Learning Objectives

By the end of this course, you'll know how your building uses Envoy and how to set up your company's Envoy Visitors account.

  • Create your Envoy account via your unique sign-up link, connecting you to your building

  • Understand how the building sees your employee log and invites

  • Navigate the visitor and invite log to keep track your guests that are on site or due to arrive

  • Populate and manage your employee directory using your chosen method

Course curriculum

    1. Welcome to Envoy Academy!

    2. Using the help center

    3. How you will use Envoy

    4. Envoy mobile

    5. Contacting Envoy support

    6. Chapter 1 Quiz

    1. Chapter 2 Introduction

    2. Creating your account

    3. Account creation questions

    4. The Envoy home page

    5. Adding your company logo

    6. Managing location settings

    7. Chapter 2 Quiz

    1. Chapter 3 Introduction

    2. What is the Employee directory?

    3. How the building sees the directory

    4. Manually adding employees

    5. Adding employees via CSV

    6. How to assign admin roles

    7. The difference between global and location admin roles

    8. Chapter 3 quiz

    1. Chapter 4 Introduction

    2. Customizing your sign-in flow

    3. Creating an Invite from the web dashboard

    4. Creating an invite from Envoy Mobile

    5. What invites look like to visitors

    6. The lobby check-in process

    7. The differences between the Visitor log and Invites log

    8. Using the Invites log

    9. Using the Visitor log

    10. Chapter 4 Quiz

    1. Chapter 5 Introduction

    2. Lobby check-in notifications

    3. Host notifications

    4. Chapter 5 quiz

About this course

  • Free
  • 35 lessons
  • Self-paced

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Learn how to set up and manage your account

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