Add a Name to the Watchlist

Add a person to the Watchlist so any visitor with a matching name needs approval before they can check in.

Before you start

• You need the Security Officer, Local Admin, or Global Admin role. A Receptionist can view the Watchlist but can't change it.

Steps

1. Click the Watchlist icon.
2. Click Add Entry. The Watchlist Record Detail window opens.
3. In First Name, enter the person's first name.
4. In Last Name, enter the person's last name.
5. (Optional) If available, include the phone number and email address. 
6. (Optional) In Notes, enter why the person is on the Watchlist.
7. Click SAVE.

Tip: To add a photo of the person, see how to add a photo to a Watchlist record.

Result

The name is on the Watchlist. Any visitor with a matching name gets the status Pending Approval and can't check in until a Security Officer, Local Admin, or Global Admin approves them.

Related

• About the Watchlist
• Approve or deny a Pending Approval visitor
• Edit a Watchlist record