{"versionId":"e1664298-4a15-4587-a5f9-08dd43f5fa41","articleId":"85ccdfed-0ce0-4896-c728-08db0890fc0f","title":"Getting started","tags":["setup","All articles"],"content":"

Read this guide to learn about:

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Table of Contents

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Five steps to get started with EVA Check-in 

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Step one - sign up for a free trial

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The free trial sign up process will guide you through the essential steps to get up and running, i.e. creating:

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Step two - review your check-in experience

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Once you've completed sign up you'll land in the EVA portal. Try a manual check in to review your visitors' check-in experience:

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Step three - customise your check-in experience

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Check-in messages

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Go to Site information > Options > Check-in tab to make changes to your check-in and check-out messages:

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Information collected from visitors

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To change the information you collect on check-in, edit the relevant visitor type(s). 

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If you need more than the standard check in configuration, custom check-in gives you full flexibility.

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Step four - choose your check-in method(s)

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EVA Check-in supports multiple check-in methods:

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QR code poster check-in

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\uD83C\uDFA8 Customise your poster: add a logo, colour scheme and title text. Go to the Theme tab on Site information > Options

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\uD83D\uDDA8️ Print your poster: go to Check-in in the the EVA Check-in portal, and select QR/poster for the relevant zone. Then select Print view to preview and print.

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Kiosk check-in

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Set up EVA to run on an iPad or Android tablet for self-service check-in. The screen also displays a QR code for those that want to scan to check in.

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EVA Check-in Kiosk Tour Storylane
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Follow the setup instructions here 

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Customise your kiosk interface: Go to the Theme tab on Site information > Options to add or review your logo, change your kiosk colour scheme or add a feature image.

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Step five - review configuration

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Sites 

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Create new sites via Overview > Sites

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You can also create sites via bulk upload of sites.

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Zones

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If you want visitors to check in to different places within a site, eg floors in a building,  or even a meeting room within an office, you can add zones to your site. Go to Check-in in the portal to create a new zone.

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Data retention policy

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You will have set the visitor data retention period when you signed up. The default is 60 days. To review this, go to Overview > Data policy.

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User management

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Users can be assigned to all sites within your account or to individual sites. Set them up via Account settings > Users 

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They can sign in using a password or Microsoft account - set up on the Sign-in method tab

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Users can be granted customer(all sites) or site-specific access

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Roles

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Users must be granted one or more roles appropriate to the tasks they will be undertaking:

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  • Customer Administrator - full access to the portal including all of the roles below
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  • Receptionist – can view the “who is here” and “visitor count” screens and manage manual check-in/out on behalf of guests
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  • Operations – can access “activity log” and “audit logs” reports only
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  • Login administrator* – can create/edit users and change passwords
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  • Pre-registration - can pre-register visitors and use pre-registration features
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*Note: a Login Administrator can only assign roles that they hold. So if you want a Login Admin to be able to add new Receptionists, the Login Admin needs to be assigned the role of Receptionist as well as Login Admin.

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What else can you do with EVA Check-in?

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Once you have your site(s), users and check-in experience sorted, click though to learn more about these handy features that will take your visitor management, workplace sign in and contractor management to the next level:

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Where can I find more information?

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To learn more about EVA Check-in:

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