Edit a visitor's profile in the Visitor Directory

Edit a visitor's profile in the Visitor Directory

Correct a visitor's profile details, such as a misspelt name or a changed phone number, in the Visitor Directory. You can also merge duplicate profiles for the same person.

Before you start

  • You need permission to update visitors. Without it the profile is read-only.
  • Editing is available inside a location. In Company View, profiles are read-only.
  • This changes the visitor's profile only. Past visits in the Visitor Log are separate records. To correct a specific visit, see Edit visit details in the Visitor Log.

Edit a profile

  1. Sign in to the Vizmo portal and select the location.
  2. Go to Visitors > Visitor Directory.
  3. Find the visitor with the name search box, then click the edit (pencil) icon on their row. You can also click the row to open the profile.

    Visitor Directory row with edit and delete icons

  4. On the Profile tab, update any of First Name, Last Name, Phone, Email, Company and Vehicle Number. First Name and Last Name are required, and you must keep at least a phone number or an email address.
  5. Click Save.

    Visitor profile drawer with Save and Merge Duplicates

Vizmo shows "Visitor details have been updated successfully" and the Directory lists the new details. The visitor's photo is for reference only and cannot be changed here.

Merge duplicate profiles

If the same person has more than one profile, you can combine them into one.

  1. Open the profile you want to keep.
  2. Click Merge Duplicates. Vizmo looks for other profiles with the same phone number or email address.
  3. In Merge Duplicate Visitors, check the list of profiles that will be merged.
  4. Click Merge.

The profile you opened keeps its name, phone number and email address. Any empty details can be filled in from the duplicates, and their visit history moves to this profile. Merging happens in the background, so the duplicates may take a short while to disappear from the list.

Note: If no duplicates are found, Vizmo shows "No duplicate visitors were found for this phone or email" and nothing changes.

Troubleshooting

  • "Phone or email is required": enter at least one of the two before you save.
  • Fields are greyed out, or Save is missing: your role cannot update visitors, or you are in Company View. Switch to the location and check your role.
  • The profile was already merged or deleted: refresh the list and open the profile that remains.

Related