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SV3® Visitor Management Manual
Account Information
3. Reset Password.
Account
Information
Logging In
1. URL: hy-visitor.sv3.us
2. You’ll need your username and password to log in.
3. Enter password manually, do not copy/paste.
First Time Login- Reset your password
1. Reset Password on login page.
2. Enter login name (your work email).
4. Check your email and follow instructions.
Scheduling Visitors
Scheduling
Visitors
Schedule Visitor
(This link can be found on the left of your dashboard)
EVENT DETAILS
1. Enter event title in Visit Summary.
2. Select the Location where the meeting will take
place (your floor).
3. Optional: add event description in Notes; notes will
be seen by your guests.
4. Select the Date and Time of meeting using the
calendar widget.
5. Select the Duration of the event.
6. If this event repeats, select weekly/monthly and indicate the
days of the week they are visiting. (Be sure to select an end date
with the calendar widget).
7. Next.
Scheduling Visitors
ADD VISITORS
1. If a new visitor:
a. Fill-in all required fields: Visitor’s Name, Visitor Type,
Visitor’s Company Name, Visitor’s Email, and Visitor’s
Mobile Number (optional if you would like them to receive
an SMS notification).
b. Create New Visitor and verify that the
information is correct.
2. If it is a returning guest, their information will auto populate.
3. If it is a returning guest for whom you need to edit/update
information this can be done in your Contacts section.
4. Add Visitor.
Scheduling Visitors
FOR LARGER GUESTLISTS UPLOAD VISITOR LIST
1. Generate Multiple Visitor List to download the template.
2. Fill out the template with the visitors’ information
3. Save the file to your computer
4. Selecting Choose File and upload
5. Verify that all the names are correct and there are
no duplicates
6. Next
Scheduling Visitors
ADD ORGANIZERS
An organizer is the person who is scheduling the event; you
can add multiple organizers to the event. They will get a
notification when the visitor arrives.
1. Enter email address.
4. Check Notify on visitor arrival box for all organizers
to be notified.
5. Select Next.
3. To remove organizers, Remove.
2. Add.
Scheduling Visitors
CONFIRM
Verify all the information is correct.
Submit.
What Your Guests Will Receive
What Your Guests
Will Receive
SMS
Glennys Abreu, you
have been
scheduled as an
authorized visitor.
Find Scheduled Visitors
Find Scheduled
Visitors
LOGGING IN
To view past, present, and future visits
3. Select the date range (calendar widget will appear).
Select the dates.
5. You can also search for a scheduled guest by name,
email, etc.
2. Scheduled Visitors.
1. Schedule tab along the top navigation.
4. Search.
Find Scheduled Visitors
DOWNLOAD VISITOR REPORT
To download a CSV of past, present, and future visits.
1. Click the Visitors tab along the top navigation.
2. Then, click Visitor Reports.
3. Click on Search Visitor to Generate CSV
4. Select the date range (calendar widget will appear).
Select the dates.
5. Click Search.
6. Then select Generate CSV.
7. When the document is done select Download
Admin Responsibilities
Admin Responsibilities
• Admins can Invite new users to setup an SV3 account by entering the user’s email address.
• Provide other users with permission to Schedule Visitors and View Visitors.
• Select a Primary Contact for the company (This person will show up in the building directory for walk in visitors)
To Invite Users:
3. Under the Members tab, enter user’s email, check
the permissions and click Invite.
2. Admin
1. Company drop-down menu
Admin Responsibilities
To Change Company name:
3. Under the General tab, on the Name field, change
the company name
Primary Contact
To Select Primary Contact:
4. Save Changes
2. Admin
1. Company drop-down menu
Admin Responsibilities
3. Under the General tab, on the Primary Contact
field, Select the point of contact from the list of
employees.
To Add and Remove Permissions under Admin:
3. The to remove permissions
2. The to apply permissions
1. Permissions
4. Save Changes
2. Admin
1. Company drop-down menu
Admin Responsibilities
