Select Receptionists and Assign Permissions

The receptionist is a special user role who can manage all visitor schedules within his authority, including editing, checking in, deleting, and submitting check-in questionnaires. You can select different receptionists for each building and assign permissions to them.

Requirement

Yeastar Workplace Plan: Standard Plan or Pro Plan

Limitation

The maximum number of receptionists for each building: 10

Procedure

  1. Log in to Yeastar Workplace admin portal, and go to Visit > Visit Preferences.
  2. In the Receptionists section, select receptionist for each building.

  3. In the Receptionist Settings section, assign the desired permissions to the receptionists.

    • Allow Receptionists to Operate: Specify a time range that allows the receptionists to manage all visit schedules within it.
    • Send Check-in Notifications to the Receptionist: Decide whether to notify the receptionists when visitors check in.
    • Allow Receptionists to Approve Requests: Decide whether to allow receptionists to approve visitors' visit requests.

  4. Click Save.

What to do next

Notify users who were selected as receptionists that they are now able to manage all the visit schedules within their authority.