SV3 Visitor | Admin Settings | Manage Contacts, Groups & Building Information

Overview

This article covers how to manage the contacts and company information that power visitor scheduling, auto-fill, and host search results.

Audience: Tenant Admins, Building Admins

A. Managing Contacts (Tenant Admin)

Add a Contact

1. Go to Admin → Contacts.

2. Click Add Contact.

3. Enter name, email, phone, and any required details.

4. Save.

Edit a Contact

1. Select the contact from the list.

2. Update their information.

3. Save.

Remove a Contact

1. Click on the contact.

2. Select Remove.

Important:
Contacts keep visitor profiles clean and avoid duplicate data during scheduling.

B. Updating Group Information (Tenant Admin)

Edit Company Name & Primary Contact

1. Go to Admin → General.

2. Update company name.

3. Select a new primary contact from your employee list.

4. Click Save Changes.

The primary contact appears in the building directory for walk-in approvals.

C. Building Information (Building Admin Only)

Update Building Details

1. Go to Building Admin → Edit Information.

2. Modify building name or configuration fields.

3. Save.

D. Managing the Stacking Plan (Building Admin Only)

Add a Tenant to the Stacking Plan

1. Go to Building Admin → Stacking Plan.

2. Select the suite number.

3. Click Add Lease → Create New.

4. Enter tenant/group name.

5. Save.

Remove a Tenant

1. Select the lease.

2. Click Retire.

This marks the space as vacant.

Best Practices

• Keep tenant contact lists updated monthly

• Retire old leases promptly to avoid scheduling confusion

• Ensure primary contacts are valid and active

• Remove duplicate contacts to reduce visitor auto-fill errors