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Summary

The Visit Settings screen in the RAY admin portal controls how visitor management works for the organization: which visits are approved or denied automatically, how many visitors a unit can have per day, who is emailed about new requests, the terms hosts and visitors see, which visitor and vehicle details tenants enter, and the visit categories tenants choose from. Each tab has its own Save button.

Where to find the Visit Settings screen

  • Menu: Access → Visit Settings (Arabic: الوصول ← إعدادات الزيارة)
  • Tabs: General Settings (الإعدادات العامة), Visitors (الزوار), Vehicles (المركبات) and Visit Categories (فئات الزيارات).

Who can access the Visit Settings screen

Users with an Admin role that includes the visitor management feature.

Visit auto-approval and auto-deny rules

The Rules section of the General Settings tab has five checkboxes: Auto approve whitelisted and Auto deny blacklisted require Email, Phone Number or Identification to be set to Required in the Visitors tab, because visitors are whitelisted and blacklisted by those values. Until then the rule shows “Requires Email, Phone Number, or Identification to be set to Required.” with a Go to Visitor Settings link. See Visitor whitelist and blacklist. Maximum Visitors Count is enabled and required only when Auto approve visits based on number of visitors is ticked. It must be between 1 and 100.

Daily visitor limits

Enable Daily Visitor Limits on the General Settings tab lets admins set a Maximum Number of Visitors for each Day of the Week, Sunday to Saturday. The limit applies to the selected unit, or to the user if no unit is linked. When the option is ticked, at least one day must have a value, otherwise the message “Please provide a maximum visitors value for at least one day, otherwise disable the visitor limits option.” is shown.

Visit notification and terms settings

Transportation mode, visit purpose and visit category

Visitor field settings

The Visitors tab sets each visitor detail that hosts enter to Hidden, Visible or Required: First Name, Last Name, Identification (includes ID Type, ID Number and Issuing Country), ID Photo, Email, Phone Number, Nationality. Hidden fields are not shown in Visit Records or on the visit’s detail page. The tab also shows the Whitelist and blacklist fields message: whitelisting and blacklisting by Email, Phone Number or Identification is only possible when that field is Required; with Visible, an existing status can only be removed.

Vehicle field settings

The Vehicles tab sets each vehicle detail to Hidden, Visible or Required: Nickname, Plate Number, Make, Model, Color, Year. The settings cannot be changed while Transportation Mode is Pedestrian.

Visit category fields

The Visit Categories tab lists categories with Category ID, Category Name, Minimum Visit Duration and Maximum Visit Duration, with Edit and Delete on each row.

How to change the visit settings

  1. Open Access → Visit Settings.
  2. Choose the General Settings, Visitors or Vehicles tab.
  3. Change the settings.
  4. Click Save. Each tab is saved on its own.

How to add a visit category

  1. Open Access → Visit Settings, Visit Categories tab.
  2. Click Add.
  3. Enter the Name.
  4. Optionally tick Minimum Visit Duration and Maximum Visit Duration and enter each duration in Hours or Days.
  5. Choose the Audience.
  6. Click Save.
To edit or delete a category, click Edit or Delete on its row in the Visit Categories tab.

Common questions about Visit Settings

How do I approve small visits automatically?

Tick Auto approve visits based on number of visitors in General Settings and enter the Maximum Visitors Count (1 to 100). Visits with that many visitors or fewer are approved automatically.

How do I limit how many visitors a unit can have per day?

Tick Enable Daily Visitor Limits in General Settings and enter a Maximum Number of Visitors for at least one day of the week.

Why can’t I tick Auto deny blacklisted?

Email, Phone Number or Identification must be set to Required in the Visitors tab first. Click Go to Visitor Settings in the message under the rule.

Why are the vehicle settings greyed out?

Transportation Mode is set to Pedestrian. Choose Vehicular or Vehicular and Pedestrian in General Settings to collect vehicle details.