Global Sign-in Flows

Learn about how to manage sign-in flows globally.

Updated over a week ago

About Global Sign-In Flows

Global sign-in flows offer the ability to assign the same flow across multiple locations without having to leave the global settings page.

The Global sign-in feature allows you to create a custom sign-in flow, and assign it en masse to any or all of your locations. This feature will also ensure that you're capturing the same information across all sites. If you need legal documents and photos for Meetings and Interviews but don't want them for Friends & Family, you can ensure that every site using these flows is in sync with those same settings without having to check at each location.

How Global sign-in flows work

To the visitor, nothing has changed! The visitor will walk up to the kiosk, tap the "Tap to sign in" button, find the correct reason for their visit and continue through the sign-in flow the way they did before.

To the admin team, this feature will significantly cut down the amount of time spent editing the same question across multiple locations!

Benefits of using Global sign-in flows

  • Ensures that visitors provide the correct information based on their Visitor type.

  • Gives global admins control over creating standardized visitor sign-in flows, ensuring their settings are configured as desired across locations.

  • Makes it easier to update your sign-in flows at scale.

  • Provides visibility into what sign-in flows are used and where.

Customizing the Global sign-in flow

Everything you can currently customize in your visitor types you can continue to customize in your Global sign-in flows. The difference is now you're making changes once instead of once per site!

  • Sign-in fields: Customize which fields appear

  • Legal documents: Enable or disable; if enabled, customize the text and settings

  • Badge printing: Enable or disable; if enabled, customize badge display

  • Photos: Enable or disable; if enabled, choose if you’d like to use existing photos

  • Security: Enable or disable; if enabled, choose between ID Scanning, Manual ID Check, or Visual Compliance (Enterprise only)

  • Plus one sign-in: Enable or disable; if enabled, your visitor's can add more people without having them sign in themselves

  • Final screen: Enable or disable; if enabled, customize the final screen

Setting up Global sign-in flows

Creating Global sign-in flows

  1. Click on the drop-down for your locations and select Global Overview.

  2. Click Visitors on the left-hand sidebar.

  3. Click Sign-in flows.

  4. Click Add a global sign-in flow.

  5. Name your sign-in flow and give it a description.

    1. The name should be unique, if you already have a flow named "Visitor" and enable it at a location where "Visitor" already exists we will hide the local flow in favor of the Global flow.

    2. The description will not be seen by visitors - it's just a way to notate what the flow is for the admin team

✨ Tips:

  • We suggest while you're setting this up name the new flow NEW - {flow name}, once it's set up to your liking you can delete the location-based flows and then edit the NEW from the name of the flow you just set up.

  • If you do name the Global flow to match an existing flow when you assign that global flow to the location the local flow will automatically be hidden on the iPad to avoid visitor confusion.

Copy settings from an existing visitor type

  1. Click Add a global sign-in flow.

  2. Check the Copy settings from an existing visitor type.

  3. Find the visitor type you want to copy.

  4. Click Save and continue.

    1. From here you can customize it further if you need by following the rest of the guide below.

Adding Questions, Rules, and Response options to Global flows

  1. Click Sign-in fields at the top.

  2. Click Add fields and add your sign-in flow just as you would for a single flow.

  3. If you want Rules select Rules and assign denial and/or notification rules.

  4. Once saved you can select Response options and choose if you want to keep or discard your drop-down fields.

✨ Important notes:

  • IF you separate your employees by location, you will have location-specific notifications for each rule.

    • If Nicole is an employee at Locations A and B, not C, she will get notifications when the rule is triggered for Locations A and B but if someone at C signs in we will skip the notification to her. It will go to whoever is the "Notify" contact in that location's directory.

  • If you do not separate your employees by locations anyone you assign to get notifications will get them no matter what location triggers the rule.

  • If you want to create location-specific notifications you can do with just a few steps (below).

  1. Go to your location and create a new employee manually.

    1. If you want this to be a group of employees for each location you can create a distribution list. Something like [email protected].

  2. Enter that email and give them a name such as "HQ Notifications".

  3. Click "Save".

  4. Navigate back to Rules for the global flow and add "HQ Notifications" to be the notify rule.

    1. Continue to do this for your numerous locations and you will have location-specific notifications.

Managing translations for Global sign-in flows

  1. Click on the name of the flow you want to edit.

  2. Click Translations.

  3. You can view and edit the translations for the selected language.

    1. If you have more than one language to translate use the toggle at the top to select that language.

  4. Click Save.

Assigning Global sign-in flows to locations

  1. When you've created the flow to your liking you can go back to Global overview > Visitors > Sign-in flows.

  2. Find the flow at the top of the page and click Apply to locations.

  3. Check all the locations or groups you wish to assign this flow to.

  4. Click Save.

  • To edit which locations the Global sign-in flow is assigned to click Edit locations and remove or add locations by following steps 3 and 4 above.

Managing Global Sign In Flows

Editing Global sign-in flows

  1. Click on the flow name you want to edit.

  2. Click over to the tab you want to change and make your changes.

  3. Save the changes.

Deleting Global sign-in flows

  1. Click on the flow name you wish to delete.

  2. Click Delete.

  3. A modal will appear to verify that you want to delete the flow, click Delete again.

Note: This will delete the flow at every location it's assigned to. If you're just trying to remove the flow from one location see Assigning Global sign-in flows to locations section of this article.

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