Adding a clearance to a visit

You can add a clearance to a visit from the Visit Clearances tab, see Visit editor - Clearances tab.
Note: If you set up and use the Visitor Management Web Portal, and you use Visit Templates to provide the clearances for visits, changing the clearances in a Visit Template used by the Web Portal changes the clearances for visits created through the Web Portal. If you add a clearance to a visit created through the Web Portal, and change a clearance in the Visit Template the visit was created from, the clearance you added directly to the visit is overwritten by the changed clearance in the Visit Template.
  1. Create a new visit or access an existing visit.
  2. On the Visit Clearances tab, click Add.
  3. From the list of clearances, select the check boxes for each clearance that you want to add.
  4. Click OK.
  5. Select one of the following options:
    • To save the clearances, click Save.
    • To save the clearances and close the Visit editor, click Save and Close.
    Note: If there are Visitors currently checked in to a visit, you cannot change the visit clearances. If you try to save changes, an error displays.