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How to Configure a Humly Visitor Screen

  • Updated

info_icon_zendesk.pngHumly Visitor requires a license. For more information, please reach out to support@humly.com.

  1. Go to Visitor.

  2. Click Create Humly Visitor Screen.
    Screenshot_2022-10-27_at_11.39.png

  3. Give the visitor screen a descriptive name which will be shown in the table of visitor screens in Humly Control Panel.
    Tip! It’s recommend to use something that describes where on a floor it will be set up, i.e. next to the reception, next to the entrance or similar)
    Screenshot_2022-10-26_at_23.20.57.png

  4. Choose where the Humly Visitor screen will be located by assigning it to a structure.
    Screenshot_2022-10-26_at_23.23.12.png

  5. Select default language which will be used for the Humly Visitor screen.

    info_icon_zendesk.pngIn Humly Currently it’s only English that can be selected but support for more languages will come in a near future (Arabic, Catalan, Chinese - Simplified, Chinese - Traditional, Czech, Danish, Dutch, Estonian, Finnish, French, Galician, German, Icelandic, Italian, Japanese, Korean, Latvian, Lithuanian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai)


    Screenshot_2022-10-26_at_23.25.11.png

  6. Upload a logotype which will be displayed on the Humly Visitor screen. Recommended format is PNG and maximum 1048576 bytes (1 MB) file size is supported.
    Screenshot_2022-10-26_at_23.26.38.png

  7. Select which form fields that will be displayed on the Humly Visitor screen and whether the visitor is required or not.

    info_icon_zendesk.pngHumly Full name and Email will always be shown and will always be required from the visitor.


    Screenshot_2022-10-26_at_23.29.44.png

  8. Enable Search Employees functionality. If enabled the Humly Visitor screen will suggest people to visit as the visitor types the name of employee being visited.

    warning_icon_zendesk.pngEmployee in this case refer to a user that must exist in Humly Control Panel for this feature to work.


    Screenshot_2022-10-26_at_23.30.56.png

  9. Upload your company or organisation’s Privacy Policy and/or Non Disclosure Agreement in PDF-format which the visitor must confirm before being able to check-in. The maximum file size for the PDF is 1048576 bytes (1 MB).
    Screenshot_2022-10-26_at_23.34.59.png

  10. Enable or disable sending an SMS notification to the host including who checked in, in which building, on which floor together with the visitors contact information.

    info_icon_zendesk.pngSending SMS requires a special license for it to work. To find out more about the SMS notification service that we at Humly provide, please contact support@humly.com.


    Screenshot_2022-10-26_at_23.40.08.png

  11. Enable or disable automatic visitor check-out and select at what time in UTC the automatic check-out should occur.

    info_icon_zendesk.pngHumly Check-out synchronisation occurs every 15 minutes (i.e. 16.30, 16.45, 17.00, 17.15 etc.). We recommend using that for minutes when having automatic check-out enabled. Otherwise there will be a delay for up to 14 minutes before a visitor's check-out time is displayed in the Visitor Log in Humly Control Panel.


    Screenshot_2022-10-26_at_23.40.53.png

  12. Select how to print the visitor badge.

    1. No visitor badge printing - No visitor badge printing. However, a visitor badge is still generated and can be printed from the Visitor Log in Humly Control Panel.

    2. Manual printing from Humly Control Panel - The visitor badge can be printed from the Visitor Log.

    3. Automatic printing using email - An email with the visitor badge as an attachment in PDF-format is sent to a specified email address.

      info_icon_zendesk.png Please refer to the documentation of your email client how to automatically print attachments of incoming emails.


    4. Automatic printing using print service - Automatically print the visitor badge using Humly Print Service (HPS).
      Screenshot_2022-10-27_at_07.33.28.png

  13. Upload a logotype which will be displayed on the visitor badge. If no logotype is uploaded the Humly logotype will be used.

    info_icon_zendesk.png For the visitor badge we recommend using a logotype that works well and has good contrast against a white background. Recommended format is a PNG image with a maximum file size of 1048576 bytes (1 MB).


    Screenshot_2022-10-27_at_07.52.50.png

  14. Click Create and the screen will be added to the list of Humly Visitor screens. You have the option to edit or delete any Humly Visitor screen from this list.
    Screenshot_2022-10-27_at_11.38.png

  15. To access the created Humly Visitor screen click or copy the URL address and paste it in a browser or the signage application your organisation are running on your hardware.

info_icon_zendesk.png For the best visitor and self-service experience we recommend running Humly Visitor on an Android or iOS tablet in portrait mode.

 

Next...

Install and configure our recommended visitor badge printer Brother QL-820NWB by following
the How to Install & Configure the Brother QL-820NWB Visitor Badge Printer guide.

Download and install the Humly Print Service so that visitor badges will be printed automatically by following the How to Configure Humly Print Service guide.

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