The system consists of four portals:
- The host portal for managing invitations and all related workflows.
- The so-called Global Desk for the reception staff
- The visitor portal for the guests. Here they can view their appointments, download documents or upload them after they have been processed ( signature, stamp ).
- The system manager for all global settings
Only the first two portals are required for internal operation. Access is protected by a login and controls the respective data view as well as the range of functions.
The users for the host portal must either be created in the system portal or, if an Active Directory Connector is used, activated via the AD.
The users for the visitor portal are created automatically and consist of the guest's email as the user name and an automatically generated password. The guest can change the password. The guest users are created only once in the system and are used for recurring appointments.
The respective portals are optimised to reach the goal with as few clicks as possible.
Both the appearance of the masks and the processes can be adapted and changed in most cases via customising.