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Dashboard
Dashboard
Our web app for front desk staff, security teams and hosts
+3
40 articles in this collection
Written by
Philippine Raynaud,
Pearl McGuire,
Ryan Koch
and 3 others
ππ»ββοΈ Managing visitors and contractors (For hosts)
How to implement COVID Compliance (vaccine certificate checks)
COVID Compliance lets companies ensure everyone on location complies with COVID-19 vaccine regulations.
Written by
Nathalie Aguilar Guerra
Updated over a week ago
How to log in to Proxyclick
Written by
Pearl McGuire
Updated over a week ago
How to troubleshoot login issues
If you cannot login to your Proxyclick account, there are a few things that may be preventing you from accessing the site.
Written by
Pearl McGuire
Updated over a week ago
How to pre-register your visitors
Provide your visitors with the best possible experience by registering them in the Logbook and send them an invite
Written by
Pearl McGuire
Updated over a week ago
How to create a single visit from the Dashboard
A complete guide on how to create a visit for a single guest from the Proxyclick Dashboard
Written by
Pearl McGuire
Updated over a week ago
How to easily manage group visits
Create group visits for multiple visitors and upload their information via an Excel file
Written by
Ryan Koch
Updated over a week ago
How to edit or delete a visit?
If you need to make changes to, including deleting, a non-recurring individual or group visit, here's how to do it.
Written by
Pearl McGuire
Updated over a week ago
Editing a visit: why are certain fields grayed out and what can I do about it?
Understand which fields are editable in your logbook visits
Written by
Philippine Raynaud
Updated over a week ago
Additional privacy measures for users
New and existing users of Proxyclick must confirm and approve their information before being added to a location
Written by
Pearl McGuire
Updated over a week ago
How to manage your visitors with personal assistant features
Proxyclick offers a variety of features to allow certain users to create visits on behalf of other users
Written by
Philippine Raynaud
Updated over a week ago
How to send automatic reminder emails to your visitor
Have your visitor receive an email to remind them of an upcoming visit
Written by
Pearl McGuire
Updated over a week ago
π§π»βπΌ Managing visitors (For front-desk teams)
How to activate the Real-time-dashboard
Real-time-dashboard allows you to monitor the most recent activities happening across all your locations, from a single page
Written by
Pearl McGuire
Updated over a week ago
How to group locations into buildings
A complete guide to help you group locations into buildings
Written by
Alfonso Alonso
Updated over a week ago
How to easily track and find visits of returning visitors with Visit History
A guide to keeping track of past and upcoming visits
Written by
Philippine Raynaud
Updated over a week ago
How to manage office deliveries with Proxyclick
We explain how to manage office deliveries with Proxyclick
Written by
Pearl McGuire
Updated over a week ago
How to contact your guests during an emergency with the Emergency List
Send an SMS message and/ or print a list of all checked in visitors
Written by
Pearl McGuire
Updated over a week ago
How to set up a Watchlist
Secure your building and enforce compliant visitor check-in processes using watchlists.
Written by
Pearl McGuire
Updated over a week ago
π©πΌβπ» Managing users (For administrators)
How to set up visit approvals
Add an additional layer of security to your visitor flow
Written by
Pearl McGuire
Updated over a week ago
How to delete visit and visitor data
Deleting data gives you the option to control how long information is retained, ensuring you are compliant with data privacy regulations
Written by
Pearl McGuire
Updated over a week ago
How to add a new location to my account?
Managing multiple locations for your company, find out all the necessary information here
Written by
Pearl McGuire
Updated over a week ago
How to invite a user to use Proxyclick
All users must be invited to use Proxyclick before they can log in to the dashboard
Written by
Pearl McGuire
Updated over a week ago
How updating location settings can impact logging into Proxyclick (SSO Option)
When SSO is activated on a location, users may not be able to access the site using the methods they are accustomed to.
Written by
Pearl McGuire
Updated over a week ago
How to edit or delete user profiles
This guide is designed for Proxyclick administrators who wish to edit or delete users for one or multiple locations
Written by
Ryan Koch
Updated over a week ago
How to change the default host for visits
Update the default host/visit notification recipient on your account
Written by
Andrew Varga
Updated over a week ago
π² Notifications
How to edit and customize email notifications
Proxyclick provides template messages for some notifications. These messages can be customized to fit your specific needs.
Written by
Pearl McGuire
Updated over a week ago
Customize your visitor Welcome email
The welcome email may be one of the first points of contact with your visitors, be sure they have everything they need in one place
Written by
Pearl McGuire
Updated over a week ago
How to manage notifications
A complete guide to the types and ways to manage notifications
Written by
Pearl McGuire
Updated over a week ago
How to make sure specific users always receive certain notifications
Does your security team need to receive an alert for every check out? Do you want your reception team to be notified for every check in?
Written by
Philippine Raynaud
Updated over a week ago
How to manage notifications at a multi-entrance location
Having multiple entrances could mean knowing where your visitors are checking in. Learn about entrance notifications and setting them up
Written by
Pearl McGuire
Updated over a week ago
How to manage real-time desktop notifications
Proxyclick sends real-time notifications to your desktop so you donβt miss activity thatβs important to you (e.g. visitor check-ins)
Written by
Pearl McGuire
Updated over a week ago
User notification settings - an overview
This overview is a review of commonly configurations used by our clients but, notifications can be customized to fit your individual needs.
Written by
Ryan Koch
Updated over a week ago
How to make sure your assistant receives notifications
This article explains how to assign an assistant in Proxyclick to help you manage your visitors
Written by
Ryan Koch
Updated over a week ago
How to add additional recipients to a visit
Learn how to have specific users get notified for one of your visits
Written by
Philippine Raynaud
Updated over a week ago
π Logbook
Using our building logbook
Get a real-time overview and take action for visitors of multiple locations or tenants in a building or campus.
Written by
Ryan Koch
Updated over a week ago
How to manage and edit Custom fields
Personalize each visit with Custom fields
Written by
Alfonso Alonso
Updated over a week ago
How to use the Auto Check-out feature
You can choose to automatically check-out visitors at a specific time of day using this feature
Written by
Pearl McGuire
Updated over a week ago
How to increase security with the βOn-Siteβ visitor status
On-site status provides an additional step to the check in process. We will cover typical use cases, activation and how to use it.
Written by
Pearl McGuire
Updated over a week ago
π Agreements
How to assign different agreements to different visitors
If you have different Agreements based on a guest type (i.e. contractor or vendor), the multi Agreement feature will do the sorting for you.
Written by
Pearl McGuire
Updated over a week ago
How to define a validity period for visitor agreements
Ensure visitors are aware of your internal requirements and complies with them, all while making your visitor management efficient.
Written by
Philippine Raynaud
Updated over a week ago
π Analytics and Reports
Analytics and reports
How to access and use our analytics and reporting functionality
Written by
Pearl McGuire
Updated over a week ago