How to create a group 

How to create a group 

Before you start:

  • Ensure you have permissions to view/edit the “Visitor” menu within the Rapid Access module.

Creating a group:

  1. Select the “Access” tab.

  2. Go to the “Visitor” menu > search for or select the site in the “Location” dropdown:

  3. Press “Add New”:

  4. Select the “Group” option, and populate the required information:

    1. Group Name

    2. Host Name

    3. How often this event occurs

    4. Occurs From - To

    5. Purpose of Visit

  5. Press “Add New Visitor” to add the individual visitors' details:

    Please note: Visitors can be added individually or in bulk as shown in the screenshots below:
    Individually

Bulk

  1. Press “Save” to create the group once the details have been added: 

Please note: The bottom two options refer to the following:

  • Send Invitation Email: This will send an invitation to the visitor with the specified arrival time.

  • Include Induction Link in Email: The invitation email will also include a link, allowing the visitor to complete the induction course before arriving onsite.

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