Trigger example: Deny access if a visitor selects a host who is not on-site

Learn how to set up a trigger to deny access to a pre-registered visitor when their host is off-site. You need the Triggers Manager user role to set up a trigger.

How it works

Triggers are used to automate actions based on sign in/out activity in WhosOnLocation. There are many different triggers available to help you manage people visiting your location, including sending notifications, displaying messages, denying access based on answers to custom questions, and more.

To set up the trigger, you need to configure the following details: 

  1. Choose the event – select what the event is that will trigger the pop-up notification.
  2. Set up the rule – choose the parameters for activating the trigger. In this example, the host status is the rule. 
  3. Choose what the action is – select the action that is triggered if the event and rule is met. 
Your account must have the triggers add-on enabled to set up a trigger.

Set up a trigger to deny access if a host is not on-site

  1. Go to Locations, then select the location from the drop-down list.
  2. Select Triggers.
  3. Click Create a New Trigger.

    TRigger-Add.png

Trigger Details tab

  1. Enter the trigger name.
  2. Select Active next to the Trigger Status.
  3. Under Trigger Event, select Visitor Sign In.
  4. Click Next.

    Visitor-host-trigger-1.png

Trigger Rules tab

  1. Click Create a New Rule.
  2. Select the Visitor - Host Status rule.
  3. Select is the Following as the rule condition.
  4. Select Off-Site.
  5. Click Next.

    Visitor-host-trigger-2.png

Trigger Actions tab

  1. Click Create a New Action.
  2. Select Deny Access as the action.
  3. Select Red as the pop-up style.
  4. Use the placeholders to set up the pop-up title and message. 
  5. Click Save & Close.

    Visitor-host-trigger-3.png

Visitors will now see a deny access message on the kiosk if they select a host who is not on-site.

Visitor-host-trigger-Preview.png