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Add/Edit Visitor
Adding Visitor is one of the initial and most important steps of Visitor Management in IXM WEB. It consists of following tabs -
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IXM Mobile (This tab will be visible only if IXM Mobile license is purchased)
Screen Layout of Basic information
The Basic Information tab is used to input personal information of Visitors such as Visitor ID, First Name, Last Name, Designation, Gender, Company, Contact Details, Address, Birth Date, and Document for validation. Among all these details First Name and Visitor ID are mandatory fields. An administrator can input additional information about the Visitor such as Address, City, State, Country, Mobile, Company, Designation, and Email (all are optional fields)
Field Description of Basic information
BASIC INFORMATION
Visitor ID:
Denotes the Visitor's unique ID.
While adding a new Visitor, the application automatically displays the next sequence number. You can change it but it should be unique.
While editing a Visitor, Visitor ID can not be changed. the Last Name of the Visitor.
First Name:
Enter the First Name of the Visitor.
Last Name:
Enter the Last Name of the Visitor.
Designation:
Enter the Designation of the Visitor.
Company:
Enter the Company name of the Visitor.
Gender:
Select the Gender of the Visitor from the dropdown list.
You can add, edit or delete a Gender. Click on
icon to do so. Following screen will be displayed -
Add/Edit Gender:
To add a new Gender, enter its description in the box.
To edit a Gender, click on the
icon next to the respective Gender. The Gender will be displayed in the box. You can now edit the description.
To delete a Gender, click on the
icon next to the respective Gender. The application will display a warning message. Click on Delete button to delete the Gender or Cancel button to discard the action.
Once done, click on Save button to save the changes.
Mobile:
Enter the Mobile number of the Visitor.
Email:
Enter the Email address of the Visitor.
Address 1:
Enter the Address of the Visitor.
City:
Enter the City of the Visitor.
State:
Enter the State of the Visitor.
Country:
Enter the Country of the Visitor.
Birthdate:
Enter the date of birth of the Visitor. You can either enter the date in the format mm/dd/yy or click on the calender icon to select the date.
Document:
Select the Document for identity verification of the Visitor from the dropdown list. If no Document is required, click on "Select" option.
You can add, edit or delete a Document. Click on
Add/Edit Document:
To add a new Document, enter its description in the box.
To edit a Document, click on the
To delete a Document, click on the
Once done, click on Save button to save the changes.
Document Number:
This option will be displayed only if a Document is selected.
Enter the selected Document's number.
Document Issued On:
This option will be displayed only if a Document is selected.
Enter the date on which the selected Document was issued to the Visitor.
Document Expires On:
This option will be displayed only if a Document is selected.
Enter the date on which the selected Document will expire.
Document File:
This option will be displayed only if a Document is selected.
Click on Upload button to select a file from its path. You can upload either .JPG, .PNG or .PDF files. Once the file is uploaded, its name will be displayed.
Email Visitor
Click on the checkbox to enable or disable the feature. Enabling this feature will automatically send an email to the Visitor on the provided email address when a visit is scheduled. The email contains information such as the Meeting ID or QR Code that is required for security clearance of the Visitor, purpose of visit, date and time of appointment, location, and host. In case the visit is rescheduled, the revised schedule will be emailed.
Email Host
Click on the checkbox to enable or disable the feature. Enabling this feature will automatically send an email to the Host whenever the following events take place:
When a visit is scheduled
An email will be send to the Host with details about the visit such as visitor's name, purpose, date and time of appointment, and location. In case the visit is rescheduled, the revised schedule will be emailed.
Check In
A formal email will be sent to the Host when the Visitor checks IN through Device authentication or manually from IXM WEB dashboard.
Security clearance
Appropriate email will be sent to the Host informing whether the Visitor has passed or failed the Security check IN.
IMX Health
Click on the checkbox to enable or disable the feature. Enable it if you want the Visitor to provide answers to the Attestation Questions at the time of check IN via IXM Mobile app .
