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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. There are multiple ways to manage user profiles:

  • Manually - add or edit an individual.
  • Import users in bulk - use to update a large user base without the IT project associated with automatic updates.
  • User Provisioning via LDAP or OneLogin - ideal for automatic updates (but requires IT project).

Clicking on the Manage rights of users option will bring the user to the User Rights area of Settings.

Please see the Manage User Rights page for more information on configuring those options.

Manually

Add a user

  1. From the menu, click Employees. The Employees screen displays.
  2. To add an employee, click on Add user button.

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The add user dialog displays.

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  1. In the Email field, enter in the employee's email address.
  2. Click the Next button.

The employee's details form displays.

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  1. In the First Name field, enter the employee's first name.
  2. In the Last Name field, enter the employee's last name.
  3. In the Mobile phone field, enter the employee's mobile number.
  4. In the Phone field, enter the employee's number.
  5. If the employee has an assistant then enter the assistant's name and check the Send invitation check box to send an email notification to the assistant.
  6. Click the Save button.

Notes:  

  • If you would like this user to have the ability to log in, then check the box 'Send invitation.'

  • If you want to set permissions for the user, you must check the 'Send invitation' box. If an invitation is not sent, the user can still be a host; however, the user cannot log into Proxyclick.

  • Your user will receive an email that they have been added to a location. If the user does not click the link in the email, their access to the account will not be completed.

Edit a User

  1. From the menu, click Employees. The Employees screen displays.
  2. For the user you want to edit, click their name. The user profile displays.

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  1. Click the Edit button.

The Edit product screen displays.

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  1. Edit the user details and/or upload a profile picture.
  2. From the menu, click the Visitor Management notifications to display the notification options.

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The edits will save automatically.

Delete a User

  1. From the menu, click Employees. The Employees screen displays.
  2. For the user you want to edit, click their name. The user profile displays.
  3. Click the Delete button. The message, "Are you sure you want to delete this user?" displays.
  4. Click the Delete button.

Import Users in Bulk

  1. From the menu, click Employees. The Employees screen displays.
  2. To add multiple users, click the Bulk Upload button.
  3. Click the Download button to download the current users.
  4. Open the user_export.xls file in Microsoft Excel. The file contains instructions on how to complete the data.

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  1. When you are ready to import then click the Choose file button.
  2. Navigate to the file and select it.
  3. Click the Upload button.

If users are present within the Employees area of ProxyClick, you must download the file to make changes. If you upload a a file that does not contain the users currently in the system at the time of upload will delete all users not listed in the file. 

The Check dialog displays.

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  1. Review the number of changes that will be made. If this page does not reflect the expected changes, click the X icon to cancel the import and then correct the upload file.
  2. Click the Import button. The file is imported.

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  1. Click the Close buton to close the dialog.

User Provisioning via LDAP or OneLogin

This option is to manage users (additions, deletions, updates) automatically. Learn more in User identification and management.