Hamilton Visitor
23 articles
- Bulk manage visits, visitors and companiesCleaning a year of visits, correcting a company across hundreds of records, purging obsolete visitors: the Tools section offers three bulk screens designed for mass maintenance, with the same filters…
- Configure access control integration and profilesConnected to your physical access control system, Hamilton Visitor turns check-ins into door rights: the visitor badge opens exactly what the visit allows, and every passage is traced back into…
- Configure general settings and reference dataThe settings screens tune reception's behavior globally and per site, and a set of reference lists feeds every form. This article also documents the standard list pattern shared by most…
- Configure integrations: Microsoft Graph, email and Hamilton APIThe Configuration section connects Hamilton Visitor to your technical environment: Microsoft Graph for the Microsoft 365 features, the SMTP relay for every email, the Hamilton API for companion services, and…
- Configure parcels, lockers, keys and lone-worker devicesThe side modules of reception — mailroom, key handout, lone-worker protection — run on reference data you maintain in the Others section of the administration.
- Configure portal menus for site groupsOn multi-site platforms, the portal can propose different menus depending on the site group: which applications and entries each population sees when they sign in. This configuration lives in Hamilton…
- Configure taxi companies and ride statusesThe taxi module books and tracks rides for visitors and staff. Its configuration lives in three places: the taxi companies, the ride statuses, and the taxi rights deciding who books,…
- Configure types: visits, identity documents, vehicles, messages and carriersFive type lists classify what flows through reception. They shape the forms, drive the workflows and dimension the statistics.
- Connect peripherals: scanners, cameras, biometric readers and signature padsReception hardware makes check-ins fast: scan an ID, snap a photo, capture a signature or a fingerprint. Declaring the devices and assigning them to workstations is what makes their buttons…
- Customize email and signature templatesTwo more template families complete the visitor experience: the emails Hamilton Visitor sends (invitations, notifications, parcel alerts) and the signature documents visitors sign at the desk.
- Define locations and restricted zonesBeyond buildings and floors, two location layers drive the visit workflows: localisations, the precise destinations visits point to, and restricted zones (ZRR), whose access is regulated and validated.
- Define visit validation rules and validator groupsValidation rules decide which visit requests need examination before the visitor may come — and who examines them. Together with the CPPA rules for restricted zones, they encode your site's…
- Design badge, label and invitation templatesWhat visitors hold in their hands — badges, labels, invitation emails' visit pages — is designed here, pixel by pixel, with the template editors.
- Import data and clean up duplicatesReception data lives long and comes from everywhere. The tasks engine feeds Hamilton Visitor automatically — residents from files or web services, photos, purges — and the deduplication tool keeps…
- Manage document types and renewalsAccess often depends on valid documents: identity papers, insurance certificates, prevention plans, safety trainings. You define the document types and their validity rules; the application then tracks expiry and renewal…
- Manage hosted companies and their staffSome external companies live on your site permanently — service providers, tenants, partners. Their staff are neither residents nor day visitors: they are hosted staff, with their own records and…
- Manage resident rights and delegationsResidents (your employees) use Hamilton Visitor too — as hosts pre-registering their guests. Their own permission system controls what they may do, which visit types they may announce, and who…
- Manage residents, companies, departments and servicesResidents are the hosts of every visit: their records must be accurate for reception to reach them, for parcels to find them, and for statistics to mean something.
- Manage users and rights groupsUser accounts and their rights groups decide who does what in Hamilton Visitor: receptionists, validators, mailroom staff, statistics readers. Rights are fine-grained — one right per feature — so each…
- Manage visitor records, statuses and functionsVisitor records are Hamilton Visitor's core asset: one clean record per person, reused at every visit. The administration maintains the records, their classification, and the signature archives.
- Set up sites, buildings, floors, counters and parkingsEvery visit happens somewhere: a site, a building, a floor — and is processed at a counter. This structure is the foundation of reception, statistics and access rules.
- Set up workstations, tablets and kiosksReception runs on hardware: staffed workstations at the counters, and self-service tablets or kiosks where visitors check themselves in. Declaring and configuring them is what turns a device into a…
- View and manage licensesHamilton Visitor is licensed per usage. The Licenses screen shows your entitlements and their consumption — check it before onboarding new reception staff or opening new counters.