Visitors in Workspace

Written By Natalia Povrozniak (Administrator)

Updated on November 5th, 2026

Table of Contents

Applies to app version 2026.02 onwards

 

In IBSS apps, visitors can be invited in two ways:

The Visitors page is designed for you to:

  • View all visitors that you invited to meetings or separately
  • View their status, especially if your organisation approves or declines visits for you
  • Create new visit requests 
  • Edit existing visit requests
  • Cancel visit requests
  • Import visitors list

ℹ️ All pages and actions within IBSS apps are security controlled.

Permissions required for this functionality:

To get access to the Visitors page in Workspace Flex.SearchPeople.Visitor
To create visitors Datamodel.Visits.Create
To be able to import a visitors list API.Visits.Import
For all users dealing with visits API.Visits.V2
 

Adding a new visitor

To add a new visitor that is not related to any space booking or a meeting:

  1. On the Visitors page, click + Add. The Visitor Details popup opens.
  1. Add details on the Single Visitor tab:
    1. First name and/or last name
    2. Company
    3. Email of your visitor
    4. PACS ID for the Physical Access Control System.
    5. Building for the visitor arrival
    6. Arrival Location ID 
    7. Visitor type (non-mandatory)
      Select the relevant Visitor Type for your new visitor. Each visitor type flow has different questions that your visitor will be asked when they arrive to the building.
    8. You can add internal Visitor Notes. These are visible only by you and the Visitor Management team in another IBSS app.
    9. Most of the Host Details are automatically populated as you create the visitor. You can change host details if you have the necessary role permissions.
      Fill in or manage the field Host name or email address.
      The Host field will be automatically populated for the current user or if the host details change.
    10. Add or adjust Timings for the visit:
      • Date
      • Visit Start
      • Visit End
    11. Confirm by clicking OK. This button becomes available after all mandatory fields are filled in.
  1. If you have a list with multiple visitors that you need to upload:
    1. Go to the Bulk Upload tab.
    2. Download Template to ensure that your data is formatted correctly.
    3. Upload the file that you have prepared using the Select File button.
      There are many fields in the file, but only the following are required for a successful visitor records upload:
      • Space_Id can be a Space ID of the main arrival location
      • Node_Id is the Node ID of the building where the visitor is expected
      • Visitor_First_Name
      • Visitor_Last_Name    
      • Visitor_Email    
      • Visitor_Company
      • Visit_Host_Name    
      • Visit_Host_Email   
      • Visit_Start_Date    
      • Visit_End_Date
    4. Click Upload and Proceed to start processing your data.
      The file will be processed in the background, and you can check the progress on the Background Processes page. If the data is uploaded successfully, you will see the new records in the list.

⚠️ Visitor requests might need an approval in your organisation.

After approval or when it is not required, visitors receive your invitation and can access the building where you invited them to when they arrive. They will be using the QR code from the email invitation.

Note: Visitor passes are not security credentials. They are convenience passes designed to streamline check‑in and optionally provide temporary QR‑based entry.

If the Wallet Pass option is set up for your organisation, visitors will be able to add the Access Pass to their Apple Wallet or Google Wallet apps for convenience, but this is not a secure mobile credential.