message only supports Access Link.
9. Enter the visitor's name and email address, or phone number for text messages. With Email, every visitor needs an email address before you can click Add.
10. (Optional) Click on Add Another to add further visitors. You can add up to four visitors at a time.
11. Set Valid From and Valid Until. The default is 9 AM to 6 PM tomorrow, in your current time zone.
12. Click Add

The invitation email includes the instructions set in the registration point settings, if any.

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Text Message only supports US and Canadian phone numbers and only offers Access Link. Text messages count against a monthly Message Quota shown in the dialog. To raise the quota, contact your Account Executive.

Edit a visitor

1. Select the Future Visitors tab
2. Click the visitor to open Edit Visitor
3. Change the details and save

Changing the access type, email, phone number, validity or group cancels the visitor's old credential, issues a new one and sends the invitation again. Expired visitors can't be edited, and Kisi shows This Visitor has expired and cannot be modified.

Cancel visitor access

1. Sign in to Kisi with your organization admin account
2. On your organization dashboard, navigate to Visitor Management
3. Select the Future Visitors tab
4. Select the visitors you want to cancel access for. You can select several at once.
5. Click on Deactivate
6. Confirm your choice

Review past visitors

1. Sign in to Kisi with your organization admin account
2. On your organization dashboard, navigate to Visitor Management
3. Select the Past Visitors tab
4. Use the search box (Search by name or email) and the pagination feature to review the list of past visitors

The list shows each visitor's name, email address, who issued the access, which group they were given access through, and the access validity period. It also shows:

• Status - Active, Past or Cancelled. If the visitor's access link is deleted elsewhere in Kisi, the visitor shows as Cancelled.
• Source - Check-in for visitors who used a registration point, or Invite for visitors added from the dashboard
• Whether the visitor signed the NDA, and the name and date they signed with

Visitor logs are kept while the Visitor Management app is installed. Uninstalling the app permanently deletes them, so export them first.

View custom field answers

If the registration point has custom fields, click View in a visitor's Custom Fields column to see their answers. Only visitors who check in through the registration form answer custom fields. Visitors you add with Add Visitor show "-" in the column.

Export a list of visitors

1. Sign in to Kisi with your organization admin account
2. On your organization dashboard, navigate to Visitor Management
3. Depending on the type of visitors you want to export, select the Future Visitors or Past Visitors tab
4. Click on Export

This will download a CSV file with the relevant visitor list, including the Status, Source and NDA columns. The Custom Fields column lists each answer as Question: answer, separated by semicolons.

Uninstall Visitor Management

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Export your visitor lists before uninstalling. Uninstalling can't be undone.

Uninstalling the Visitor Management app:

• Cancels the access link or QR code of every current and upcoming visitor
• Stops all registration links and QR codes from working
• Deletes uploaded logos and agreements
• Deletes the visitor log

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Try the visitor registration point to let visitors check in on arrival. Registration points need a paid Visitor Management plan. You can start a 30-day free trial of Visitor Management Pro with Activate Trial when you add your first registration point.