How to Configure Settings
Learn how to configure the settings of your Visitor Management System efficiently and effortlessly with this informative guide.
Visitor Management: System Settings
During initial site configuration, District Administrators will configure district-wide system settings. Districts then have the option to prevent individual schools further customization. Below are the categories for configuring your system. You will find these settings under Admin > Visitor Management Settings.
Each of these settings has the option for District Administrators to prevent individual schools from making changes on each option. To enable this, a District Admin must toggle the option on each setting they wish to block.
Restricted Persons Policy – District policy for what front office staff should do when they encounter a restricted person (sex offender, person with custody issues, etc.)
Visit Options - These options show up when your front office staff checks someone in. Customize options to meet your reporting needs. District admins can choose to Preven School Overrides on this option OR allow schools to add visit options for their specific location.
Time in Building – Set the time at which your front office staff will be alerted that a visitor has been in the building for too long before checking out. Customized at building level or set for all schools.
Student Tracking – These options show up when your front office staff performs a late check-in or early check-out for one of your students. Customize options below in order to fit your reporting needs. Default options available, add custom options ONLY AT BUILDING LEVEL.
Check-In Badge – Customize what information appears on a visitor’s badge when they Check-in
Optional fields to include in printing: Picture, Visiting, Destination, Reason for Visit. Choose badge orientation (vertical/horizontal).
Scheduled Visits – Indicate below whether your school will allow scheduled visits from the mobile app.
Mobile App Settings – Enter instructions to be shown after a visitor has scheduled a check-in through the mobile app.
Self-Serve Set Up – Enable your self-serve page. Select which you will allow checking in and out on self serve for. Add your school logo. Include instructors for check-in and check-out process. Save your instructions.
Once settings are configured at a district-level, school buildings have the option to further customize settings to meet their building-specific needs.
Volunteer Management: System Settings
During initial site configuration, District Administrators will configure district-wide system settings. Districts then have the option to prevent individual schools further customization. Below are the categories for configuring your system. You will find these settings under Admin > Volunteer Management.
Customize Application – Enable/Disable Application toggle. Preview Application in the top right. Copy the public application link.
Welcome Message – Thanks for deciding to Volunteer at our School District! The following application includes some personal details about you and a background check in order to ensure the safety of our students. If you have questions please contact the school.
Customize Questions – Customize the content of your application.
Legal Disclaimer – In connection with my application and desire to engage in volunteer activities, I have been advised and I hereby consent and authorize Michigan and its agent, at any time during or subsequent to my application process, to conduct a background check that may include a criminal record check and such additional verifications and reference checks as deemed necessary.
Application Approval – Customize message for:
- Application Received
- Application Approved
- Application Denied
Review Background Check Service.
Volunteer Portal – Enable/Disable Volunteer Portal with the toggle. Preview or copy public link.
Once settings are configured at a district-level, school buildings have the option to further customize settings to meet their building-specific needs.