Savance Workplace Watchlist Guide

Savance Workplace allows you to ban people from signing in . This works by adding these people to your watchlist, so that if they ever try to sign in, the system won’t let them.

How Does It Work?

When signing in a visitor, if their name and company matches a name and company in your watchlist, then that person will not be allowed to sign in. Instead, a pop-up message will appear informing the user that the person is in a whitelist.

Pop-up message when attempting to sign in a whitelisted person through a Kiosk:
Pop-up message when attempting to sign in a whitelisted person through the browser:

How to Enable the Watchlist Feature

1. While signed into Savance Workplace as an Administrator, go to Admin > Global Settings.

2. Under General Setting, scroll down and make sure the option “Show Watchlist button in Web” is enabled. If not, then enable it and click Save.

3. Refresh your browser then go to More Options in your toolbar. You should now see a new button called “Watchlist“.

Kiosk-Specific Set Up

If you would like to set up watchlists on a kiosk, a setting will need to be configured in the Kiosk’s settings. Note: if you have multiple kiosks, this will need to be done at each kiosk.

1. Go to your Kiosk’s main screen, and click staff. Then sign in as a staff. Note: The default User ID is 7282623

 

2. Go to Visitor Management > Visitors, then change “Check Watchlist” to YES.


If desired, add a Watchlist Email. This email address will receive an email alert whenever a whitelisted person attempts to sign in.

3. Click save, and you’re done.

 

How To Add A Person To Your Watchlist

1. Go to More Options > Watchlist

2. Click the blue Add Person button to add someone to your watchlist.

3. Fill out the form with the person’s details. Add a comment and/or picture if desired. Click Save when done.

4. The next screen will show you if this person’s information has any possible matches with previous visitors that are already in your database. If so, you can use an existing visitor instead of creating a new one. Otherwise click Add New to not link this person to an already existing visitor.

Done. They should appear in your Watchlist.

 

If you have any questions or need further assistance with Watchlists, please feel free to contact Savance Workplace Support at any time.

 

 

Related Knowledge Base Articles: 

How to Set Up Government Watchlist Integration/Background Checks:
https://www.savanceworkplace.com/knowledge-base/how-to-set-up-government-watchlist-integration-background-checks/

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