Visitly’s Visitor Watchlist helps strengthen your workplace security by automatically identifying visitors who should be flagged. You can maintain a Global Watchlist that applies across all locations or create a Local Watchlist for specific sites. 

For information on setting up a Local Watchlist, see our Local Watchlist guide.

Setting Up A Global Watchlist

1. Log in to your Visitly Dashboard.

2. Navigate to Settings > Global Watchlist Rules. 

3. Click the Add Watchlist Rules button in the top-right corner. 

4. Select Visit Field under the Watchlist Group Type dropdown. 

5. Choose a Field Name (e.g., Full Name) to specify the attribute to monitor. 

6. Enter the corresponding Value that will trigger a watchlist match. 

7. (Optional) Add a Rule Description to clarify the purpose of the rule.

8. If you are on the Enterprise Plan (Advanced Watchlist), you will also see two additional rule options:

• Visitor Sign-In – The rule applies when visitors sign in via Kiosk, Visitor Log (Dashboard), or Contactless Check-In. 

• Pre-registration – The rule applies when creating or uploading bulk pre-registrations. You may enable one or both, depending on when you want the rule enforced.

9. Click Save to activate the new watchlist rule.

⭐  Note:  

• Visitor Sign-In and Pre-registration rules (Advance Watchlist) are only available on the Enterprise Plan.

• Standard Watchlist functionality remains unchanged for customers on the Starter and Business Plans.

Pre-registration Rules (Enterprise Plan)

When the Pre-registration option is enabled, Visitly validates visitor details against the Watchlist during pre-registration creation.

Single Pre-Registration

• If a visitor’s details (e.g., name, company, phone) match a Watchlist rule, an error message will appear. 

• On the first attempt, you will also see a Save Anyway button. 

  • Clicking Save Anyway lets you bypass the warning, create the pre-registration, and still record the Watchlist hit reason.

Bulk Pre-Registration

• If one or more visitor records match a Watchlist rule, the system continues processing but displays a warning for each matched entry. 

• Each flagged record shows a warning icon in the Action column. Hover over the icon to view the reason for the Watchlist match (name, email, phone, or company). 

• Unlike single pre-registration, bulk pre-registration does not include a Save Anyway option. The system flags the record so you can review it before finalizing.

Example: Single Pre-registration with a Watchlist Match

You add Jessica James to your Global Watchlist and enable the Pre-registration rule. 

When creating a pre-registration: 

1. Go to Pre-registration. 

2. Click Pre-register Visit. 

3. Enter the visitor’s details. 

4. Since Jessica James is on the Watchlist, a warning message appears when you click Save. 

At this point, you can either: 

• Cancel the entry, or 

• Click Save Anyway to bypass the warning and complete the pre-registration.

This ensures you are notified of the Watchlist hit but still maintain flexibility to allow trusted visitors.