You can manage all your site settings in one place, including sign in preferences, fields and notices, group visibility, devices & QR posters and on-site reports. This guide walks you through each section of the site configuration area within the online portal.

To manage your sites, go to the Manage section in the top-left navigation of the online portal and click on Sites in the drop-down menu. Then, select the site you'd like to view or edit by clicking on its name.

Once you are in Site settings, you can switch between sites using the site selector at the top of the screen:

Within the Details tab, you can update general site information:

Expand the Advanced Options section to add a contact name and email address to receive site-specific notifications:

This section allows you to define which groups are visible at the selected site.

To learn more about groups, check out our Groups article.

From here you can choose to allow sign in via Sign In Companion, and Set your geofence radius. For more information about setting this up, please see this guide.

The Kiosk tab is where you can configure various settings for your tablet.

This is where you can configure your own branded welcome screen for the kiosk app - this is the first thing visitors and staff see when signing in, so we want to help you make sure this gives them a great first impression. A preview of how the welcome screen will display on your device updates as you add, remove or adjust various components. You can also view how logos display against both light and dark backgrounds.

To make any changes to the welcome screen display, select the component you wish to edit from the dropdown:

You can also choose to set your device setting on either 'Light mode' or 'Dark mode'. If you want to just go with whatever the local device setting already is, you can select 'System'.

Select the check box to enable kiosk camera to scan visitor QR codes:

Select a brand accent colour, for buttons and highlights to appear on kiosk and contactless sign in. You will see examples of this presented in light mode and dark mode. Reset button returns the colours to the SIA default green.

Here you can select how you'd like your sign-in fields to display. 'Single field' will display one field at a time for a visitor to fill out. 'All fields' will show all sign in fields on one screen.
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You will also see an option to display evacuation points, and the host signed in/out status to visitors. If you have selected to display the hosts status you can choose between:

Configure your confirmation screen based on what you would like to show. You can choose to display the time and date on the confirmation screen, and/or enable spoken sign in and out messages:

Selecting this will allow you to manage kiosks on the device, rather than using the kiosk settings page. Note that changes on the device will not be synced back to the portal if you have this selected.

If you’d like repeat visitors to be able to update their activity status from the kiosk app and have the Use portal settings toggle on within the kiosk app, you can select the option below :

Alternatively if you are managing kiosk settings within the app, here is how to make this change within the apps settings.

The Sign in & Out flow tab allows you to customise the fields and notices that visitors will encounter at a particular site for a particular group. The categories include:

For this tab, you can view the settings across All Groups that are visible at the Site, or you can filter down the view to a particular Group and view only the information pertaining to this group signing in at this site.

Sign In and Sign Out Fields

To add the sign-in/out fields, click their corresponding Add button on the right side of the page.

You will then have the option to add from field library, or create new.

When Add from field library is selected, you can search for a field name or select your chosen field from the dropdown presented:

When Create new is selected, you will be presented with the following options to configure your field.

Add the Field Label which will be displayed for your visitor. Then, select field type - the options available are:

If choosing Checkboxes, Dropdown, or Dropdown with Other, you must also add visitor selections by clicking the Add Option button below the field label and typing your choices (see screenshot below)

The Dropdown field types also let you choose which of your options will be the default if required.

Additionally, Dropdown and Dropdown with Other allows you to auto-reject a sign-in based on an answer. Click the Reject Sign In Based On Answer checkbox and enter your rejection answer and message:
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All fields have an option to be marked as required, and displayed in other parts of the portal:

If you select Host notifications, this field's response will be displayed in these, Evacuation list means the field will be shown alongside the visitor name in the Evacuation list, and PDF copies of Notices means the response will be displayed there too.

Finally, you can select which group(s) the field should apply to. Once you are happy with your selection, click Add Field:

Sign In Notices allows you to attach a file (max 50mb) that your visitor will encounter during the sign-in process. Supported file types include:

Click the Add Notice button on the right-side of the page:

Then, add your title, type a message and/or attach a file:

In addition to displaying the notice, choose if an action is required for the visitor to continue. Options include:

You can also select when to re-display the notice. Options include:

You can choose to auto-generate AI translations in your chosen language(s) to display your Notices to visitors in other languages.

Lastly, select which group(s) this notice applies to, and click 'Add notice' to save your selections.

Further down the page, you can:

By default the visitor badge will be printed using 54mm media. To change this, select 'Change Badge':

This will take you to the badge library, where you can edit the media size and badge layout:

Once you are happy with your selection, click 'Save'.

The Devices & QR Posters tab will show all devices connected to the current site.

You can add as many devices as required to each site. To add a new device, first generate an authorisation code.

Under the Devices & QR Posters tab on your site settings, click Connect new device:

A window will appear with your code:

Download Sign In App Visitor Management from the Apple or Google Play store and enter the device code to connect it to your portal. The device will instantly appear on your devices list on the Sign In App portal. Your device is now connected.

Once your device has been connected you will see the device appear on the sites 'Devices' list. A green tick indicates that the device is online:

By clicking on the device name, this will open the device editor. Here you can view and edit under the following tabs:

Details

Settings (editable)

History

To disconnect a device, click the device name to open the editor, and then select 'Disconnect Device'. On the warning dialog click OK if you are sure you want to remove the device. To reconnect, you will need to generate a new authorisation code and enter it on the device.

QR Posters are static QR codes that let visitors sign in using their mobile device. They simply scan the QR code, complete the sign-in steps, and proceed. They can use the same code to sign-out on their device also.

To create a new poster, click the Devices & QR Posters tab from your site settings, then select Add new poster.

From here you can add:

After creating your QR sign in poster, you can download it by clicking the QR Code or Poster option under the download column.

QR Code downloads only an image of the QR Code. Poster downloads a PDF with some additional messaging (see screenshot below).

After scanning the QR code on their mobile device, the visitor will be brought to a screen that looks like this:

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Evacuation setup allow you to group together people on your evacuation list for the purposes of a roll call. Each site can have unlimited evacuation points which can be configured from this screen.

To add an evacuation point, click Add evacuation point:

You will then need to add the name of your evacuation point, and a letter or number to identify your evacuation point:

You also have the option to add a location and photo to your evacuation point. You can search for a location (by postcode or company name) using the search field which will generate a map, this allows you to specify the exact location of the fire point. Drag and drop the red pin to the relevant location.

Uploading a photo via 'Upload image' allows you to attach your own map as an image, a photo of the sign identifying the evacuation point or the location of the evacuation point itself.

Lastly, you can choose to select which groups should use the evacuation point:

If a group doesn't have an evacuation point, you will see a warning on this page. Please note that they will still show on the Evacuation list under 'All evacuation points'

You can edit an evacuation point by clicking the name of the evacuation point to open the editor, where all properties can be updated.

To delete an evacuation point, scroll down to the bottom of the editor and select Delete evacuation point. On the warning dialog click Delete if you are sure you want to delete the Evacuation point. This cannot be undone.

The last tab in the Sites section allows you to schedule a time to send an email report of who is still signed in. This is handy for site managers or reception teams to know who is still in the building at a certain time.

Click the New report button on the right side of the screen.

Then, choose the time and email address of your recipients. Multiple recipients must be separated by a comma.

You can also select specific sign in fields to display in this report as well by clicking on the dropdown and selecting any you would like to see.

Once you are happy with your selections, click Add Report.

Lastly, click the Continue sending the report when no one is signed in checkbox if you'd still like to alert your team even if there is no one still onsite.

We hope you found this guide helpful. If you have any questions, please reach out to [email protected]