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Global Admin Dashboard

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About the Global Admin Dashboard

Coming soon!

Some functionality discussed on this page is pending release. The following updates to the Global Admin Dashboard are expected to be generally available in June 2026

  • Audit log enhancements - Shows when and where multi-site settings were applied and who performed the change. 
  • Location grouping - Group locations into categories. Settings can be applied to all locations in a group, making it easier to manage settings across multiple locations. 
  • Duplicate templates - Duplicate an existing check-in or remote registration template, then edit and save it, and assign the new template to selected locations.
  • Allow local overrides - When settings are copied to multiple locations, by default, they are locked at the local level. We've added an option to unlock the settings so they can be locally configured if required.

The Global Admin Dashboard provides Global administrators a centralized interface to manage settings across multiple locations, with granular control over different regions or territories. 

This dashboard offers the following benefits:

  • Centralized management: Global administrators can manage settings from a single, unified dashboard, providing detailed control over various regions.
  • Efficiency: Settings can be able to be applied to all locations, simultaneously, streamlining the update process and saving time.
  • Customization: Supports the configuration of settings specific to different regions.
  • Security: Settings are locked at the local level when applied via the Global Admin Dashboard to ensure global settings remain consistent and secure.
  • Custom domain for visitor notifications: Administrators can define the domain from which visitor email notifications are sent, ensuring visitors receive emails from a recognizable and trusted domain.
  • Audit log: The Audit Log shows when and where multi-site settings were applied using the Global Admin Dashboard, and who performed the change. 

The Global Admin Dashboard is available for certain Eptura Visitor plans. Contact Eptura to find out more.

Prerequisites

Organization view - The Global Admin Dashboard requires Eptura Visitor locations and buildings to be managed under an Organization view. Existing customers can contact Eptura to configure the Organization view. From June 2025 release, an Organization view is configured by default for new Eptura Visitor  customers.

When the view is configured, an 'ORGANIZATIONS' section is displayed at the top of the Locations list.

Launching the Global Admin Dashboard

The Global Admin Dashboard is launched from the location drop-down at the top of Eptura Visitor on the web. Click the location drop-down and select your Organization from the top of the list to open the Global Admin Dashboard.

gad 01.png

When the Global Admin Dashboard is launched, the All locations view opens, displaying your managed locations in a list. Each location includes a link on the right that opens the local dashboard in a new browser tab, showing the location's Visitor logbook.

From All locations, you can group locations to make it easier to manage and apply settings across multiple locations.

gad group 03.png

No Organization displayed? Contact Eptura to check you are on the right plan and configure an Organization for your Eptura Visitor implementation. 

Grouping locations

Coming soon!

Grouping locations is expected in June 2026 

When you have multiple locations, it can be useful to group them into categories - geographically, for example. Settings can be applied to all locations in a group, making it easier to manage settings across multiple locations. 

Locations are grouped via All locations on the Global Admin Dashboard.

  1. Select your Organization from the top of the location drop-down list to launch the Global Admin Dashboard and the All locations view, displaying your managed locations.
  2. Select the locations to group and click the Group locations button.
    gad group 01.png
  3. Enter a name for the group and click Save.
    gad group 02.png
  4. Selected locations are now listed in the group. Groups can be expanded and collapsed by clicking the up/down arrow next to the group name.
    gad group 03.png
Editing groups

The locations can be easily moved from one group to another, or removed from a group. Groups can be deleted without affecting the grouped locations - when a group is deleted or a location removed from a group, they are displayed in the Others category. Groups can also be renamed.

Click to expand the sections and see how to perform the actions:

Move a location to a different group
Move a location to a different group
  1. Select the location(s) to move, then click Group locations.
  2. Select an existing group to move the location to, or enter a name to create a new group. 
    gad group 04.png
  3. Click Save to move the location.
Remove a location from a group
Remove a location from a group
  1. Select the location(s) to remove from a group. A message confirms the location that will be removed, and the locations that will remain in the group.
    gad group 05.png
  2. Click Remove from group.
Rename a group
Rename a group
  1. Click Edit to the right of the group to rename. 
    gad group 07.png
  2. Enter a new name and click Save.
Delete a group
Delete a group
  1. Select any of the locations in the group to delete, or select the group.
  2. Click Delete group then select the group to delete from the pop up message.
    gad group 06.png
  3. Click Delete to delete the group and return the grouped locations to the Others category.

Multi-site settings

About multi-site settings

Certain settings can be applied across multiple locations or groups simultaneously from the Global Admin Dashboard. Any setting that includes the ‘Copy to all locations’ option in a location’s Settings module can be selected in bulk from the Global Admin Dashboard and applied to the specific locations you choose.

