All articles · Clavarius Help

Getting started

What is Clavarius? — A quick tour of Clavarius — sign-in screens for your sites, and an admin area to manage them.
First-day checklist — The five things to do when you first set up Clavarius, in the order that works best.
Sign in to Clavarius — How to sign in, how long you stay signed in, and what to do if it doesn't work.

Set up a sign-in tablet — Put a tablet at the entrance of each site, signed in with an access account.
Staff sign in and out — Tap your name, confirm, done. What the colours mean and what happens if you forget.
Sign visitors in and out — How visitors sign in at the tablet, what we ask for, and how they sign out.
Record a delivery — Log a parcel at the sign-in screen and email the person it's for.
Send the Signed-in List (roll-call) — Email your designated contacts a list of everyone on site — for drills and evacuations.

Add and edit people — Add staff to the sign-in screens, limit them to certain sites, deactivate leavers, and erase personal data.
Add and manage sites — Create the locations that have a sign-in screen, and deactivate or archive the ones you no longer use.
Access accounts and the admin login — Create logins for your sign-in tablets, change their passwords, and remove access.
Share a view-only link — A live signed-in list or delivery log for fire marshals, reception or a lobby screen — no login needed.
Turn on deliveries — Choose which sites can record deliveries, and who is emailed about company parcels.
Event log and email log — See every recent sign in and sign out, and every email Clavarius sent for you.
Company settings and branding — Your company name, your logo, who receives the Signed-in List, and automatic sign-out.

Reports and analytics — Work patterns, busiest times, lone working and missed sign-outs — what each report shows and how to read it.

Plans and your free trial — How the 14-day free trial works, choosing a plan, and managing your payment details.
Payment problems and suspended accounts — What happens when a payment fails, a trial ends or an account is suspended — and how to get going again.
Change your password — Change your admin password from My account.
Reset a forgotten password — Get a reset link by email and choose a new password.
Download all your data — Export everything Clavarius holds for your organisation as a ZIP of spreadsheet files.
Choose how long records are kept — Set retention periods for visitor records and staff sign-in history.
Close your account — Close your organisation's account, what happens to your data, and how to reopen within 30 days.

How your data is looked after — Who is responsible for what, what we collect, and the controls you have.
Visitor phone numbers — Why we ask visitors for a phone number, who can see it, and when it's deleted.

I can't sign in — Work through the common reasons a login doesn't work.
Sign-in tablet problems — The tablet shows the login page, an error when tapping, or someone is missing.
Emails aren't arriving — Check the email log, spam folders and recipient lists when Signed-in Lists or notifications go missing.
Automatic sign-out and night shifts — What happens when someone forgets to sign out, and how to keep night shifts on the Signed-in List.