Add Visitor
The Add Visitor rule is one of the means of adding a visitor to an access group in a document.
Availability
The rule can be added to:
- User actions
- Bulk actions
- Scheduled actions
- Rest actions
Properties
| Property | Required | Description |
|---|---|---|
| Label | No | A brief description of the rule. This description is visible in the list of rules and meant to distinguish similar rules from each other. |
| Description | No | A longer description of the rule. You can use this field to describe the purpose of the rule is. |
| Name | Yes | In this field you can set the name of the visitor. BizzStream expressions such as {!name!} are allowed. However, this expression must refer to a header field. You can also enter a fixed name. |
| No | Here you can set the e-mail of the visitor you want to add. In this field you can use BizzStream expressions such as {!email!}. However, this expression must refer to a header field. You can also decide use a fixed e-mail address. |
|
| Company | No | Here you can set the company name of the visitor. BizzStream expressions are allowed but must refer to a header field. |
| Description | No | Here you can set as description the reason why you have added the user as visitor to the document. BizzStream expressions are allowed but must refer to a header field. |
| Access Groups | Yes | In this field, you have to select to which access group the visitor will be added. You can select multiple Access Groups. |
| Layout | Yes | A layout that the visitor uses to view the document. Only layouts of the type Document Page can be selected. |
| Language | Yes | You can select the language of the user. BizzStream uses this the language to resolve translation keys and to determine in which language the system messages should be displayed. |
| Locale | Yes | The locale of the visitor. BizzStream uses the locale to determine the appropriate formatting of numbers, dates, times, etc. |
| Expiry Date | No | This is the date on which the visitor token expires and the visitor can no longer see the document. BizzStream expressions are allowed but must refer to a header field of the type date. |
| Expiry Time | No | This is the time on which the visitor token expires and the visitor can no longer see the document. BizzStream expressions are allowed but must refer to a header field of the type time. |
| Execute Only If | No | The condition that needs to be met in order for this rule to execute. If this field is empty, the rule will always be executed. |