Step-by-step
1) Plan your structure (concepts)
Design a simple, scalable org tree so access inheritance matches real responsibilities.
2) Create units & set initial defaults (how-to)
Add organization units and configure language, timezone, contract defaults, notifications, and security.
3) Invite your team
Give users access at the right level so they see what they need—nothing more.
4) Add buildings (and sections)
Model the places you manage so keys and Key Automats can be attached correctly.
5) Recommended: Enable Key return reminders
Automate follow-ups for timely returns.
6) Optional: Install your Key Automat
Create a device entry and complete the installation/connection steps.
7) Optional: Enforce Contract signature & agreements
Require acceptance of terms before handover.