1) Plan your structure
Design a clean, scalable organisational hierarchy so that access permissions flow naturally and users only see relevant key automat groups.
Organization Structure: Why it matters & how inheritance works (concepts)
2) Create units & set initial defaults
Set up organisation units and configure core defaults:
Read more: Creating units and editing defaults →
3) Invite your team
Add users and assign roles appropriate to their responsibilities — ensuring operators only access relevant automats and features.
Read more: Adding new users →
4) Add your automat(s)
Integrate your physical devices into the system:
Read more: Adding a new key cabinet →
5) Recommended: Enable key-not-returned reminders
Activate automated notifications to alert users if keys are not returned on time.
Read more: Key not returned reminders →