Visitor Management Admin Training: Customizing Visitor Management
On-Demand Admin User training outlining the steps to setup and customize your Visitor Management solution.
On-Demand Resources to setup and customize your Visitor Management solution.
Navigate360's Visitor Management solution enables campuses to seamlessly integrates into your school’s safety protocols, facilitating a smooth transition for visitor check-ins, staff check-ins/outs, and student late check-ins/early check-outs.
Audience: District Administrator, Building Administrator
Scope of Training: This training session will guide District and Building Administrators through the process of customizing and managing Navigate360’s Visitor Management system. Key areas covered included:
- User Management and Permissions
- Visitor Check-In Settings and Badge Printing
- Attendance and Visit Time Configurations
- Auto-checkout and Security Notifications
- Mobile Application and Self-Service Kiosk Setup
Additional Resources:
Accessing Visitor Management Portal
- Open a web browser (Google Chrome/Edge) on your dedicated Visitor Management Laptop.
- Navigate to www.navigate360vm.com.
- Log In with Visitor Management credentials.
- You will now have access to the Visitor, Student and Faculty check in-out pannels.
VM Expert Tip: Clicking on the Star icon in either Chrome or Edge will allow you to save this bookmark for quicker access.
Editing School Information
How to Add/Edit School Information
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the School Info tab
- Add or edit the below details:
- School Name
- Phone
- Address
- City
- State
- Zip
- Start Time (Time that the school day in the building starts)
- End Time (Time that the school day in the building ends)
- Timezone
SSO (Single Sign-On) Setup
SSO (Single Sign-On) Set Up
This article will detail the needed steps by a School District to set up SSO for Navigate360 Visitor Management System. Each section must be followed in order, first by the school district in Section A, then by Navigate360 in Section B, and then finally by the school district in Section C.
A. Azure Setup - Completed by District
To fill in the basic information section for the connection between Auth0 and Microsoft Azure AD, you'll need to gather and send specific details (Client ID, Client Secret, and Azure AD Domain) from your Azure AD portal. Please follow the below steps to complete this task.
- Log in to the Azure Portal: Open the Azure Portal and log in with your account.
- Navigate to Azure AD (Active Directory): From the left-hand navigation pane, select “Azure Active Directory.”
- Go to App Registrations: Select "App registrations" from the menu.
- Create or Select an Application: If you have an existing application that you want to use, click on its name. Otherwise, click "New Registration" to create a new application.
-
Add the Redirect URI: In the “Overview” or “Authentication” section, add the below callback address as a Redirect URI:
- Type: Web
- Redirect URI: https://alice-dev.auth0.com/login/callback
- Copy the Client ID: In the "Overview" section, you'll find the Application (client) ID. Copy this value.
- Create a Client Secret: Go to the "Certificates & secrets" section, then click on "New client secret." Enter a description and select an expiration period, then click "Add." Copy the value of the client secret as it won't be visible again after you leave this page.
- Find Your Azure AD Domain: Go back to the "Azure Active Directory" overview page. You should see your primary domain listed under the "Custom domain names" section. It will typically be in the format “yourdomain.onmicrosoft.com.”
- Send the Client ID, Client Secret, and Azure AD Domain to your Navigate360 Implementation Consultant.
B. Auth0 Setup - Completed by Navigate360
Once you provide the Client ID, Client Secret, and Azure AD Domain to your Navigate360 Implementation Consultant (Section A), the Navigate360 team will complete the needed Auth0 steps.
The Implementation Specialist will then inform you so that you can complete the steps in the VMS Configuration (Section C).
C. VMS Configuration - Completed by District
Now that both Azure and Auth0 setup is complete, Please follow the below steps to complete configuration and confirm setup.
Configure the group name to the permission level
- Find the group names within your Azure AD. You’ll link the group names created in Azure to the SSO Permission Mapping page in VMS.
- In VMS, under the Admin menu, click SSO Permission Mapping.
Note:
This activity requires District Admin permissions
- Click on the Add Groups button.
- Click Add Groups Manually.
- Enter the Group Name.
Make sure the Group Name is entered exactly how it is listed in Azure AD
- Press enter after typing a Group Name. You can add multiple Group Names for a single Permission Level prior to saving.
