Purpose
The My Visitors page is where tenants keep reusable visitor profiles. You can create, edit, delete, search, and share visitors with colleagues in the same company. If you manage many visitors, use Companies, Tags, and Categories to keep the list easier to find and reuse.
Visitor-type application forms require an existing visitor profile. If you cannot find the visitor while filling out an application form, create the visitor here first.
Before you start
- You are signed in to the tenant portal.
- If the visitor needs to receive a pass QR code, confirm that the visitor email is correct.
- If the profile should be shared with colleagues in the same company, confirm the sharing setting when creating or editing the visitor.
Steps
Create a visitor
- Go to My Visitors.
- Click the + button in the lower-right corner.
- Select the visitor type.
- Enter the visitor name and email.
- Fill in phone, company, job title, and tags if needed.
- Save the profile and confirm that the visitor appears in the list.
Common visitor types include:
BusinessGovernmentInterviewDeliveryOther
Edit a visitor
In the visitor row, click More > Edit to update the visitor profile. Future application forms will use the latest saved information.
Resend a pass
In the visitor row, click More > Resend Pass. The system will show related booking records. You can copy the pass information or resend it by email.
Delete a visitor
In the visitor row, click More > Delete. The system will ask for confirmation. Deleted visitor profiles cannot be restored, so confirm that the profile is no longer needed before deleting it.
Organize visitor profiles
Companies
Use Companies to manage visitor company records. You can create, edit, or delete companies. When company information changes, related visitor profiles are updated as well.
Create a company
Required fields:
- Type
- Name
Optional fields:
- Address
- Website
- Note
Edit
In the company row, click More > Edit to update the company record.
Delete
In the company row, click More > Delete. The system will ask for confirmation. Deleted company records cannot be restored.
Tags
Use Tags to label visitors. Tags are helpful for identifying regular visitors, interviews, vendors, or internal groupings. When tags change, related visitor profiles are updated as well.
Create a tag
Required fields:
- Type
- Name
Optional fields:
- Description
Edit
In the tag row, click More > Edit to update the tag.
Delete
In the tag row, click More > Delete. The system will ask for confirmation. Deleted tags cannot be restored.
Categories
Use Categories in visitor application forms. Create, edit, or delete categories so applicants can select the right visitor category more easily.
Create a category
Required field:
- Name
Edit
In the category row, click More > Edit to update the category name.
Delete
In the category row, click More > Delete. The system will ask for confirmation. Deleted categories cannot be restored.
FAQ
- Cannot find a visitor in an application form: create the visitor in My Visitors, then return to the application form and select the visitor again.
- The visitor did not receive the pass: confirm that the visitor email is correct, then use Resend Pass.
- Too many visitors are hard to search: create companies, tags, or categories first, then apply them to visitor profiles.