Click on the Save button to save Basic Information details. Click on the Next button to continue to the next section.
Screen Layout of Visit Details
This tab lets you schedule appointment for the Visitor.
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Please note that the schedule can not be changed in case the visit has already been canceled. |
Field Description of Visit Details
VISIT DETAILS
Time In:
Enter or select the date and time when the Visitor is expected to visit.
Time Out:
Enter or select the date and time when the Visitor is expected to go.
Purpose:
Select the Purpose of the visit from the dropdown list. If the Purpose is unknown, click on the "Select" option.
You can add, edit or delete a Purpose. Click on
Add/Edit Visit Purpose:
To add a new Purpose, enter its description in the box.
To edit a Purpose, click on the
To delete a Purpose, click on the
Once done, click on Save button to save the changes.
Location:
Select Location of the visit from the dropdown list. If the Location is unknown, click on the "Select" option.
Host:
Select Host who will be hosting the Visitor from the dropdown list. If the Host is unknown, click on the "Select" option.
Access Group:
Select the Access Group from the dropdown list to indicate the Device that will give access to the Visitor.
Belongings:
Enter a list of belongings carried by the Visitor.
Click on Previous button to go back to the previous tab. Click on Next button to go to the next tab.
Click on Save button to save details of this tab.
Screen Layout of IXM Mobile
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NOTE This tab will be visible only if IXM Mobile license is purchased. You can request for the License from License >> click on IXM Mobile section.
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This option allows seamless authentication of a Visitor without enrolling that Visitor.
Field Description of IXM Mobile
Enable IXM Mobile Account
Click on the checkbox to enable or disable the feature. Enabling this feature will allow the Visitor to authenticate using the IXM Mobile account.
User Name:
Enter the Username to log in to IXM Mobile app. By default, Visitor's email ID will be displayed as Username.
Password:
Password will be displayed automatically in encrypted form. You can change it.
Digital Card
Click on the checkbox to enable or disable the feature. Enabling this feature will allow the Visitor to authenticate using a Digital Card on the IXM Mobile app.
Face Enrollment
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This option will be enabled only if Face Enrollment license is purchased. You can request for the License from License >> click on Face Enrollment section. |
Click on the checkbox to enable or disable the feature. Enabling this feature will allow the Visitor to authenticate using their Face on the IXM Mobile app. It is a very useful feature that allows Visitors to enroll their face on the app at their convenience. Once face enrollment is done, Visitor can authenticate using face on the Device.
Attestation Questions
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This option will be displayed only if IMX Health is enabled "Basic Information" tab. |
Click on the checkbox to enable or disable the feature. Enabling this feature will allow the Visitor to provide answers to the Attestation Questions on the IXM Mobile app.
Email Notification
Click on the checkbox to enable or disable the feature. Enabling this option will send an email to the Visitor informing them to download IXM Mobile app and the credentials to log in to the app. Keep the box unchecked if the Visitor already has login credentials for the app.
Dynamic QR Card
Click on the checkbox to enable or disable the feature. Enabling this feature will allow the Visitor to authenticate using a Dynamic QR Card on the IXM Mobile app.
Click on Previous button to go back to the previous tab. Click on Next button to go to the next tab.
Click on Save button to save details of this tab.
Screen Layout of Credentials
The Credentials section is used to capture the biometrics and access card information of the Visitor.
Field Description of Credentials
Select Device:
Select the Device on which enrollment has to be done from the dropdown list.
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NOTE Enrollment can not continue unless a Device is selected.
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Next, click on the type of credential that has to be recorded: Fingerprints, Finger Veins, Face or Cards. Apart from these, you can also enroll Visitors by using a USB Desktop Sensor.
Fingerprints
Follow the steps mentioned below -
Enrollment mode:
Select one of the following options to enroll a Visitor-
Quick
Click on this option for a quick enrollment. This is the default selected option.