These settings include:

  • Kiosk layout ℹ️
    • Kiosk customization
    • Other screens
  • Logbook settings ℹ️
    • Visit creation settings
    • Automatic check-out
    • On-site status
  • Customize badges ℹ️
    • Badge design
  • Deliveries ℹ️
    • Deliveries on the iPad app
    • Deliveries on the Dashboard
  • Privacy ℹ️
    • Visit retention period / Visitor profiles retention period
    • Mask contact information
    • Display globally recognized avatars

Settings not displayed on the Global Admin Dashboard? Settings only appear in the Global Admin Dashboard settings, after a 'Copy to all locations' action has been performed for the setting from at least one location. 

Allow or lock settings locally

Coming soon!

The 'Allow local overrides' setting is expected in June 2026 

When settings are copied to multiple locations, they are locked by default at the local level, preventing local administrators from modifying them for individual locations. However, from the Global Admin Dashboard, you can unlock the settings and allow them to be locally configured if required. The Allow local overrides option is displayed when you confirm the locations to copy the settings to from the Global Admin Dashboard.

gad lock 01.png

When settings are locked locally, they appear grayed out for location, and the message 'Please contact a Global Admin to alter this setting' is displayed.

gad module 01.png

How to apply multi-site settings

To apply settings to multiple locations from the Global Admin Dashboard, first, select the locations or (groups of locations) that you want to receive the settings, then edit the settings as required and save them - this saves all the listed settings (not just the settings that you edited) to the selected locations.

When settings are applied to selected locations via the Global Admin Dashboard, all the listed settings are applied - not just the settings that were changed.

  1. Select your Organization from the top of the location drop-down list to launch the Global Admin Dashboard and the All locations view, displaying your managed locations.
  2. From the All locations view, select the locations or groups that you want to apply the settings to. You can click the check box at the top of the list or the group to select multiple locations at once, or select individual locations.
    gad settings 03.png
  3. When you have selected the locations to apply the settings to, select Settings from the menu on the left of the Global Admin Dashboard to show the settings that can be applied to multiple locations. Note - only the settings that have previously had the 'Copy to all locations' action performed from a local location are shown.
    gad settings 02.png
  4. Edit the settings appropriately for the selected locations and click the Save changes button at the top when done.
  5. A confirmation message is displayed listing the locations the settings will be applied to. Check the locations, and if you want to allow the settings to be edited locally, select Allow local overrides. Click Save to confirm the changes.
    gad lock 02.png
  6. A message confirming the changes have been successfully applied is displayed at the top right of the screen.
    gad settings 05.png

Templates and Custom fields

Check-in and Remote registration journeys and custom fields can be centrally managed from the Global Admin Dashboard. Create templates for the journeys and save them to your selected locations. 

When the check-in and/or remote registration templates are saved to a location from the Global Admin Dashboard, those journeys are locked at the local level, preventing local administrators from modifying them for individual locations. However, from the Global Admin Dashboard, you can unlock the templates so they can be configured locally if required. The Allow local overrides option is displayed when you confirm the locations to copy the templates to from the Global Admin Dashboard.

gad lock 03.png

The check-in and remote registration templates use custom fields created directly from the Global Admin Dashboard. These custom fields are viewable from your locations but cannot be edited locally.

Create custom fields

By default, each location can have up to 10 custom fields. While the Global Admin Dashboard allows an unlimited number of custom fields, only 10 can be applied to a location. If more than 10 custom fields are included in check-in or remote registration journeys, they cannot be saved to locations that have this limit.

To request additional custom fields for your location(s), Contact Support.

Create the custom fields to use for your centrally managed check-in and remote registration templates.

Custom fields created in the Global Admin Dashboard and added to a template, can be viewed in the location(s) the template is assigned to, but cannot be edited locally.

  1. Select your Organization from the top of the location drop-down to open the Global Admin Dashboard.
  2. Select Custom fields from the menu.
  3. Click the New custom field button on the right.
    gad custom fields 01.png
  4. Now create the custom fields to use in your centrally managed check-in and remote registration templates. These custom fields are created in the same way as location-specific custom fields. Learn more: Create Custom Fields, Custom Screens and Smart Rules
Create templates and apply them to selected locations

Create the centrally managed templates for your check-in and remote registration journeys.

When the check-in and remote registration templates are saved to your locations from the Global Admin Dashboard, those journeys cannot be edited locally.

