Welcome to the get started guide! This guide will show you how to get started with SignInSimply quickly and easily. If you don’t find answers to your questions here, please check out our FAQ, or go ahead and contact us.
To access the visitor management system's administration page and to log out you must enter your administrator email address and password. This is so that visitors and other unauthorized users won’t be able to change settings or log out by accident.
The sign in page can be customized with a logo as well as a background image or background colour. The logo will be displayed above the sign in dialog - if you would like to place it elsewhere we suggest that you add it directly to the background image in the desired position with the help of image editing software.
To add a sign in logo and background image, go to Administration > Settings. Click on "Browse" beside the label Sign in logo and select the file you would like to upload. Hover over the icon for more information regarding maximum allowed dimensions and file size. Repeat the same process for the background image. Remember to select "Custom" in the Background type dropdown if you are uploading a background image. Finally, click Save.
If you don’t want to use a background image you can instead select a plain background colour with the colour selector or by entering a hex code directly in the Background colour input field. You must also select "None" in the Background type dropdown.
NOTE: If you have added or changed logo and/or background image on a separate computer from the visitor terminal you must log out and in on the visitor terminal for the images to display correctly.
To ensure that hosts are searchable, and that they receive email and/or SMS when visitors sign in, they must be added as users. Regular users cannot log in to the visitor management system while users with administrator rights can log in and access the administration page.
To add individual users manually, to to Administration > Users and click on Add user. Enter details and click Save.
A secondary email can be added if the user would like to have emails sent to two different addresses on visits.
To import users from an Excel sheet, go to Administration > Users. Click on Import users and then Download import template. Open the import template and fill it with users. The following fields are required for the user to be included in the import:
Administrators must have a unique primary email address. On import, a number of random characters will be appended to any email addresses that are already in use by an admin.
When the template has been filled in and saved, click on "Browse" and select the import template. Finally, click on Import.
NOTE: It is important that the import file does not contain data outside the defined columns and that the column headers are the same as the import template’s, otherwise an error will be shown on upload.
It is possible to customize the sign in fields in the sign in dialog by hiding the Company-field and adding a custom sign in field.
The Company field can be hidden by unchecking the Show company field checkbox under Administration > Settings. When the field has been hidden it will also be excluded from the visitor log.
You can add a custom sign in field to the sign in dialog by defining a name for the field in Custom sign in field under Administration > Settings. The information entered in the custom sign in field will be shown in the visitor log and is also included in the message to host. For example, the field can be used to let the visitor register their phone number, visitor badge number or vehicle registration number.
You can upload a PDF file containing terms of visitation which visitors must accept in order to check in. By clicking the link to the terms of visitation in the sign in dialog, the PDF file is displayed in an overlying window. Note that PDF files cannot be displayed on the sign in page on tablets as their browsers don't have built-in PDF readers.
Upload the PDF file under Administration > Settings > Terms of visitation PDF.
A custom name badge text can be defined in Custom sign in field under Administration > Settings. This text will be shown on the name badge under the sign out time and sign out code. For example, the text can be used to inform visitors of login details for wireless networks.
An auto sign out time can be set in Auto sign out time under Administration > Settings if you would like visitors to be signed out automatically in case they have not signed out themselves by the end of the day. Visitors have until 00:00 to sign out, otherwise the defined sign out time will be set in the visitor log.
Enable automatic name badge printing from the visitor management system by checking Use Dymo printer under Administration > Settings.
NOTE: If you have changed this setting on a separate computer from the visitor terminal you must log out and in on the visitor terminal for the change to take effect.
You must also ensure that:
If name badge printing is not working, please follow these steps:
Add visit reasons under Administration > Visit reasons by clicking on Add visit reason. There are three default visit reasons which cannot be deleted: Meeting, Training and Service & maintenance.
This function allows users with admin accounts (e.g. receptionists) to add one or more visitors to the system prior to their arrival in order to speed up the sign in process. Once the visitors arrive, the user can then sign them all in and print their name badges with one click. They can also print the name badges in advance of the visitors' arrival.
To add a pre-registered visit, go to Administration > Pre-registered visits and click on Add pre-registered visit. Enter details and click Save. You can enter multiple visitors for the same visit by separating their names with a comma. The expected arrival time is displayed on name badges if they are printed in advance of the visit, otherwise the actual sign in time is displayed.
Once a pre-registered visit has been added, you can take multiple actions on it using the buttons in the overview list. From left to right: