Activities > Find Account - Visitors Tab or 


Dashboard > Account Search - Visitors Tab


Use this Tab to view, add and edit Visitors.


The Visitor function is used to track visitors to the community.


Add a Visitor


Step 1. Locate the Owner Account you need to work with using the Account Search feature on the Dashboard, or via Activities > Find Account. 


Step 2. Click the Visitor Tab. 


Step 3. Click the Add Visitor hyperlink. 

Step 4.  Complete the Visitor window. 


  • Association- This field defaults, review for accuracy.

  • Account- This field defaults, review for accuracy.

  • Contact Type- Select Owner or Tenant from the dropdown menu.

  • Name- Enter the name of the Visitor. 

  • File Name- Upload a file, if applicable. 

  • Access Type- Check the type of access granted, or if access is denied. 

  • Type- Select the Visitor Type from the dropdown menu. 

  • Gate Pass Notification- Check to enable Gate Pass Notification. 



  • Start/End Date- Enter Start and End dates for Visitor access.

  • Day of the Week- Check all days of the week that apply to visitor access.



Edit Visitor Note


Step 1. In the Find Account-Visitor Tab, click the Edit Visitor Note hyperlink.

Step 2. Enter the new Visitor Note.   

Step 3. Click the Save button to finalize.



Edit a Visitor


Step 1. In the Find Account-Visitor Tab, click the Pencil icon for the Visitor you need to edit.


Step 2. Make changes in the Visitor window, as needed. 


Step 3. Click the Save button to finalize.



Delete a Visitor


Step 1. In the Find Account-Visitor Tab, click the Trash icon for the Visitor you need to delete.



Step 2. Click Confirm in the confirmation window.