Dashboard

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 Francesca de giovanni
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 Rico Corona
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 Steve Cessario
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 Steve Cessario
Updated over a week ago

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 Francesca de giovanni
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

How to set up visit approvals

Add an additional layer of security to your visitor flow

Written by Rafael Figueroa
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 Rafael Figueroa
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 Dave Madnani
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

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 Francesca de giovanni
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 don’t miss activity that’s 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 Dave Madnani
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 Dave Madnani
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

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 Steve Cessario
Updated over a week ago

How to increase security with the “On-Site” 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 Francesca de giovanni
Updated over a week ago

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

Analytics and reports

How to access and use our analytics and reporting functionality

Written by Rafael Figueroa
Updated over a week ago