- Ensure you've selected the Permission Level for any Group Name(s) showing in the dialogue. Click Save Changes.
- The Group name and the permission are now saved in the group name table.
- Repeat the process for any remaining Group/Permission combinations
Testing the SSO
- Log into VMS to test the SSO authentication. Click Sign in with SSO.
- A popup will appear and you may enter the email you have access to.
- Note that the testing email address will need to have access to Group Name configured in VMS (Section C).
- Note that the testing email address will need to have access to Group Name configured in VMS (Section C).
- You will see a message “SINGLE SIGN-ON ENABLED.”
- When pressing on Log In, you will be redirected to your Microsoft Account authentication.
- Once Microsoft has authenticated, the popup will be closed and the system will redirect you to the main VMS page.
Troubleshooting
- Ensure steps outlined have been completed.
- Check that pop-up blockers or cross-site limiters are not preventing the VMS to Azure communication.
Visitor Check-in Settings
Visitor Check-in Settings
Visitor Management allows District and Building Admins to select which information must be provided by a visitor before completing their check-in and entering the building. See below for details on how to set specific visit details as Mandatory or Optional:
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the Visitor Check-in Settings tab
Visitor Check-in Settings
- Users can toggle between the Mandatory and Optional buttons for each of the visit details below, to ensure the necessary information is provided by a visitor before completing their check-in:
- Visitor Type - always set to mandatory by default
- Reason for Visit - always set to mandatory by default
- Destination
- Who are you Visiting
- Mobile Number
-
District Admins can save and apply these settings to all schools in the district
- District Admins can also toggle on the Prevent School Overrides option to ensure that these settings are not changed by a Building Admin at a later date
- If Prevent School Overrides is disabled, Building Admins will have the ability to update and save the preferred settings for their school
Note: The settings saved on this page will apply to all visitor check-ins completed on Self-Serve and Staff-Assisted stations.
Customizing the Restricted Persons Policy
Restricted Persons Policy
Restricted Persons Policy
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- By default, the user is now on the Users tab
- Under Visitor Management Settings, navigate to the Restricted Persons Policy Page
- Enter the school district's policy in the Policy field
- Click on Save & Apply This Setting for All Schools
Prevent School Overrides - District Admin only
Toggle the Prevent School Overrides option to prevent Building Admins from making changes at their specific sites.
Setting up Self-Serve Kiosk
Self-Serve Setup
Visitor Management offers a Self-Serve workflow for students, staff, visitors and volunteers to check themselves into the building. See below for details on how to set up the Self-Serve kiosk for the building.
- Log into Visitor Management as a District Admin or Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the Self Serve Setup tab
- Toggle on the Self-Serve Page option
Self-Serve Settings
- Users can toggle on the below personas to allow them to check in or check out via the Self-Serve kiosk:
-
Student
- Barcode/RFID scanning - Users can set this option if students will use school IDs with a barcode or RFID to check in late or check-out early.
- Name or ID # - This option is set by default and allows students to use their name or student ID # to search for their profile to check in late or check-out early.
- Staff
- Barcode/RFID scanning - Users can set this option if staff will use school IDs with a barcode or RFID to check in and out of the building.
- QR code from mobile app - This option is set by default and allows staff to use the QR code generated from the mobile app to check in and out of the building.
- Staff ID # - This option is set by default and allows staff to use their staff ID # to search for their profile to check in and out of the building.
-
Visitor
- QR code from mobile app - This option is set by default and allows visitors to use the QR code generated from the mobile app to check in for a scheduled visit.
-
Scan Government-issued ID - This option is set by default and allows for visitors to scan their government issued ID to check in and out for their visit.
- Users can set the default ID scanning method between Camera and 2D Scanner (Please note that 2D scanners are only compatible with US driver's licenses.
-
First Visit Options - Users can set this option to prevent visitors from checking in on Self-Serve for their first visit to the building.
- First-time visitors will be prompted to see the front desk and continue their check-in on the Staff-Assisted station.
-
Volunteer
- QR code from mobile app - This option is set by default and allows volunteers to use the QR code sent in the email for the event they registered for prior to their visit.
- Email Address - This option is set by default and allows volunteers to enter the email address used to sign up as a volunteer to check in for an event in the building.
