Proximity, Navisite’s new client portal, is designed to boost transparency and make key information and functionality readily accessible. As your primary client interface, Proximity will be the best place from which to monitor and manage your Navisite relationship. While Proximity offers some of the most requested features of our existing portals—with a simplified interface and enhanced functionality—NaviView will also remain available near-term.

Learn more about Proximity in UserVoice

Designed & Built With You in Mind

Navisite collected feedback and recommendations from interviews with a representative sampling of clients spanning a cross-section of industries and roles. The result is a portal designed to quickly highlight relevant service information that will be actionable for everyone from IT professionals and operations experts to finance executives. Our goal with Proximity is to provide you with real-time, easy to find information available at your fingertips.

Top Benefits of Using Proximity

• A unified, modern interface that brings together NaviCloud Director and Navisite’s managed services
• Personalized experience that can be tailored to specific roles across a client’s user base
• API access for seamless integration into client’s existing, core IT systems
• Timeline views of assets, showing important events and their resolutions
• Troubled asset views that allow clients to work proactively to prevent future incidents

How to Access Proximity

Existing NaviView and NCD users should have received a Proximity Activation email that includes your new Proximity user name and walks them through the simple process of creating a Proximity password to activate your account. If you are a new client or you have not received an Activation email, please contact your Navisite Account Team for more information.  

Proximity Design Overview

Proximity combines the best features of legacy client portals with a fresh design, simplified user interface and enhanced functionality. Navigating Proximity is easy via a streamlined (1) Main Menu, persistent 
(2) Navigation Header and focused (3) Dashboard. Expand the Main Menu by clicking the “menu” icon (4).

Common Tasks 

While users can monitor and manage many aspects of their Navisite client relationship via Proximity, below is a summary of how to access some of the most commonly used functions.  

• Open and View Change Request – In the Main Menu, under Support, click Change Requests.
• Open and View Status of Incidents – In the Main Menu, under Support, click Incidents.
• Add and Edit Account Contacts – In the Main Menu, under Admin, click Contacts.
• View and Download Invoices – In the Main Menu, under Admin, click Billing.

Dashboard 

Proximity’s Dashboard is designed to bring the most relevant account information to the forefront. Some of the key areas highlighted on the dashboard include the following.

• Recent Tickets – Change requests and incidents, since your last login, a week ago or a month ago.
• Troubled Assets – Assets with the highest priority Incidents over the last week, month or quarter.
• New Features – Key, new features recently added to the Proximity portal.
• Links – Both links to other Navisite services and general Navisite and information.

Persistent Navigation Header 

Proximity includes a persistently displayed Navigation Header, which enables users to access frequent destinations more easily. Below is a diagram that identifies each icon in the Navigation Header, followed by brief explanations and links to UserVoice for detailed information.

• Quick launch – Open Incidents and Change Requests, and create vApps.
• Search – Search the system. 
• Help / Contact – Access help documentation, contact Navisite support and provide feedback.
• Recent Tasks – View a list of recent tasks performed in the system.
• Recent Events – View a list of recent events recorded in the system.
• User Profile / Logout – Access your user profile, view your points balance and projection, and logout.

More Information 

Access help topics and detailed documentation related to the new Proximity portal. Learn more about Proximity in UserVoice