What is the process for the security guard when asking visitors to sign before taking a photo of their ID as part of the registration process? 👮🏻‍♀️📢
Here we explain the process that security guards follow when asking visitors to sign before taking a photo of their ID, as part of the registration process at Munily:
Step 1: Log in to the Visitas (Visits) module and add a new visitor
- On the app’s main screen, find and select the banner that says “Visitas”.
- Once inside the Visitas module, click the “+” (plus sign) icon.
- Next, select the 'Visitor' option to begin registering a new visitor.
Step 2: Signature Registration and ID Photo Capture
- On this screen, the visitor must sign in the designated field. You’ll see a heading that says 'Consent' and, below it, the text 'Processing of the visitor’s personal data'.
- In the signature area, the visitor will sign their name.
- Below the signature area, the text 'By signing, you are accepting our privacy policy and personal data processing policy.' will appear.
- Once the visitor has signed, they must click the 'Yes, I accept' button.
- Immediately afterward, the visitor will be asked to take a photo of their ID. You’ll see an image of an ID (in this example, a Panamanian ID card).
- After the ID photo is successfully taken, a confirmation message will appear: 'Registration successful!' with a button that says 'Understood'. Click this button.
Step 3: Enter Visitor Information or Deny Access
- If registration was successful (Step 2): The visitor will be able to enter the community successfully.
- If you need to deny access or there is an error:
- On the visitor registration screen, you must fill in the visitor’s information. The available fields are:
- Full Name
- ID Number
- ID Document
- Security Guard Comment (optional)
- Comment
- Once the information is complete, click the 'Create Visit' button.
- If for any reason you need to deny access, click the 'Denied' option (this option is not explicitly shown in this workflow, but it is implied to exist in the visitor registration process).
- If the registration is completed successfully, you’ll see the message 'Registration successful!' again.
- On the visitor registration screen, you must fill in the visitor’s information. The available fields are:
By following these steps, the visitor will be able to enter your community without any issues!
Still need help? Reach us on WhatsApp or at soporte@munily.com.
Con Amor đź’™ Munily