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Eptura Knowledge Center

Add a new location to my account

This article covers the main aspects of creating additional locations on Proxyclick:

  • Why add another location to Proxyclick?
  • How to add a new location to Proxyclick?
  • How to copy the settings from the original location to the new location?

If you are a host and need access to multiple locations, you can check your current access by going to the Dashboard and using the Location Navigator:

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If you can't find the location you are looking for, please get in touch with your company administrator. Proxyclick Support is unable to manage access to locations. 

Why add another location to Proxyclick?

Advantages of adding additional locations to Proxyclick:

  • Consistent branding. When adding new locations, you can transfer your check-in process and settings to your new accounts so that each one of your locations proudly displays your brand.
  • Universal access. If you need to, you can have an overview of all expected, checked-in, and signed-out visitors across locations.
  • Localized. Greet your guests in their own language. So far, the Proxyclick kiosk app has a large range of different languages available. Adding another one is easy; just let us know which one you want.
  • Customized usage rights. Each user can have different usage rights in different locations. Someone can be registered as an administrator in one place and have standard user rights in another.
  • Remote management. You won’t need an additional project manager for your new accounts. One person can manage all your locations remotely.
  • Reporting. Thanks to the reports feature, you can easily compare all your locations’ visit data. You can also aggregate all your data to analyze your global statistics.

How to add a new location to Proxyclick?

Creating another location can be done with a few simple steps.

From the ProxyClick web app:

1. Log in to the administrator account

2. Click on the current location at the top, middle of the page.

3. Click on Create new location on the menu.

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Click on “Start a free trial at a new location.”

You will then see two successive screens to

  • Enter the new location name and address:

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  • An option to copy the settings from the existing location to the new one:

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Then your new location is created, and you have instant access to it.

How to copy the settings from the original location to the new location

Some settings must be copied while creating the new location, while others can be copied after.

When you check the box “copy settings” upon creating your new location, you will copy some of the settings (but not all) from the originating location to the new location.

The settings that are copied during the creation of the new location include:

  • General visit settings: invitation email, SMS/text reminder, the default duration of visit, company preferences regarding check-in notification, check-out notification, check-out reminder, auto-check-out
  • Most kiosk settings: branding, custom screens, agreements / NDA, and languages. Only two kiosk settings are not copied: custom texts and the (local) printer settings.
  • Custom fields 

These settings can only be copied in bulk upon creating the account (not afterward).

The settings that can be copied after the creation of the new location are:

  • Watchlist
  • Users