  1. Select your Organization from the top of the location drop-down list to launch the Global Admin Dashboard and the All locations view, displaying your managed locations.
  2. From the All locations view, select the locations that you want to apply the template(s) to. You can click the check box at the top of the list or the group to select multiple locations at once, or select individual locations.
  3. Select Templates from the menu and choose the type of template to create settings for; either for the Check-in or Remote registration journey.
    gad templates 03.png
  4. Configure the settings for the template type:

Check-in settings

  1. Enter a name for the check-in template.
    gad template check-in 01.png

  2. Configure the settings to be applied to the location(s) using this template. 
    Learn more:
    💡Configure the kiosk
    💡Host identification
    💡Custom screens
    💡Visitor picture
    💡Summary screen

  3. Click Save changes to return to the Templates list.

Remote registration settings

  1. Enter a name for the remote registration template.
    gad template remote 01.png

  2. Configure the settings to be applied to the location(s) using this template. 
    Learn more: 
    💡Remote registration

  3. Click Save changes to return to the Templates list.
  1. Select the templates to save to the locations selected earlier; you can only select one template of each type (1 check-in and 1 remote registration template), and click Save changes.
  2. A confirmation message is displayed listing the locations the templates will be applied to. Check the locations and if you want to allow the templates to be edited locally, select Allow local overrides. Click Save to confirm the changes.
    gad lock 02.png

Duplicating templates

Coming soon!

Duplicating templates is expected in June 2026 

When you want to create a new check-in or remote registration template, you have the option to duplicate one that already exists from the Global Admin Dashboard. The duplicated template can be edited accordingly and saved with a new name. The new template can  then be saved to the selected locations.

  1. Select your Organization from the top of the location drop-down list to launch the Global Admin Dashboard and select Templates.
  2. Click the More actions icon (three-dots) to the right of the template and click Duplicate.
    gad templates 04.png
  3. The duplicated template shows up on the list with 'CLONE' appended to the end of the template name.
  4. Click the template to edit. From here, you can rename it by editing the name at the top.
    gad templates 05.png

Duplicated templates are not connected to any location.

Audit Log

Coming soon!

The enhanced audit log is expected in June 2026 

The Audit Log shows when and where multi-site settings were applied using the Global Admin Dashboard, and who performed the change.

To view the Audit Log, select your Organization from the top of the location drop-down list to open the Global Admin Dashboard.

No Organization displayed? Contact Eptura to configure an Organization for your Eptura Visitor implementation.

  1. Select Audit log from the menu to view the log.
  2. Search - Enter a date, time, or administrator name to find a specific activity log.
  3. Click View More to open the activity log and view details of the changes.
    gad audit 03.png

The activity log lists the settings that were changed and their new values. Where relevant, the location(s) that the settings were copied to is shown under Locations at the bottom. Locations are not listed when a setting affects all locations - such as editing a custom field or updating the custom domain, etc.

Company Reference

This Company Reference value is for your own purposes and can be useful for reporting or integrations with third-party applications. It is not visible to users. Learn more: Company settings

You can quickly view or edit Company Reference values for each of your locations from the Global Admin Dashboard.

To view the Company Reference values, select your Organization from the top of the location drop-down list to open the Global Admin Dashboard.

No Organization displayed? Contact Eptura to configure an Organization for your Eptura Visitor implementation.

  1. Select Company Reference from the menu to view and edit the values.
    gad comp ref 01.png
  2. Edit the values as required and click Save to apply the Company Reference to the location.

Custom domain for visitor notifications

Administrators can define the domain from which visitor email notifications are sent, ensuring visitors receive emails from a recognizable and trusted domain. The domain can be set by entering either your SendGrid account credentials or SMTP details.

To set the sending domain, select your Organization from the top of the location drop-down list to open the Global Admin Dashboard.

No Organization displayed? Contact Eptura to configure an Organization for your Eptura Visitor implementation.

  1. Select Custom Domain from the menu on the left and enter your SendGrid or SMTP details where indicated.
    1. SendGrid: Enter your SendGrid email address and API key, and click Save. This is the email address that notifications will be sent from. Learn more: SendGrid domain authentication
      gad domain 01.png
    2. SMTP: Enter your SMTP details, and click Save. See also: SMTP configuration notes
      gad domain 02.png

If nothing is entered for SendGrid or SMTP, or the connection fails, emails are sent from '@proxyclick.com'.

SendGrid domain authentication

The following steps presume an understanding of SendGrid and DNS, and might differ depending on your environment.

  1. Sign in to your SendGrid account.
  2. From the left menu, navigate to Settings > Sender Authentication.
  3. Under 'Domain Authentication', click Get Started.
  4. Enter your custom sub-domain (e.g. mail.example.com) and choose your DNS host.
  5. Enable Automated Security to generate DKIM and SPF records.
  6. Click Next to view the CNAME records and the SPF TXT entry.
  7. Copy each record exactly as shown in SendGrid.
  8. Sign in to your DNS provider and create the CNAME and TXT records.
  9. Wait 5–30 minutes for DNS changes to propagate.
  10. Return to SendGrid and click Verify. Status will change to Verified.
SMTP configuration notes
  • No additional setup is required for DomainKeys Identified Mail (DKIM) when using your SMTP server.
  • Ensure your SMTP server is configured to sign outgoing emails as needed.
  • Verify that your SMTP host IP addresses are authorized in your Sender Policy Framework (SPF) policy.