An optional module is available that will allow management of security passes for both staff and visitors. This guide will show you how to set up, manage and print staff and visitor security passes.

Security Passes

Management of the passes are managed independently from each other through two pages: 

• Staff Security Passes - for managing staff passes 
• Visitor Security Passes - for managing visitor passes

The default location for the new pages is under the People Admin menu. Access to these pages will need to be granted to the relevant user roles. 

Go to the following area:

• Latest (left-hand) menu: System Configuration > Role Management > [select user role] > Pages 
• Pre-2025 (top) menu: System > Security > Role Management > [select user role] > Pages 

This means you can grant access to a specific page per user role if required: eg you have a user role that solely deals with visitor passes so you can grant them access to this page only.

Each pass type will require a template .html file to be able to print the passes which is set up by the customer care team.

Staff passes can be created by using the advanced search to look for the record, to prepopulate the details.

Clicking Save and print will produce a pop up window to print a pass.

Further Information (FI) fields can be added to the staff page in the usual way via:

• Latest (left-hand) menu: Data Management > Configure Further Information Fields > Staff Security Passes
• Pre-2025 (top) menu: System > System Administration > Further Information Configuration > Staff Security Passes 

They will appear at the bottom of the page rather than on a separate tab as shown below. 

Visitor passes can be created by entering the relevant details, to be able to save and print.

Enter the visitor’s personal details and click Update. 

Once a visitor has been added to the system, click into the Pass History tab to insert a new pass and record the relevant details.

Both staff and visitor pages contain a history tab to view details of previous passes issued.