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Help and support for upgraded customers
Help and support for upgraded customers
If you have been upgraded onto our new platform, see here for help articles about how to use the new Management Portal and user interface
Upgrade FAQs
Upgrade FAQ's
Introduction to the upgraded Management Portal
Upgraded Management Portal - An Introduction
How to use the upgraded Management Portal
Management Portal - Locations Tab
Management Portal - How to Merge profiles
Management Portal - How to Archive profiles
Management Portal - Review Queue
Management Portal - People Directory Tab
Management Portal - Visits Tab
Management Portal - Managing User Access
Management Portal - Setting Up Notifications
Management Portal - How To Add New Visitor Types
How to manage visitor flows
Update visiting hours and density limits
Add a new visitor flow
Update an existing visitor flow
Data and reporting
How To Access & Use The New Executive Reporting Dashboard
How To Export Visits Data
Evidence Requirements
How To Set Evidence Requirements
How To Capture New Evidence From Visitors
How to add in multiple choice questions to a visitor's check-in flow
How to check-in using Zipline
Using the Zipline Kiosk on site