SV3 Visitor | Admin Settings | Best Practices: Clean, Secure Visitor Operations

Overview

Proactive admin maintenance ensures your building runs smoothly, reduces Support tickets, and strengthens security.

Audience: Tenant Admins, Building Admins, Lobby Leads

Best Practices for Tenant Admins

1. Maintain an Updated User Directory

Review monthly:

• Add new employees

• Remove offboarded users

• Adjust permissions for role changes

2. Keep Contact Lists Clean

• Remove duplicates

• Correct outdated emails

• Ensure return visitors have consistent records

3. Standardize Naming Conventions

Use consistent formatting for:

• Hosts

• Company names

• Visitor names

• Guest lists

Best Practices for Building Admins

1. Audit Watchlists Regularly

• Remove outdated entries

• Update photos

• Validate characteristics

• Review notification recipients

2. Maintain Kiosk Health

• Restart tablets daily

• Update messaging quarterly

• Keep QR instructions clear

• Verify badge printers weekly

3. Manage Stacking Plan Accuracy

• Review tenant leases regularly

• Retire old suites promptly

• Ensure correct group names appear to hosts

Operational Best Practices

1. Use Recurrence for Long-Term Visitors

Reduces walk-ins and improves accuracy.

2. Align Guard Training with SOPs

Ensure new guards understand:

• Watchlist alerts

• Walk-in procedures

• When to escalate issues

3. Review Reporting Monthly

Identify trends in walk-ins, failed check-ins, or repeated issues.

Outcome

Following these admin best practices leads to:

• Fewer visitor issues

• Faster scheduling workflows

• Controlled building security

• Lower dependency on Support

• Improved visitor experience