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Eptura Knowledge Center

Make sure your Assistant receives Notifications

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A personal assistant is a user who will receive the check-in/check-out notifications simultaneously to you. You can either:

  •  assign your assistant
  • OR you can become an assistant to someone else in your company. 

Step 1 - Assign the user you will be linked to

  1. In the top right corner, click your Profile and then click Manage Profile.

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The Edit Profile screen displays.

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  1. You can either:
    • If you have a personal assistant, then from My Personal Assistant field, enter the person's name.
    • If you are a personal assistant, then from Personal Assistant to field, enter the person's name.
  2. Click the Save changes button.

The person you are linking yourself to needs to be a user. If their name does not appear when you start typing, contact an Administrator to request that they be added

Step 2 - Coordinate individual user notifications

Check both profiles to determine the setup that suits you best:

  • Option 1: Both the personal assistant and manager will receive notifications.

In that case, the manager needs to activate the options for "I am the host."

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  • Option 2: Only the personal assistant will receive the notifications.

In this scenario, we recommend the manager deactivate the "I am the host" option so only the personal assistant, added to the recipients by default, will receive the notifications.

For example,  Lindsay is the host but has deactivated all notifications. When creating a visit for their manager, Edward can send a copy of the meeting request by ticking the box on the right-hand side of the Host field.

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They are added as a recipient for check-in and check-out notifications, and Lindsay has de-activated them in their profile:

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For instance, Edward can manually add their manager to the notifications recipient field if the meeting is outside their working hours.

When assigned the other users will be able to see you listed as their assistant.