How to work with KanBo Visitor Management System Template for Enterprise?
1. Add Visitor Management System. You can add it from KanBo template gallery or start work from scratch using KanBo Board
2. Add Visitor’s categories. KanBo Template includes 2 types of visitor categories – Business and Personal/Private. You can add as many as you need
3. Add users – employee to System. Create a user group and add employee form organization
4. Create a card with business guests and visitors. Manage visits using KanBo Cards. Add important information about the visitor – Name, Surname, planning visit date and additional information
5. Add status to the Visitor card. You can create and add as many statuses as you need. It’s a simple and intuitive way to inform about, the status of Visitor
6. Add employees to this card. All information about visitors is automatically send via notification to the responsible person. All changes, reminders, comments are in real-time accessibly
7. Add digital agreements*. Any requirement for visitors to review and sign your non-disclosure agreement or health and safety register is easily handled, assisting as a tool in your regulatory compliance system. *Integration with 3rd party solution.
1. Can I customize KanBo visitor management system template for enterprise?
Yes, you can customize this template to your organization’s needs. You can add more categories, statuses, or Vistors rules. This template includes all KanBo Board Features.
2. What is the price of KanBo visitor management system template for enterprise?
KanBo visitor management system for enterprise is a free template. When an organization have a regular KanBo license then can use this template for free. You can check the cost of KanBo here.
3. Where is the data about visitors stored?
KanBo assists a large variety of companies with diverse security strategies, providing them solutions within their security comfort zone. All data are stored always on client servers.