The Genea Security app supports a wide range of Operations and Analytics widgets, allowing you to manage routine operations effectively from a single Global Dashboard.
If you haven't set up your Custom Dashboard yet and are interested in doing so, refer to this guide: https://help.getgenea.com/en/articles/9099848-custom-dashboard
Want to Know What the Visitor Management Widget Offers?
Follow the guide below to understand how to set up and utilize the Visitor Management widget to enhance your daily operations.
1. Visitor Management Widget
1.1 Visitor Summary
The Visitor Summary widget provides a comprehensive view to invite, manage, and analyze visitor activity at a specific location — all from the Global Dashboard.
How to Add the Widget:
Go to Custom Dashboard → Widget Gallery
Navigate to the Visitor Management section
Select Visitor Summary and place it onto your dashboard.
Once added, the configuration wizard will prompt you to:
Select a location of interest
Edit the Name of the widget (optional)
Click Save and Close to finalize. The widget can then be resized or repositioned on the dashboard as needed.
This widget functions as a compact version of the Visitor Management app, offering powerful insights and operational controls directly from the dashboard.
Key Features and Capabilities
Invite Guests / Visitors
Similar to the Invite tab in the Visitor Management module, users can:
Invite new visitors using the +Add button
Pre-register guests or register walk-in visitors
Set the visit date (defaults to today, but you can select future dates as needed)
Visitor Summary insights
At the top of the widget, you'll find four key insight boxes, displaying real-time data for the selected location:
1. Total Visitors
Shows the total number of visitors scheduled for the selected day — including both pre-registered and walk-in visitors. Declined or cancelled visits are excluded.
2. On Premise
Indicates visitors currently on-site, identified by their Arrived status. Arrival can be logged via: Reader Access, or iPad Self-Check-in, or Manual check-in via QR, Manual Status update.
A comparison chart bar below this section visually breaks down the counts for Arrived, Expected, and Checked-Out visitors of the day.
3. Walk-in Visits
Displays the number of guests who arrived without prior registration or Walk-in category. A comparison bar highlights the ratio of walk-ins and pre-registered guests to total visitors.
4. Watch-listed
Tracks visitors flagged by your organization's Watchlist. When a match checks in, the counter increases, and an amber alert highlights the new entry.
Detailed Tabular View
Clicking any insight box opens a side drawer with a tabular grid containing detailed visitor records.
Features include:
Column customization
Search by visitor name
Export to CSV
Quick actions via the Actions button, such as:
Assign Card
Print Badge
Resend Invitation
All updates reflect instantly in the dashboard's insights, ensuring real-time visibility.
Guest List
Below the insight boxes, the widget displays a Guest List of all expected visitors, organized chronologically based on visit time.
Security or reception staff can:
Review visit details
Update visitor status
Assign cards
Print badges
Additional options are available via the meatball (⋯) menu next to each record.
Quick Search:
User can quickly find records using the Name search bar.
Hide Guest List (Optional)
If you're an Admin or GA user who only wants to view insights:
Click the meatball icon on the top-right of the widget
Toggle Show Guest List off
This will hide the guest list and only display the visitor insights. You can then resize the widget to better fit the layout.
The Visitor Management widget streamlines on-site guest operations with powerful features and visual insights — all accessible from the Custom Dashboard. With capabilities like visitor invitations, real-time data tracking, and operational controls, it enhances security and efficiency for your facilities.
If you have any questions regarding Custom dashboard - Visitor Management widget, reach out to Genea Support at any time at acsupport@getgenea.com.