Creating a Visit Site

You can create a Visit Site from the Personnel pane using the Personnel pane drop-down list and the New button for the object type.
Note: Configuring a Visit Site is a high privilege type of operation. Only operators with the highest level privilege should be allowed to perform this task.
  1. In the Navigation pane, click Personnel.
  2. From the Personnel pane list, select Visit Site.
  3. Click New to create a new Visit Site.
  4. In the Name field, enter a name for the Visit Site.
  5. In the Description field, enter a description for the Visit Site.
  6. Select the Click to select an image check box to select an image to represent this Visit Site. This image appears on the Visit Web Portal to visually represent this Visit Site.
  7. Configure the Visitors, Visit Templates, Hosts, and documents for the site using the General, Host, and Documents tabs respectively.
  8. Optional: To make the Host field mandatory for visits, on the Host tab, select the Host Required for Visits check box.
  9. Optional: If your visits require Civic identity verification, complete the following.
    1. In the Visit Templates pane, click Add.
    2. In the Name Selection dialog box, select the Civic Basic Visit Template and Civic Identity Visit Template check boxes.
    3. Click OK.
    4. In the Visit Templates pane, ensure that the templates you added appear.
  10. Choose between the following options:
    • To save your new Visit Site, click Save and Close.
    • To save the object and then create a new one, click Save and New.
    • To create a copy of the current Visit Site object, click Create Copy.