How to Configure a Visitor Management Reviewer & Approver

How to Configure a Visitor Management Reviewer & Approver

This guide provides step-by-step instructions on adequately configuring a user to review and approve visit requests submitted as part of the pre-registration or lobby management process.


1. Log into OCR EASE as a Corporate or System Admin.

2. Click "Tools"

3. Click "+User"

4. Click "Create/View User"

5. Use the Search User Profile page to find an existing user.

6. Click the "User ID" to edit the profile

7. Confirm the User Group is set to a Compliance Manager, SBU-Administration, or Corp-Administrator. Click "Save"

8. Scroll down to the Module List panel. Using the left and right arrows, assign Common Interface, User Maintenance, and Visitor Management.

Click "Save" on completion.

9. Scroll down to the Permission List panel. Using the left and right arrows, assign Front Desk Denied Party Approver, Rapid Registration Approver, Security Reviewer, and Transaction Denied Party Approver.

Click "Save" on completion.

10. Click "Save & Return" to enforce all changes.




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