Getting Started

Use this guide to move from initial configuration to production rollout with predictable validation steps.

Production Launch Checklist

Create your production organization and confirm admins can sign in.
Configure at least one site and verify timezone/local check-in settings.
Enable required check-in controls (photo, ID, NDA/safety prompts) for your policy.
Verify SSO and role mapping for admins, hosts, and compliance reviewers.
Run non-production check-ins and confirm screening and audit entries are created.
Validate report export and evidence download paths before go-live.

Sites and Locations

Site configuration controls local time behavior, host discovery, and policy targeting. Ensure each physical facility has a dedicated site entry before enabling production check-ins.

Recommended validation

Confirm hosts and visitors created at one site do not appear in workflows scoped to unrelated organizations or sites.

Kiosk Check-In Flow

Configure field requirements and legal acceptance rules before deployment. Start with a pilot visitor path and verify document, photo, and screening requirements in one controlled environment.

Operational tip

Keep one fallback check-in station ready while you validate printing, scanner devices, and network-dependent services.

Go-Live Validation

Before release day, run these checks from your deployment environment:

npm run verify:routes
npm run test

Capture output and store it with your launch notes so support and compliance teams can reference a known-good baseline.

Next: Configure Authentication

Continue with SSO setup and role-based access before enabling broad user onboarding.

Open Authentication Guide