How do I add new visitor types?
Creating custom categories of site visitor, such as delivery, client or inspector, beyond the default types.
Visitor types describe why someone is on your site. Breadcrumb comes with three: Employee, Subcontractor and Visitor. You can add your own, like Delivery, Client or Inspector, so each group only sees the inductions, forms and check-in questions that apply to them.
This article shows you how to add, rename and delete visitor types.
Before you start
- You need Company Host permissions. If you don't have them, ask your Breadcrumb administrator.
- You can only manage visitor types on web. It isn't available in the mobile app.
Add a visitor type
- Select your name or company name in the top right of the page, then select Company Settings.
- Select Visitor Types.
- Enter a name in the Type field, for example Delivery.
- Select Add New Type.
Rename a visitor type
- Go to Company Settings > Visitor Types.
- Find the visitor type and select the orange Edit icon.
- Update the name in the Type field.
- Select Update.
Delete a visitor type
- Go to Company Settings > Visitor Types.
- Select the red X next to the visitor type.
- Confirm when prompted.
What's next
- Choose which visitor types can check in to each site. See Manage site-specific visitor types.
- Limit inductions, forms and check-in questions to certain visitor types when you set them up. See How do I create an induction form? and Manage check-in and check-out questions.