The Options tab holds the settings that control how a Location handles visitor emails, signed documents, checkout, stored data, and guest Wi-Fi.
Where to find it
Each Location has its own Options tab, so settings you choose at one Location don't change another. To open it, hover over the Settings icon on the left side of the window, click Locations, search for or select the Location, and select the Options tab. Global Admins and the Local Admins at a Location can change these settings.
What you can set
Custom Email Message
A message added to the invitation email SV3 Enterprise sends a visitor when a visit is scheduled. Use it for instructions such as where to park. See how to add a custom message to visitor emails.
Citizenship - Email Notification
The email address that receives an alert when a foreign visitor checks in. See how to set up foreign visitor email notifications.
Visitor Approval
When a select an approval option from the dropdown, all visits or visits created by standard users will be set to Pending Approval. A Security Officer role will receive a notification to approve the visit before it can be processed. See how to Approve or Deny a Pending Approval Visitor
High-Risk Visitor Check-in Alert
Sends alerts when a visitor flagged by watchlist or background check attempts to check in. Email is always sent. SMS is sent only to users with SMS alerts enabled. See About High-Risk Visitor Check-In Alerts
Visitor Self-Registration Page
The following option can be enabled for the Visitors Self-register workflow at the location:
- Show pre-register button on visitor emails
- Show host list
- Show visitor document during the self-registration process
- Enable photos on the self-registration
- Enable self-registration page for walkup visitors
- Unique self-registration URL: (Showcase the Unique link that allows anyone with it to self-register)
Check-Out - Host Notifications
The Send check-out notifications to each host. option can be disabled or enabled
Email Visitor Signed Documents
The email address that receives a PDF of each document a visitor signs during check-in. See how to present visitor agreements.
Automatic Checkout
The time of day when every visitor with a status of Checked In changes to Checked Out. See how to turn on Automatic Checkout.
Data Retention Period
The number of days the Location keeps visitor data before it's deleted automatically. See how to set a data retention period.
Directory Platform Sync Groups
Select Configure Groups to set up the list of groups from a directory service (AzureAD, Okta, etc) that will sync to this location. See how to Set up Directory Platform Sync Groups
System Date Format
Select a date format to be used across the application.
Cisco ISE Guest Wifi
An option that gives visitors Wi-Fi access, available only if the Cisco Identity Services Engine (ISE) integration is installed at the Location. Visitors need their Wi-Fi credentials printed on their Visitor Badges, which you set up in the Visit Type. See how to set up guest Wi-Fi and how to configure Visit Types.
Dashboard Send Announcement Button
This option will turn on/off the "Send Announcement" button on the dashboard. Only Admins and Security Officers will see the button.
Pending Approval Notice
This option will turn on/off the "Pending Approval Notice" modal on the dashboard triggered when a new Pending Approval visit is added for the current day. Visit imports and group visits will not trigger the notice. Only Admins, Security Officers, and Receptionists will see the modal.
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