Advanced
Click on this option to enable advance enrollment.
STEP 1:Hover the cursor over the two hands and click on the finger which you want to enroll for the Visitor. A “Place Finger” message will be displayed. Ask the Visitor to place their finger on the device.
In case of Advanced enrollment, the application will ask the Visitor to place the selected finger 3 times. Each time the IXM WEB will notify the Visitor by displaying the “Place Finger” message.
STEP 2:
In case of Quick enrollment, once the finger is scanned, the device will show a “Remove Finger” message and the fingerprint image will be displayed on the right side of the window along with the image quality.
In case of Advanced enrollment, once all 3 attempts are captured, IXM WEB will display the captured fingerprint image of each attempt and select the capture with the best quality for each finger.
STEP 3:
After enrollment of all the required fingers click on Save & Continue button.
Once you click on Done button, the application will display Visitor added message and the Visitor will be transferred to a device based on the mapping done in the device group window.
Finger Veins
Follow the steps mentioned below -
STEP 1:
Hover the cursor over the two hands and click on the finger which you want to enroll for the Visitor. A “Place Finger” message will be displayed. Ask the Visitor to place their finger on the device.
STEP 2:
Once the finger is scanned, the device will show a “Remove Finger” message and the fingerprint image will be displayed on the right side of the window along with the image quality.
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NOTE Invixium recommends using the index and middle fingers for enrollment, and that each Visitor is enrolled with a quality of at least 4 stars for all biometrics. To achieve this, it is very important to place the finger so that it is completely straight and the tip of the finger rests on the guide at the back of the finger vein cavity.
Refer our Fingerprint Enrollment Best Practices document to learn more.
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STEP 3:
After enrollment of all the required fingers click on Save & Continue button.
Once you click on Done button, the application will display a Visitor added message and the Visitor will be transferred to a device based on the mapping done in the device group window.
Face
Follow the steps mentioned below -
STEP 1:
Click on Enroll Face to start face enrollment.
STEP 2:
The application will show a "Show Face to Device" message. The Visitor should look straight at the camera when enrolling in their face. Avoid looking in other directions or turning your head during enrollment. Make sure the entire face is within the frame corners, which will turn green upon correct positioning.
STEP 3:
Once the device captures a face, the Visitor's face will be displayed on the right side of the application along with the Biometric Quality and Face Type (Live or Spoof).
STEP 4:
After successful enrollment of the face click Save & Continue button.
Once you click on Done button, the application will display a Visitor added message and the Visitor will be transferred to a device based on the mapping done in the device group window.
Cards
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NOTE IXM WEB allows to create one card for each Visitor.
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If Card is being entered for the first time, the application will display following screen -
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Click on Add button to add a Card. |
In case Card(s) are already saved, the application will display a list of Cards on the right side of the screen as follows -
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Click on Add button to add a new Card. Click on the respective Card Number to edit or delete the Card. |
Following screen will be displayed to enter Card details -
Number:
Enter the Card Number.
Technology:
Select the Technology from the dropdown list. Invixium provides following three Card technologies -
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Smart
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Prox
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QR
In case of Smart / Prox Card, enter following details -
Facility Code:
Enter the Facility Code of the Card.
Issue Level:
Enter the Issue Level of the Card.
PIN:
Enter the PIN of the Card.
Status:
Select the Status of the Card from the dropdown list as follows -
Active
Inactive
Lost
Stolen
Only "Active" Cards will be granted access by the Device. Rest will not be granted access and appropriate message will be displayed by the application.
Activation Date Time:
It denotes the date and time from when the Card will be active.
Click on the calender icon to select the date and time icon to select the time. After this start date and time, the Card will become active for the Visitor. The Visitor using this Card will be granted access by the Device after this date and time. If it is set to blank, then the Device will not consider any Activation date and time for the Card.
Expiry Date Time:
It denotes the Expiry date and time of he Card.
