Every configuration build in Sign In Enterprise is linked to Location. This includes choosing which Experiences, Themes, and Badge templates are linked to a specific location.
As well, the main invites screen in the admin portal is managed through the locations tab. This knowledge article walks through the fundamentals of setting up a location. It also contains links which goes into more details on specific aspects found within the Locations page.
The sections below include:
Related Content:
A location is the junction that ties a device to Experiences, Themes, and Badges. From the Locations page, a user can change which template is being used alongside other location specific settings.
The Locations icon is the second icon on the left-hand side of the web portal. Once there, you will be able to see a list of existing locations and create new ones. You can also see the number of devices associated with each location, as well as a yellow triangle icon if your device is offline.
To export basic setup and device data across all of your locations, click the Export button in the top-right corner. For more information on the Locations Export feature, check out THIS knowledge article.
To create a new location, click on the Create location button in the top-right corner. You can then choose a location name and Location Type. Location Types include:
Lobby: Most commonly used location type and handles sign-ins for day-to-day use.
Events: Allows you to directly import a list of attendees from Eventbrite or a Salesforce campaign.
Gates: Syncs guest information across multiple locations within the same location group.
For more information on Gates, see the Location Groups and Gates section below.
Notes: Events and Gates need to be enabled on your account. Contact the customer success team for more details.
Editing a Location
To edit the details of a specific location, click on that location’s name.
From there, you will see three different tabs:
Setup
Devices
Invites
In the Setup tab, you will first want to set the name, address, timezone and contact information correctly. This is important as these fields will be referenced elsewhere (exporting reports, invite emails, alert notifications, etc.).
You can also assign the Experiences, Themes, and Badge to the location in order to shape how your guests interact with the the kiosk and registration portal.
Kiosk Experience: the sign-in flow on the iPad.
Registration Experience: Controls the sign-in flow on the Registration Portal.
Kiosk Theme : Controls the images and colors on the iPad.
Registration Theme : Controls the images and colors on the Registration Portal.
Badge : Controls the badge template in-use for a location.
Devices Tab
In the Devices page, you can add devices to your location by either clicking New Device button in the top-right corner. Device licenses are shared between all locations, so you may have to delete one from one location before you can add it to another location.
Learn how to manage devices HERE.
In the Invites page, you can send out invites to guests that will be coming on site in the future. You can send a visitor an invite email and have their information auto-fill the first time they come in. Simply click the Create Invite button.
Learn how to invite guests HERE.
The Location Preferences section allows you to control behind-the-scenes settings that apply throughout your selection location. To access it, click the Preferences button in the top-right hand corner of a location. Then, choose between the options listed below:
INVITES PREFERENCES: Set up custom invite instructions for your users and In & Out privileges for visitors using the Registration QR code.
CUSTOM FIELDS PREFERENCES: Create custom invite fields that can be filled out by a user when creating an invite.
NOTIFICATION PREFERENCES: Set a default invite email template or scheduled invite email to be sent when a user creates an invite.
ALERTS AND APPROVALS: Control who receives watchlist email alerts, offline iPad email alerts, and approval rules.
EMAIL SETTINGS: Choose whether this location uses custom SMTP configurations set up within your account.
As the name implies, Location Groups allow you to link any number of locations together, which provide these benefits:
Autofill data is shared between locations within the same group. If a visitor signs in at one location, their auto-fill data appears in another.
Invites are valid across all locations in the same group. If a visitor has a Registration QR code, they can scan that QR code across all sites. As well, the Invite Check Page will consider them valid across your Kiosk Experiences.
A Gate Location type will display all invite records across all locations within the group. This is handy for security guards who need to see all invites in one spot.
This is especially handy for campus style use-cases, where you have multiple entrances or buildings encompassing one site. A location group will ensure that a visitor's invite is valid across all kiosks. The setup is as follows:
Create a separate location for each entry point you'd like to capture (eg. East Building, Warehouse Entrance, etc.)
Sync your iPads to their corresponding locations.
Create a location group and add your locations to that group.
To create a new group, enter the Locations section, then click the Create location group button in the top-left corner.
For every location you'd like to add to the group, click the actions button on the right side of the location. Then select Edit location group.
Now, any visitor who signs in within their invite time can scan their Registration QR code or be successfully passed through the Invite Check Page across all those locations.
Note: A visitor can only be signed in to one location at a time (regardless of location group). This means that if someone has forgotten to sign out at one location before signing in to another, they will automatically be signed out of the first location. This is based off their email address as a unique identifier.