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Creating and Managing Your Visitor Groups

In this article we explain how you can create and manage visitor groups. Any user with access to WhosOnLocation can access their personal visitor groups

If you have a group of recurring visitors, e.g. a group of suppliers who come for a supplier meeting every month, you can create a visitor group to expedite their sign in process.

A visitor group gives you the ability to pre-register a group of frequent visitors in seconds, rather than one at a time, it gives you the ability to pre-print all their visitor passes quickly, and it gives you the ability to sign in the whole group in one click.

Any user can create their own user group which is unique to them and cannot be accessed or viewed by any other users. A Frequent Visitor can belong to as many or as few groups as required.

In the article, we show you how to:

Create a Visitor Group

Edit and Update a Visitor Group

Add Frequent Visitors to One or More Visitor Groups

View All Members of a Visitor Group

Remove a Visitor Group

Create a Visitor Group

From the Home screen:

1. Select the Go button next to Manage my Visitor Groups

2. Click Add New Group

3. Enter the Name and a Description of the group

4. Click Save

Your new group will be displayed in your list of Visitor Groups. It will have no members at first as you will need to add frequent visitors to this group.

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Edit and Update a Visitor Group

There are only two settings for a visitor group, the name and the description. You cannot edit the members from this section.

From the Home screen:

1. Select the Go button next to Manage my Visitor Groups

2. Click View next to the group you want to update

3. Make any changes

4. Click Save

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Add Frequent Visitors to One or More Visitor Groups

From the Home screen:

1. Click Go next to Manage my Frequent Visitor List

2. Click View next to your Frequent Visitor

3. Next to Visitor Groups click Update Selection

4. Choose the groups you want the frequent visitor to belong to

5. Click Close

The Frequent Visitor’s Profile will now show the name of the Group (or Groups) they belong to.

6. Click Save

Your Frequent Visitor list will be updated with the number of groups the visitor belongs to.

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View All Members of a Visitor Group

From the Home screen:

1. Click Go next to Manage my Visitor Groups

2. Click the number in the orange box next to the group

The list of visitors in this group will be displayed.

Please Note: Clicking this number takes you to the Frequent Visitor list and selects the group filter.

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Remove a Visitor Group

Removing a visitor group will not remove the frequent visitors from your Frequent Visitor List, it will just remove the group they belong to.

From the Home screen:

1. Click Go next to Manage my Visitor Groups

2. Select the group you want to remove using the checkbox

3. From the Run an Action dropdown menu, select Remove Visitor Group

4. Click Run Action

Once a group has been removed it cannot be restored.

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