Assigning Hosts to a Visit Site

Use the Hosts tab to assign the Hosts who are allowed to use this Visit Site on the Visit Web Portal.

Only Personnel whose record has the Option field Can Host Visit enabled can be assigned as a Host. (If Can Host Visit is cleared, that person will not be able to access the Web Portal to host visits.

To Assign Hosts to a Visit Site
  1. Open the Visit Site Editor Hosts tab.
  2. Click to select the Allow All Hosts option to permit all Hosts from all Partitions in the system to use the Visit Site.
  3. Click to select the Allow All Hosts from Partition <Name> option to permit only Hosts in the Visit site's Partition to use the Visit Site. (If the Visit Site is moved to another Partition, the value of <name> changes.)
  4. Click to select the Custom Selection List option to customize which Hosts can use the Visit Site.

    When you select this option, the Add button and the Custom Selection list on the bottom of the tab become available.

  5. Click Add. The Name Selection dialog box opens.
  6. Click select-button.png in the Select Type field to open the Select Type list with two Object types: Partition and Personnel.
    1. Select Partition type to be able to select Hosts from one or more of the system's Partitions to be assigned to this Visit Site.
    2. On the Partition Selection list, select one or more Partitions and click OK.

      The selected Partitions are displayed in the Custom Selection list.

  7. Click Add again and on the Select Type list, click select-button.png in the Select Type field and select Personnel type.
  8. Select the specific Personnel who can be Hosts for this Visit Site from the Personnel Selection list and click OK. (Only Personnel who have the Can Host Visits option selected in their Personnel record are included in the selection list.)

    The selected Personnel are displayed in the Custom Selection list.

  9. Click Save and Close to save your Host entries.

    - Or -

    Alternatively, if you want to save the Host entries and create a new Visitor Site, click Save and New.

    You can also click Create Copy to create a copy of the current Visit Site with its Host entries.