This article is specific to customers who have subscriptions to Companies module.
Companies is a vendor management module designed for compliance managers with large amounts of vendors desiring centralised document management and automation of process.
How it works
First, you must have uploaded at least one (1) company profile in Companies to appear on SinePoint Pro check-in kiosk. Sine Core will only show 'active' status companies.
Next, in Sine Core's site settings > passes> enable the company field for your respective visitor types. The company field must be enabled to show companies on the check-in display.
When a visitor is checking in they will be prompted to search for their company. Records synced from the Companies module will appear in the Recommended section which is at the top of the screen. We automatically spotlight up to six - chosen alphabetically- and then list the remaining Sine Core companies in alphabetical order.
If a visitor's company is not listed, then this company is either disabled, not added to Companies or was not previously submitted to Sine Core. If the user selects +Add company then the company will not be added into Companies but will be added into Sine Core.
The logos for the companies are pulled from the logo added in the vendor's profile from Companies. If there is no logo we default to a system logo.
Distinguishing Sine Core companies from Companies
Customers do not need to have a Companies subscription to allow their visitors to add companies during their check-in. Therefore this means that Sine Core visitor management collects a log of companies added. This data is stored separately from Companies module.
Pass view
With an active Companies license, the administrator's pass view enables them to click into the Company that was linked to the visitor's check-in. The admin can seamlessly click thru to find the vendor's profile in Companies.
If the company field is not linked to Companies, the view is as below:
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