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Eptura Knowledge Center

User Management

The User Management area allows Admin and other user roles to enter users to operate as hosts and receive visitor notifications.



Add users

There are multiple ways to enter user information.



Manual Entry


Click the Add user button to start the process of adding a user manually.

First, Enter the email address of the user.


The text will be in red until a valid email address is entered.

Then click Next.

The next window will come up asking for more information.


Enter the remaining information, with the First and Last names required.

In the mobile phone area, the country flag is a pull-down to assist with setting the phone dialing information.  You do not need to enter dashes when entering the phone number.

When entering a name into the Assistant field, if their name is already in the system, the name will begin the auto-fill process to help fill in the name.

Click the Save button to finish the process.


Import from Spreadsheet

This process can quickly enter in new user information, but there is a specific process to follow.


When entering information from a spreadsheet, the current user information MUST be included.

If new information from a spreadsheet is entered WITHOUT using the information that is currently present, then the current user list will be lost.

1. Click the Download button to download the current information.

2. Open the Excel file, then edit and add the other users to the file .

New user information must be entered in separate rows.  Follow the information and present information in the file as a guide to enter the new information.

3. Save the file after all information is entered.

4. Click the Upload button to locate, select, and send the file to the Proxyclick system so that the user information is entered.