The Proxy Quick Start Guide will walk you through the steps you need to get up and running with Proxy mobile access.  In order to begin, you must have purchased and installed a Proxy mobile reader device.

 

Create a Mobile Access Manager Account

1. Go to https://manage.proxy.com/login/
2. Click on the “Don’t Have An Account Yet?” link and follow the instructions to create an account.        

 

Install the Proxy App on Your Mobile Device

1. On​ ​your​ ​mobile​ ​device,​ ​open​ ​the​ ​iTunes​ ​App​ ​Store​ ​or​ ​Google​ ​Play Store​ ​and​ ​search​ ​for​ ​“Proxy​ ID”.
2. Download​ ​and​ ​install​ ​the​ ​Proxy​ ID ​app​ ​for​ ​your​ ​phone.
3. Sign​ ​up​ ​using​ ​the​ ​same​ ​email​ ​that​ ​you​ ​plan​ ​to​ ​use​ ​for​ ​access​ ​to your​ ​office​ ​(the​ ​email​ ​used​ ​to​ ​sign​ ​up​ ​in​ ​the​ ​app​ ​MUST​ ​match​ ​the email​ ​used​ ​to​ ​sign​ ​up​ ​in​ ​the​ ​dashboard).
4. Follow​ ​the​ sign-up​ ​instructions​ ​in​ ​the​ ​app.         

 

Add Access Point(s) Via the Proxy Mobile App

In order for a mobile reader to appear in the Proxy ID app, the access point must be powered on (for a Mobile Reader Pro or Edge, the ‘P’ will be illuminated on the front of the reader) and your phone must be within Bluetooth range of the device.

1. Launch the Proxy ID app on your mobile device.
2. Tap the “New Device” card.

3. Select the device that you would like to provision.

4. Tap “Register Device”.

5. Enter the reader name and select the Organization (Reader Owner) you’d like to provision the reader to.

 

6. Tap “Register”.
7. At this point, you can confirm that the reader appears as named in the ACCESS POINTS section in the Mobile Access Manager (https://manage.proxy.com).

 

Add Users to the Mobile Access Manager

1. If you have not already, log into https://manage.proxy.com .
2. In the PEOPLE tab, click the “Invite Colleagues” button. (See Image)
3. Once a colleague is invited, they will receive an email with instructions to download and install the mobile app if that option is checked. You can always send the invite email later if option is unchecked.
4. Follow the instructions to add people by email addresses or via CSV import.

Create and Manage Groups

1. Select “GROUPS” from the left panel and then “Create New Group” (or use an existing Group if one has already been created).

2. Select the “Add Members” button.

3. Add individual members or multiple people from the list of users you just created in the PEOPLE section.        

 

Set Group Permissions

1. Select “GROUPS” from the left panel and then select one of the previously created groups, or create a new one by clicking the “Create New Group” button.
2. Select “Permissions” from the middle tabs.

 

 

3. Select the “Create Permissions” button.
4. Select the appropriate access point and your desired permissions.

5. Select a specific date range or specific days of the week for repeat occurrences.  You can also select a time range here.

 

At this point you have enabled the basic features and the door should unlock once you place your phone near the Proxy mobile reader. Please read on to learn about additional features.

         

Set Group Admins

1. Select “GROUPS” from the left panel and one of the previously created groups or create a new one by clicking the “Create New Group” button.
2. Select “Admins” from the middle tab.

 

 

3. Select the “Add Admin” button.
4. Select the appropriate person from the drop-down list to add as an admin for the group (if you don’t see the person listed, navigate back to the PEOPLE tab and add them there).        

 

Adding Admins to Your Org

1. Click on your name in the top right corner, and select “Settings”. 

2. Click on the Organization you want to add the new admin to.

3. Click the “Add Admin” button and select the appropriate user who was previously added (if the user does not exist, go back to the PEOPLE tab and add the user).
4. Hover over your name in the top right corner and select “Mobile Access Manager,” or click on the P logo in the top left corner to return to the Mobile Access Manager.

 

Adding Admins to a Device

1. In the left bar, click Access Points.

2. Click on your access point.

3. On the top bar, click Admins.

4. Click on the grey Admins button, and add the user's email address to give them admin permissions on the device. 

 

View Tracking Information

Once you are up and running with Proxy, you can view logging information by Access Point.

1. Select “Access Points” from the left menu.
2. Hover over the access point and select the graph icon from the right side.

3. Select the type of event you would like to see from the Event Type at the top (“Door Unlocked” is the default).
4. Hover over the event to see the detailed date and time information.

 

Edit Your Account Name

1. Log in to the Mobile Access Manager.
2. Click on your name in the top right corner and select “Settings”.

3. Select “Edit Account” on the left menu.
4. Edit the name to your profile and click “Save”.

 

Changing Your Account Photo

1. Log in to the Mobile Access Manager.
2. Click on your name in the top right corner and select “Settings”.
3. Select “Change Picture” on the left menu.
4. Select “Upload from your library”.
5. Navigate to your picture location and click “Open”.

 

Removing a User from the Org

1. Log in to the Mobile Access Manager.
2. Select “People” from the left menu.
3. Hover over the user and select the gear icon from the right side.
4. Select “Remove from Org” from the pop-up.

 

Send an Invitation to a User

1. Log in to the Mobile Access Manager.
2. Select “People” from the left menu.
3. Click “Invite Colleagues”.
4. Add the user email on the pop-up.
5. Select “Add”.

 

How to Resend an Invitation

1. Log in to the Mobile Access Manager.
2. Select “People” from the left menu.
3. Hover over the user name and select “Re(Send) Invitation” under the Invitation column.
4. When prompted with “Are you sure? This user will receive an email invitation,” select “Yes”.

 

Edit an Access Point Settings

1. Log in to the Mobile Access Manager.
2. Select “Access Points” from the left menu.
3. Hover over the access point and select the gear icon on the right side.
4. From the “Edit Access Point” menu, click on the settings you want to edit.

• Door Name
• Time Zone
• Auto-unlock
• Auto-unlock range
• Change Picture - This changes the Proxy Access Card image.

  Note: Do not edit the Device ID unless you need to        

 

Creating a New Org

1. Log in to the Mobile Access Manager.
2. Click on your name in the top right corner and select “Settings”.
3. Select “Organizations” on the left menu.
4. Click “Create New Org”.
5. Enter the organization name and accept the Proxy Terms and Conditions.
6. Select “Save”.