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

• The name must be unique, if you already have a flow named "Visitor" you cannot have your global flow named "Visitor" until those location-based flows have been deleted or renamed.

• The description will not be seen by visitors - it's just a way to notate

✨ Tip: 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.

Copy settings from an existing visitor type

  1. Go to Global overview > Visitors > Sign-in flows
  2. Click "Add a global sign-in flow"
  3. Check the "Copy settings from an existing visitor type"
  4. Find the visitor type you want to copy
  5. Save and continue.
    • 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. Go to Global overview > Visitors > Sign-in flows
  2. Toggle to Sign-in fields
  3. Click "Add fields" and add your sign-in flow just as you would for a single flow.
  4. If you want Rules select "Rules" and assign denial and/or notification rules
  5. 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.
    • 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.
    • Continue to do this for your numerous locations and you will have location-specific notifications.

Managing translations for Global sign-in flows

  1. Go to Global overview > Visitors > Sign-in flows
  2. Click on the name of the flow you want to edit
  3. Click "Translations"
  4. You can view and edit the translations for the selected language.
    • If you have more than one language to translate use the toggle at the top to select that language
  5. 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.

Editing Global sign-in flows

  1. Go to Global overview > Visitors > Sign-in flows
  2. Click on the flow name you want to edit
  3. Click over to the tab you want to change and make your changes
  4. Save the changes

Deleting Global sign-in flows

  1. Go to Global overview > Visitors > Sign-in flows
  2. Click on the flow name you wish to delete
  3. Click delete
  4. 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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