Pass settings are an essential part of customising your solution for your operations. These settings help you leverage Sine's feature set and build a secure and efficient visitor management process for your operational needs.
To get started, you can just navigate to Sites in the side nav, then click Settings for the site you want to edit. Once there, select Passes from the sidebar.
From here, you will be able to customise the following settings:
Automatic expiry helps you ensure visitors are checked out of your site each day, especially if they have forgotten to check themselves out when they leave. When a pass is expired, this is noted differently from passes that have checked themselves out. Giving you the ability as an admin to spot visitors that have not followed your check-out requirements, or in this information can also be used to identify if anyone is still on-site at a time they should not be.
Auto expiry can be set based on a specific time that passes are to expire each day or after an elapsed time.
To set a Specific Time, toggle pass expiry to Specific time and then set the time (given in 24hr time) that passes are to expire every day.
To set an Elapsed Time, toggle pass expiry to Elapsed time and select the number of hours after which a pass will expire. This option is particularly useful in facilities that operate around the clock and may have people checked in overnight.
Data retention enables you to set a custom data retention policy for your site, and automate the deletion of pass data. When you set a retention period, any passes that fall outside of this period will be automatically and permanently deleted on a rolling basis.
By default, data retention settings will be turned off for your site. To set or update data retention policies, you will need to have Site Administrator or Team Administrator permission levels.
You can read more about setting up data retention for your site here.
Check-in requirements allow you to set the mandatory identification fields that visitors to your facility must provide. This covers essential details, such as email, mobile number and photo ID. The options are outlined below (note, these settings are applied to all visitor types at a site unless otherwise stated)
This setting ensures that for a user to check in, they must provide their email. To enable this feature, toggle this to the On position.
Verified Email Required
This setting ensures that for a user to check in, they must have a verified email address. To learn how to verify your email, please read this. To enable this feature, toggle this to the On position.
Note, this option is not compatible with web or iPad check-in, verified emails can only be provided using the Sine Pro mobile app and require that people checking in have a Sine user account.
This setting ensures that for a user to check in, they must provide their mobile number. To enable this feature, toggle this to the On position.
Verified Mobile Number Required
This setting ensures that for a user to check-in, they must have a verified mobile. To learn how to verify your mobile, please read this. To enable this feature, toggle this to the On position.
Note, this option is not compatible with web or iPad check-in, verified mobile numbers can only be provided using the Sine Pro mobile app and require that people checking in have a Sine user account.
Email or Mobile Number required
This setting ensures that for a user to check in, they must provide either an email address or mobile number, but the user can choose which they provide. This is best where you need a contact method for everyone that checks in, but do not mind which method they provide. To enable this feature, toggle this to the On position.
This setting ensures that only visitors who have been invited to the Site and have an active invite can check in. This requirement can be enabled per visitor type. To enable, toggle which visitor types you want to restrict check-ins to those who have been invited.
Limit 'Invite Required' Start Time
By default, an invited visitor can check in up to fifteen minutes before the start of their invitation time. This setting can be enabled to limit check-in to only be within the times set on an invitation.
Invite Check-in by Name Search
When enabled, this feature makes the iPad check in experience for invited visitors more efficient. After entering the exact name details matching a current invite, visitors are prompted to check-in from a drop-down notification.
This setting ensures that for a user to check-in, they must provide their company. To enable this feature, switch Company Required to On.
Photo ID Required
This setting ensures that for a user to check-in, they must take a Profile Photo (Sine Pro users use their Profile Photo in their Profile, to set a Profile Photo, please read this link). To enable this feature, switch Photo ID Required to On.
Capture a new photo on each check-in
This setting requires iPad users to take a new photo at every check-in, even if they are a returning user. To enable this setting, switch the toggle On.
Note, to use this feature you must have Photo ID required enabled for your site.
Mobile Check-in Requirements
Mobile check-in Enabled
This setting will override all other settings below, it can be used to quickly toggle mobile check-in on or off for your site. If this is disabled, no mobile check-in will be permitted for your site.
This setting allows users to check in using the Sine Pro mobile app when within the geofence radius. To enable this feature, switch Nearby Site to On.
Permitted Automatic Check-in
When enabled, this lets you select which visitor types can be automatically checked in when they re-enter your site's geofence. You can also select the default setting for visitor types with automatic check-in enabled—either default to on or off.
Enforced Automatic Check-out
This setting automatically checks out visitors who have left the geofence of the site. Toggle which visitor types you want to enforce the Automatic Check-out on and this will override their profile settings.
QR scan inside Geofence only
This setting ensures that a user needs to be within the Geofence radius when using the QR Scan feature on Sine Pro to check-in. To enable this feature, switch QR scan inside Geofence only to On.
Check-in QR Scan Prompt Message
Set the custom message shown on the QR-scan screen when a QR code is required to check-in
QR or NFC Scan Required For Check-out
This setting ensures that users of the Sine Pro app need to scan the Site QR Code or NFC tag to check-out. To enable this feature, switch QR or NFC Scan Required For Check-out to On.
Check-out QR Scan Prompt Message
Set the custom message shown on the QR-scan screen when a QR code is required to check-out
This setting sets how far away mobile users can be to check-In using the Sine Pro mobile app. To select the radius of the geofence, click on the current Geofence Radius and select whichever distance is appropriate from the drop-down menu.
For users of the Sine Pro mobile app, they can upload their Photo ID and insurance documents to their profile and use these when they check-in at different sites. When its setting is enabled, these documents can be submitted and added to the visitor's pass at check-in.
To enable, toggle Collect Documents on Check-in to the on position, and select the visitor types and documents you want to request.
Note, this is available for users of the Sine Pro mobile app only.
Visit info lets you customise the content that visitors will see on their invitations and passes at your site. These sections can be customised to be included on either invitations, passes or both.
Visit Info Title
This section will be displayed above the Entry Instructions and other information segments that are attached to a user’s pass. Just enter the title you wish or leave it blank.
This field will be displayed at the top of the information attached to a user’s pass and is generally used to instruct guests on how to pick up their visitor badges or where to proceed to.
You can also add additional fields by clicking the Add A New Section button.
Then, enter your text, or you can upload an image that you want visitors to see on their pass or invitation.
Each section has a title and body. These sections can be reordered by clicking and dragging the triple line button in the top right of the section. To delete a section, click on the X in the top right corner of the section
To select the visibility of each section, click on the dropdown menu and select where you want that section to appear.
To upload an image, click Upload Image and either drag and drop the image or click and select the image to upload using your file explorer.
For sites with Workflows enabled, you can add links directly to be attached to passes and invites. Note, these will be shown to all visitor types, and will appear on both passes and invitations.
Click the Add a Workflow button, fill out the Workflow Name and add the shareable Workflow Link, then click Save.
You can add contacts to the pass info that gets attached to a pass on check-in. Click the Add Contact button, fill out the Name and Contact Details fields then click Save
You can attach PDF documents to any passes that get created so that your guests can download and view them remotely. Click the Upload PDF button, either drag and drop your PDF into the upload field or select it manually, then click Save.
Here you can add URL links that will appear on all passes and invitations for your site. To add a link, enter the link in the Website Link field and then provide a Link Name (this is what your visitors will see on their passes and invitations. Then click Save to confirm your changes.
For further assistance with the Pass Settings, contact us at [email protected] or by using the chat bubble in the bottom right-hand corner of the page.