Portal
VisitorOS: Backend Overview and Configuration Training Video
Visit this link as part of your first steps to launching iLobby with your facility! VisitorOS: Backend Overview and Configuration - YouTube
Default User Account Types Overview
iLobby's Account Types can be configured to meet your Facility's visitor management workflow needs. Out of the box, iLobby is equipped with the following account types and role permissions. These roles can be assigned to any User you invite to the ...
Configuring Permissions for User Roles
Permissions grant access to specific portal functions and are assigned to user roles. The role which provides users with the broadest permissions, including full access to account settings, billing information, visitors, devices, and users at all ...
Configuring Personalization
The procedures in this article are accessed by clicking and then Configuration, then clicking the name of your configuration. Go to the Personalization tab to configure languages, visitor types, and data fields for the iLobby application. ...
Working with Advanced Pre-registration
With advanced pre-registration functionality, you can send invitations to guests which allows them to fill out important information and documents prior to arriving on site. Note: To have this function enabled for your environment, please contact ...
Configuring Recurring Events
In case you have events that repeat on a regular basis, to avoid recreating the same events multiple times, you can make this event a recurring one. You can create a recurring event from scratch, or you can modify existing events. Note: Please refer ...
Working with Watch Lists
This function does not prevent a visitor from entering the site. It just notifies hosts if the information entered by a visitor matches the information provided in the watch lists. Creating a Watch List To add a watch list: 1. Click , then Watch ...
Adding Sign-in Documents
Use this feature to configure and manage the documents presented to visitors during the sign-in process. Documents include ones that can be viewed and signed, PDF slideshows, and videos. All documents displayed on the device are logged as a part of ...
Configuring Device Background
The procedures in this article are accessed by clicking and then Configuration, then clicking the name of your configuration. Use the Backgrounds tab to enhance your branding and customize the visitor's experience by adding images to be displayed ...
Configuring Visitor Auto-Signout
The procedures in this article are accessed by clicking and then Configuration, then clicking the name of your configuration. On the Visitor Auto-Signout tab, determine if and how visitors are signed out by the system automatically. This feature ...
Configuring the Returning Visitor Feature
· This feature saves information about frequent visitors and allows them to quickly sign in. The procedures in this article are accessed by clicking and then Configuration, then clicking the name of your configuration. To configure the ...
Printing Visitor Badges
Use this function to control how visitor badges are printed from the device. Separate articles explain how to set up the badge printing function itself: Wi-Fi Printing Configuration Guide (iOS) Setting up Bluetooth Printing Once this functionality is ...
Adding a Logo
The procedures in this article are accessed by clicking and then Configuration, then clicking the name of your configuration. Upload your company logo to the Logo tab. This logo appears on the main screen of the device and in invitation emails sent ...
Configuring General Settings
1. Click , then Configuration, then the name of your configuration. 2. On the General tab, enter the Site Name: this is used in notifications sent to hosts; e.g., “You have a visitor waiting for you at <Site Name>.” 3. Select the Time Zone in which ...
Issuing Employee Passes
An employee pass is a time-limited QR code issued to an employee in order to speed up the sign-in process. Passes can be issued to any employee in the Address Book: employees can then add their passes to their Apple Wallet or to an Android wallet. ...
Working with Visitor Records
The Visitors tab on the Dashboard shows a complete log of all visitors to a site. It provides access to any information collected about visitors during sign-in, such as the time they signed in or out, how long they stayed, who they visited, etc. ...
Configuring Device Appearance and Behaviour
You can configure the look and feel of the iLobby application on devices. Click , then Configuration. You see a list of sites available for configuration. A site is a physical place (office) to which visitors come. If you have multiple offices, you ...
Using the Dashboard
The Dashboard is the first page shown in the admin portal, which is used to monitor, manage, configure and customize your iLobby implementation. Note: The screens and features you see in the Dashboard depend on the system's configuration and your ...
Setting up Global Messaging
You can use the iLobby portal to send messages to contacts in your Address Book, via the Global messaging function. 1. Click Settings, then Global Messaging. 2. Enter the Subject and Body of the message. 3. To send the message only to hosts at ...
Setting up Roles
Account administrators can define roles that grant employees access to specific iLobby portal functions. There are two system built-in roles: The Account Administrator System Role provides users with the broadest permissions, including full access to ...
Setting up Users
The Users page lists portal users. Account Administrators can view this page and give access, assign roles and permissions, and manage the accounts of portal users. Note that hosts and other employees do not need a portal account unless they are ...
Viewing Profile and Resetting Password
Click , then My Profile. 1. You can modify your notification preferences here: 2. To protect your account, you can enable Two Factor Authentication 3. You can also reset/change the password for the account. 4. You can adjust the date and time ...
Working with Billing
To view and retrieve your iLobby invoices, and to configure payment methods and billing details, click , then Billing.
Purchasing Consumables
Click , then Store. Select the desired products and quantities, and purchase by following the onscreen instructions.
Setting up Devices
About the Devices Page Devices are the iPads or Windows tablets that visitors use when entering the site. You can use the Devices page of the portal to remotely monitor the connectivity status of the devices used at all your sites and to gather ...
Setting up Voice Notifications
Use the voice notifications function to allow hosts to receive a phone call notifying them that they have a visitor every time a guest signs in. Be sure that the correct number for the host is recorded in each host's profile in the Address Book. The ...
Portal Settings
To configure and manage the functions of the iLobby system, click the gear icon in the top right corner and select a function. Note that all changes are effective immediately, although it may take up to 5 minutes for the device to reflect changes. ...
Configuring Events
This feature allows hosts to invite guests, via email, to visit them at a specific site and at a specific time: this speeds up the sign-in process. You can configure events for either multiple guests or a single guest. Configuring Multi-Guest Event ...
Setting up Visitor's Picture Feature
This feature turns on the device's front camera to capture the visitor’s photo during sign-in. The procedures in this article are accessed by clicking and then Configuration, then clicking the name of your configuration. 1. On the Features tab, ...
Configuring Features
The procedures in this article are accessed by clicking and then Configuration, then clicking the name of your configuration. Use the Features tab to further customize the experience on the tablet. From this tab, you can access the following ...
Configuring the Address Book
In order for guests to be able to select a host on the iLobby app, and for the hosts to be notified of a visitor, the iLobby Address Book needs to be populated with host (employee) profiles. You can add or edit profiles as necessary. Each host's ...
Configuring Notifications
The procedures in this article are accessed by clicking and then Configuration, then clicking the name of your configuration. Use the Notifications tab to: set up automated notifications for system events (including who should receive them) ...
Configuring and Editing Visitor Types
Visitor types can be configured to follow a unique logical flow with specific requirements for data collection. Visitors select from the available visitor types during sign-in. The procedures in this article are accessed by clicking and then ...