-
Student
- Users can add a school logo to display on the Self-Serve page
- Note: Supported format JPEG, PNG. Maximum file size 1 MB. Please ensure that the image has the same height and width.
- Users will see a URL on the bottom of the page, this URL can be clicked on to open the Self-Serve page in another tab in the browser
- Users can also click on Copy Link to copy the link and then paste the URL on another browser or machine.
Instructions After Check-in
- Users can enter instructions for visitors after they check in. Instructions can be entered in English and Spanish. If the Spanish Instructions are left blank, only the English version will be used.
- Users will see a URL on the bottom of the page, this URL can be clicked on to open the Self-Serve page in another tab in the browser
- Users can also click on Copy Link to copy the link and then paste the URL on another browser or machine.
Instructions After Check-out
- Users can enter instructions for visitors after they check out. Instructions can be entered in English and Spanish. If the Spanish Instructions are left blank, only the English version will be used.
- Users will see a URL on the bottom of the page, this URL can be clicked on to open the Self-Serve page in another tab in the browser
- Users can also click on Copy Link to copy the link and then paste the URL on another browser or machine.
PowerSchool Writeback Integration
PowerSchool Setup
PowerSchool Setup - PowerSchool Writeback Mode
The PowerSchool Writeback functionality enables each school that uses the Student function of VMS to transfer information back to their PowerSchool instance. Once setup, any time a student event happens in VMS, it is instantly transferred to PowerSchool without any additional work needed from the school. District Admin users need to complete the initial setup to use this function. If a District Admin has not enabled the Prevent School Overrides toggle, Building Admins will be able to set the Attendance Mode and Visible Student ID options for their school(s).
For example, if a student has to check-in late or check-out early, the event will writeback to PowerSchool.
Note: PowerSchool Writeback functionality and the Navigate360 Attendance Access Plugin requires a paid subscription. To learn more about this functionality and/or receive your Attendance Access Plugin download, please reach out to your Navigate360 Customer Experience Consultant.
District Admin
- Log into Visitor Management as a District Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the PowerSchool Setup tab
- Enter the PowerSchool URL for your school district
- This should be the URL used to login to your PowerSchool Admin Portal
- Please exclude any trailing forward-slashes from the end your PowerSchool URL, example: "https://sample-district.powerschool.com"
- Enter the Client ID and Client Secret
- Note: These details are found in the Data Provider Configuration section once the Navigate360 Attendance Access Plugin is installed.
- Set the Attendance Mode to match how Attendance is tracked in the PowerSchool SIS:
- Daily
- Time
-
Meeting
- Note: If the Prevent School Overrides option is not set at the district level, then the user will be able to set the needed Attendance Mode in the building the user is currently logged into.
- Set the Visible Student ID that you would like to be displayed in Visitor Management:
- SIS ID
- Student Number
- Click Save Setup
- Note: These settings will set the selected options for all schools in the district.
Prevent School Overrides
If all schools will have the same Attendance Mode and Visible Student ID, then the Prevent School Overrides setting needs to be toggled on. If all schools will not have the same Attendance Mode and Visible Student ID, then the Prevent School Overrides setting needs to be toggled off. Toggling this setting off allows Building Admins to set their needed Attendance Mode and Visible Student ID settings.
Building Admin (Prevent School Overrides Toggled Off)
- Log into Visitor Management as a Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the PowerSchool Setup tab
- View the below fields are filled out and disabled:
- PowerSchool URL
- Client ID
- Client Secret
- Set the Attendance Mode to match how Attendance is tracked in the PowerSchool SIS for the current building:
- Daily
- Time
- Meeting
- Set the Visible Student ID that you would like to be displayed in Visitor Management:
- SIS ID
- Student Number
- Click Save Setup
- Note: These settings will set the selected options for the building that the Building Admin is currently logged into.
Building Admin (Prevent School Overrides Toggled On)
- Log into Visitor Management as a Building Admin
- Navigate to the Admin Settings by clicking the key icon on the side navigation menu
- Navigate to the PowerSchool Setup tab
- View the below fields are filled out and disabled:
- PowerSchool URL
- Client ID
- Client Secret
- Attendance Mode
- Visible Student ID