Guest Tab Explained

Let's dive into the Guest Tab in the SaferMe admin portal

Guests is the third tab on the members table. When a person's details are added to the guest tab they become a guest of SaferMe.

The Guest Tab is a contact tracing feature and is used by contact tracing customers. This tab exists for contact tracing admins to assign, remove and manage wearables contact cards. Admins can conduct a contact trace within the Guest Tab also. 

 

Jump straight to


Main features of the Guests Tab

  • The 'Add guest' button
  • Guest details: name, company, person visiting, and preferred contact details
  • Search bar to find a guest
  • Download guest(s) data
  • Contact log tables to conduct contact traces
  • Contact card features to assign, manage and remove wearable cards

How to get there

To access the Guests tab a user needs to be a Manager of an organization and signed into SaferMe on desktop. Click the 'Admin' button on the top right of the toolbar in SaferMe and select the 'Guests' tab.

 


Access for guests

  • Guest details are added to the Guest Tab and assigned contact cards
  • Guests don't receive an email invite from SaferMe
  • Guests don't use the SaferMe app directly in any way
  • Guests don't need to sign up or log in to SaferMe ever
  • Guests aren't added to channels or upgraded to a different roles

 

Adding guests to the Guest Tab

 

 

How to add a guest

 

  1. Select Add guest at the top of the Guests page
  2. Type the guest details in the form
    1. The only required field is Full name
    2. Company, Visiting and Preferred contact are optional fields
  3. If entering a person for the Visiting field, click on the field to search for the name of the person
  4. Click Add guest

 

Adding Guests by CSV File Upload

 

How to add guests via CSV

A valid csv file must contain a column named “First name” and may contain “Last name”, “Company” and “Preferred contact” columns.

All columns accept any text, symbols and spaces.

  1. Select Add guest at the top of the Guests page
  2. Click Import from CSV
  3. Navigate to the file you want to upload and select it
  4. Click Add guest



  5. After the file has been uploaded successfully, you will see a confirmation message.
  6. Click on Add Guests

 

If the file contains errors, you will see a message asking you to review your file and try again.

By default, guests who don’t have a card assigned to them will appear at the top of the guest table. They are sorted by the time they were added to the organization, from most recent to oldest.

 

 

 

Download guest(s) data

The download button is located to the left of the “Add a guest” button. Clicking the download button will prompt a request to download the data of guests.

Currently, only the full guest table can be downloaded (not specific guests).

 

 

Assigning cards to guests

 

 

To assign a card to guest(s) -

  • Select the guest(s) who are to be assigned cards on the guests tab
  • Click 'Assign Card' from the menu bar
  • Alternatively click the three dot menu on the far right of the members name 
  • Click 'Assign Card' from this menu

Screen Shot 2021-06-07 at 3.54.31 PM


  • Allow access to camera on the pop up (permission only has to be granted once) 
  • Scan the QR code of the card or enter in the card ID number manually 
  • Click 'Next'

Screen Shot 2021-02-22 at 3.06.00 PM.           Screen Shot 2021-02-22 at 3.07.32 PM      

 

  • If assigning more than one card, go through the flow for as many guests selected
  • A success message will appear to confirm the assignment(s)
  • The message will also include a reminder to activate the card(s) 

Screen Shot 2021-06-07 at 6.04.26 PM

  • If an incorrect card ID is entered an error message will appear 
  • Make sure to enter in all 12 digits displayed on the card to avoid an error message 

Screen Shot 2021-02-22 at 3.12.41 PM

  • Guests cannot have more than one card issued to them at the same time.
  • Guests cannot self-assign. Only Managers and Owners can assign cards to guests.
  • Managers and Owners can assign cards to themselves.

 

 

Removing cards from guests

 

To remove a card from a guest 

  • Use the search bar to look up the guest 
  • Click the guest's name to open their contact log table 
  • Above the contact data are the contact card details 

Screen Shot 2021-06-07 at 6.28.04 PM

  • If there are no contact card details visible the guest does not have a card assigned to them
  • It is vital to sync the card BEFORE removing the card from a guest 
  • Once the card has been synced click 'Remove Card' from the card details menu
  • Alternatively click the three dot menu beside the guest's name on the members table
  • Click 'Remove Card' 

 

Screen Shot 2021-02-22 at 3.01.10 PM

  • Ensure the details are correct 
  • Select a reason for removing the card from the drop down 

Screen Shot 2021-06-07 at 6.42.59 PM

  • A success message will appear once the card has been removed

 

 

Deleting Guests

 

 

Guests with a card assigned to them or with contact data cannot be deleted. 

An error message will appear if an attempt is made to delete a guest that has a contact card or has contact card data. 

 

 

Contact data of guests older than 42 days is automatically deleted from the system. Once data of a guest has been deleted, and the contact card has been removed from the user manually, the guest can be deleted from the organization.

 

Deleting a guest 

  1. Navigate to the guest’s table
  2. Select the guest you want to delete
  3. Alternatively, click the three-dot menu on the far right of the guest you want to delete
  4. Click “Delete guest” from this menu
  5. Click “Delete” on the pop-up dialogue

 

 

Deleting guests in bulk

  1. Navigate to the guest’s table
  2. Select the guests you want to delete
  3. Click “Delete guests” from the menu bar
  4. Click “Delete” on the pop-up dialogue

 

 

Get in touch with our team to chat about guests, email us at support@saferme.me