Visitor Management

Security Instructions for Visitors: Tailored Strategies for Effective Management

Discover key strategies for efficient, secure, and tailored visitor handling in your organization.
Flip Vermeersch

Imagine a typical day: a delivery person needs a signature, a guest is trying to remember who they're meeting, and an employee has forgotten their badge. The receptionist handles all this, keeping security tight but also being welcoming.

It's crucial to have clear security guidelines for all these different visitors. Everyone, from delivery people to new employees, needs different instructions and access. Managing all these people smoothly can be a challenge. At the heart of managing all these interactions is the 'jobs to be done' theory. It's about making sure everyone gets where they need to go quickly and safely. But it's also about making sure they feel welcome. And behind the scenes, it's about keeping things secure and following the rules.

In this blog post, we'll explore how to handle different types of visitors effectively. We'll look at the steps needed to make sure they are safe and the workplace remains secure. Our goal is to make your job easier and keep everyone happy, ensuring that the only thing the front desk officers gain during your day is the satisfaction of a job well done—not a collection of grey hairs.

Types of visitors in a company:

Business guests need a quick check-in and clear directions.

Contractors and Service personnel need to know exactly where they can go and what their job is.

Delivery agents need a fast and secure way to drop off packages.

Temporary staff or interns need a good introduction to the company, including safety and policy briefings.

Each group needs different information and access, and a good Visitor Management System (VMS) can make this much easier.

A successful visitor management process is specifically designed to meet the unique needs of each type of visitor

Pre-Arrival: Before they even arrive, visitors can register and get all the information they need. This can include automated document handling and eSigning, saving time when they arrive.

On-Site Check-In: Once they arrive, visitors can quickly confirm their details, often just using a QR code on their phone.

Badging and Identification: The system can then give them a badge, which shows who they are and where they can go.

Access Control: The VMS can control where visitors can go in the building, based on what they need to do there.

Best Practices: All of this should be streamlined and use technology to make things faster and more secure. Check our guide on the essential features of a Visitor Management Software.

Security instructions need to be specific to each visitor type:

A. Developing Security Instructions for Different Roles

Security is crucial, and a general approach doesn't work for everyone. It's important to give safety instructions that fit the visitor's specific role. For example, a contractor cleaning the lobby needs to know about safety in public areas and how to handle cleaning products safely. On the other hand, a technician in the server room needs to be aware of how to handle sensitive information and follow specific technical safety rules.

B. Tailoring Emergency Responses

Emergency plans should fit the visitor's role and location. While there are common procedures like evacuation routes, some visitors may need extra steps. For instance, a technician in the server room might have to secure sensitive data before leaving in an emergency. It's crucial to emphasize the importance of server room security. This was starkly demonstrated when we showcased to a partner how easily one can access their server room, highlighting a common security oversight in many companies.

For more insights into the vulnerabilities of physical security and how to address them, our article on physical penetration testing delves into effective strategies for safeguarding such critical areas.

C. Managing Access to Sensitive Areas

It's important to be clear about where visitors can and can't go. Visitor management software can help by telling visitors about their access limits and keeping track of where they go in the building.

D. Clear Communication and Compliance

Communicating security rules clearly is essential. Using the visitor management software to provide immediate, relevant security training can help. This method is interactive and makes sure visitors understand and agree to the rules.

E. Monitoring Compliance and Credentials

The visitor management system should keep track of each visitor's credentials. For instance, when an intern's time is up, the system should stop their access automatically. It's also important to get alerts if someone's required training has expired, to keep up with safety standards.


In conclusion, managing visitors can be complex, especially in a busy environment. Using a tailored VMS can simplify this, making sure everyone is safe and compliant while also focusing on making visitors feel welcome. The right system will blend efficiency, security, and hospitality, ensuring each visit is managed well. Discover the key features of a VMS here.

Flip Vermeersch

Head of Marketing

About the author:

"Don't shoot the messenger!" While Flip might not claim to be an expert himself, he's the bridge between you and the industry's best minds. He dives deep, chatting with specialists to bring you the freshest insights on everything from biometrics to business continuity. He deciphers the complex, making it relatable and digestible. Beyond insights, Flip's also the voice behind NineID's updates. Always eager for a chat, he's open to collaborative content ventures. If you're keen on the latest in security or teaming up, Flip's your guy.