- How to create dropdown fields
- How to set individual rules
- How to set up compound rules
- How to edit rules
- How to get alerts for approved visitors
- How to delete rules
✨Your Envoy Visitors application must be at version 3.6.0 to set up rules.✨
Note: If you have multiple sign-in flows you will need to do this for each one.
In order to use Conditional Alerts, we have to have a set answer for your sign-in flow questions. For this, you have to use dropdown fields.
How to create dropdown fields
- Go to Visitors > Settings > Sign-in flow > Sign-in fields.
- Click "Add field" and then select "Dropdown".
How to set up individual rules
Rules can be set to deny entry and/or notify people.
- Go to Visitors > Settings > Sign-in flow > Sign-in fields.
- Select Rules from the top toolbar.
- Click "Add rule".
- Select the sign-in field option you want to create a rule for from the dropdown.
- Select which answer you want to set a rule for.
• You can do Deny entry or Alert, or both depending on how you want to set up your rules. - Click "Save rule".
• If you want to add more rules for other answers in the dropdown, or other questions in the sign-in flow repeat steps 3-6.
• If you're done creating rules hit the x at the top of the Rules modal.
Note: Setting up rules one at a time will ensure that if any answer matches any of the options that should deny entry, it will deny the entry.
How to set up compound rules
- Go to Visitors > Settings > Sign-in flow > Sign-in fields.
- Select Rules from the top toolbar.
- Click "Add rule".
- Select the first sign-in field option you want to create a rule for from the dropdown.
- Click Add another condition and then select the next option you want to create a rule for from the dropdown.
Note: This means that the visitor will have to hit all conditions to have the action (Deny or notify) take place.
How to edit rules
- Go to Visitors > Settings > Sign-in flow > Sign-in fields.
- Select Rules from the top toolbar.
- Go to the rule you want to edit and click the pencil beside it.
- From there you can add to the rule, if you want to make it a compound rule, or simply change the rule itself.
How to get alerts for approved visitors
- Have your denial rules all set up already.
- Create a compound rule with all answers that will allow entry.
- Set up the rule to "Notify" any admin you want.
- You will start receiving alerts for all invites and entries that are allowed entry.
What does the alert look like?
- The alert will be sent, via email, after a visitor signs in or completes pre-registration.
- For pre-registration, it will say "Occurred during pre-registration" and for someone signing in at the kiosk the alert will say "Occurred in office".
How to delete rules
- Go to Visitors > Settings > Sign-in flow > Sign-in fields.
- Select Rules from the top toolbar.
- Go to the rule you want to remove and click the trash can beside it.
- Confirm you want to delete the rule.
• If you want to delete more rules repeat steps 3-4.
• If you're done deleting rules hit the x at the top of the Rules modal.