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How to Invite New Users

Learn how to invite new Users to Visitor Management.

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Invite New Users

Permission Levels in Visitor Management:

District Admin: These users have access to all settings for all buildings

Building Admin: These users have access to all settings for their building(s)

Staff User: These users have access to everything for their building(s), except the Admin Settings

Alerts-Only: These users will receive security alert notifications for their building(s), but will not have access to the platform


Note: SIS Integration is required to set up User accounts in Visitor Management. This means that users can be individually created and invited to user Visitor Management if they are not associated with your SIS integration.

 

Please follow the steps below to invite new Users to Visitor Management: 

  1. Log into Visitor Management as a District Admin or Building Admin 
  2. Navigate to the Admin Settings by clicking the key icon on the side navigation menu
    1. By default this will open the Users tab
  3. From the Users tab, click on Invite User 
  4. Enter the new user's Email Address and select their Permissions level

    NOTE: If you are logged in as a Building Admin, you will be able to apply Building Admin and lower permissions when inviting users.

    Only District Admins have the ability to invite other District Admin users to the platform.

     
  5. Depending on the selected Permission level, additional information may be required
    1. Required info for District Admin:
      1. Email Address
    2. Required info for Building Admin:
      1. Email Address
      2. Building(s) 
    3. Required info for Staff User:
      1. Email Address
      2. Building(s) 
    4. Required info for Alerts-Only:
      1. Email Address
      2. First Name
      3. Last Name
      4. Building(s) 
      5. Notification Type
  6. After setting the desired permission level and adding the required information above, click Send Invite
    1. The new user will then receive a Welcome Email with a link to finish creating their account
settings menu vms admin invite new users visitor management how to invite a new user new user

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