Click on the calender icon to select the date and time icon to select the time. The Card will be active for the Visitor till this date and time. Once this date and time passes, the Card will expire and the Device will deny access to the Visitor. If it is set to blank, then the Device will not consider any Expiry date and time for that Card.
Type:
Denotes the type of Card. IXM WEB allows to bifurcate Cards into various types.
Select the type of Card from the dropdown list.
You can manage Card Types by clicking on
Name:
While adding a new Type, enter the Name of the Card Type.
Click on
Click on
Click on Save button to save the Card Type.
Click on Enroll button to save the Card details.
Click on Delete button to delete the Card.
In case of QR Card, enter following details -
PIN:
Enter the PIN of the QR Card.
Status:
Select the Status of the Card from the dropdown list as follows -
Active
Inactive
Lost
Stolen
Only "Active" Cards will be granted access by the Device. Rest will not be granted access and appropriate message will be displayed by the application.
Activation Date Time:
It denotes the date and time from when the Card will be active.
Click on the calender icon to select the date and time icon to select the time. After this start date and time, the Card will become active for the Visitor. The Visitor using this Card will be granted access by the Device after this date and time. If it is set to blank, then the Device will not consider any Activation date and time for the Card.
Expiry Date Time:
It denotes the Expiry date and time of the Card.
Click on the calender icon to select the date and time icon to select the time. The Card will be active for the Visitor till this date and time. Once this date and time passes, the Card will expire and the Device will deny access to the Visitor. If it is set to blank, then the Device will not consider any Expiry date and time for that Card.
Click on Read QR Card button if you have the QR but don't know the it's Number. Following screen will be displayed -
QR Code can be read through either Device or through WebCam.
To read QR Code from a Device, select the respective Device from the dropdown list. Click on Read button. As a result, the Device will open the camera and display "Show QR Card" message. Once you present the QR from the mobile, the Device will read it and display the QR Code in the Number text box.
To read QR Code from a WebCam, click on Read button. As a result, the application will open the camera. Once you present the QR from the mobile, the WebCam will read it and display the QR Code in the Number text box.
Click on Generate QR Card button if you have the number but do not have the QR for that number. The application will automatically generate a QR for the entered Number and display it as follows -
You can download or email the QR by clicking on the respective button.
Once you have entered all the details, click on Savebutton to save details in the IXM WEB database. Upon doing so, IXM WEB will display a success or failure message.
Click on Save & Continue button to continue to the next section.
USB Desktop Sensor
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NOTE The following Fingerprint sensors are Invixium Certified Products, which can be used to initiate the Fingerprint Enrollment process:
A. Lumidigm® M-Series
B. SecugenTM Hamster PLUS
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Follow the steps mentioned below-
STEP 1:
In the “Biometric data” window if any of the fingerprint sensors are not detected in the Select Device dropdown, then click on the link at the bottom of the screen to download and install the fingerprint sensor driver. Click here to locate the link on the screen.
STEP 2:
Once the driver installation is complete, refresh the browser and you will get a USB sensor in the Select Device dropdown list.
STEP 3:
Hover the cursor over the two hands and click on the finger which you want to enroll for the Visitor. A “Place Finger” message will be displayed. Ask the Visitor to place their finger on the device.
STEP 4:
Once the finger is scanned, the fingerprint image will be displayed on the right side of the application along with the image quality.
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NOTE Invixium recommends that each Visitor be enrolled with a quality of at least 4 stars for all biometrics. To achieve this, it is very important to place the finger in a way that the whole sensor area gets covered.
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Once you have entered all the details, click on Save button to save details in the IXM WEB database. Upon doing so, IXM WEB will display a success or failure message.
Click on Save & Continue button to continue to the next section.
Screen Layout of Summary
Field Description of Summary
General information about the new Visitor will be displayed here.
Click on Add New button to add another Visitor or click on Done button to complete the process.