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Manage Employees

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Level: Administrator

 

 

The Employees area contains and maintains the list of employees registered within Proxyclick and can act as visitor hosts. Users can be added and managed individually, in bulk, or automatically via user provisioning.

See also: User groups and rights

Manually add, edit, or delete a user

Add a new user

You can manually add a new user to Proxyclick from either the Employees module or the Settings module. Here we'll explain how to start the process from the Employees module.

  1. Click the Employees icon from the left menu to open the 'Employees' page and display the current list of Proxyclick users
  2. Click Add user.

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The 'Add a user' popup is displayed. You can now follow the same process as when adding a new user from the Settings module, as described below. 

Add a new user
  1. Enter the new user's email address in the 'Add a user' popup. Click Next.
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  2. The 'Add a user' popup expands to reveal more options:
    1. First name/Last name: Enter the user's first and last names.
    2. Mobile phone: Click the country drop-down to select the appropriate country code and then enter the mobile phone number. Hyphens and spaces are not required.
    3. Phone: Enter phone number. 
    4. Assistant: Start typing the name of the user's assistant. The field is automatically filled if the person exists in the system.
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    5. Send invitation: If the new user needs to log into Proxyclick, select Send invitation to reveal the User rights drop-down list and select the appropriate permissions for the user or leave as 'Default' to create a default user account.
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  3. Click Save to save the new user.
Good to know
  • If 'Send invitation' was selected, an Invitation to join Proxyclick email is sent to the user with an activation link. The user must click the 'Join your team on Proxyclick' button to activate their account and set a password.
    um add manual 03.png
  • If 'Send invitation' was not selected (or the user did not click the link to activate their account) the user can still be a host but they will not be able to log into Proxyclick.

Edit a User

  1. Click Employees. from the left icon menu to open the Employees page and display the list of users.
  2. Type the user's name in the Search box at the top and press Enter to search for the user, or find the user by navigating the A-Z page links below.
  3. Click the user's name to open their user profile then click Edit.
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  4. Edit the user details and upload a profile picture. (A 400x400px JPG or PNG is recommended. Images must not exceed 5MB). All changes are saved automatically.
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  5. Click Visitor Management notifications from the Profile menu on the left to edit the notification options.
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All changes are automatically saved.

Delete a User

  1. Click Employees. from the left icon menu to open the Employees page and display the list of users.
  2. Type the user's name in the Search box at the top and press Enter to search for the user, or find the user by navigating the A-Z page links below.
  3. Click the user's name to open their user profile then click Delete.
  4. A warning message is displayed 'Are you sure you want to delete this user?' Click Delete to confirm.

Import Users in Bulk

You can import user in bulk to Proxyclick from either the Settings module or the Employees module.

Download existing user data first: It is important to upload your entire user list, including existing users, to ensure no current user data is lost.

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The bulk upload process

  1. Click the Bulk upload button from either the Employees page or Settings > User management.
  2. Click Download to download your existing user data to user_export.xlsx.
  3. Open user_export.xlsx in Microsoft Excel and read the instructions on the 'Read Me' tab. Instructions are provided in English and French.
  4. Add your new user data to the Users tab in the Excel file. The following fields are available: 
    Firstname Lastname Email Language Function Phone Mobile Invitation
  5. Save the Excel file which should now contain both current and new user data.
  6. Return to the Bulk upload of users in Proxyclick and click Choose file. Select the updated user_export.xlsx which contains both current and new user data and click Upload.

Upload your entire user list: The uploaded user list replaces the existing user list in Proxyclick so make sure the upload file contains both existing and new user data before uploading.

  1. Review the number of changes to ensure it reflects the number of expected changes. If you have any concerns, click the X at the top right to cancel the import and check the upload file. If you are happy to proceed, click Import to upload the user list to Proxyclick.
    bulk upload 01.png
  2. The bulk upload is confirmed. Click Close.
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User Provisioning 

User Provisioning allows you to manage users (additions, deletions, updates) automatically. Learn more: User identification and management.