Adding New People & Companies
Add a New Person
- Click People in the top right corner
- Click the Add New Person button
- Enter the person’s name and contact details - you can choose to select or add their company if desired (see below)
- Click Create
Note for administrators
You will also get the option to assign an ID card (untick the box if not applicable) and to create a user account (tick Allowed to login if you’d like to do so). This allows you to set user roles/permissions. For detailed instructions please refer to this page .
Add a New Person during the sign-out process
Sometimes you may wish to sign-out a key to a new person. Rather than adding the person/company into Keyzapp before starting to sign-out the key:
- Begin to sign-out the key (usually by scanning the fob)
- In the Person box, click Add New Person
- For a new person, fill in their details and click Save
- If you would like to link the person to a company that is not already saved in Keyzapp, you can add a new company (see below) and they will automatically be linked to this
Assign ID fobs / cards to existing people
- Search for the contact via the People page or the Search bar on the Home page
- Once you have selected the person’s name, their Contact Details page will load
- Click the Assign ID Card button in the ID Card box
- The Assign ID Card process will load – tap or scan the unassigned ID fob / card that you wish to assign to the user and click Submit
Add a New Company
Listing a company in Keyzapp allows you to link people to that company. Each company has its own page summarising the information available, and you can quickly view all the keys which the employees of the company have out, for example.
To add a new company in Keyzapp:
- Click the People tab in the top right corner of the screen
- Click Add New Company
- Complete information about the company and click Save
Link people to companies
Linking people to companies means you can then easily view all of the employees linked to a company and which keys they have signed-out to them. This is particularly useful when you are regularly issuing keys to external companies (e.g. for maintenance).
You can associate contacts with companies when you first enter them into Keyzapp, or you can do so retrospectively in two ways:
1. Via a person's People Details page
- Search for the contact via the People page or the Search bar on the Home page
- Once you have selected the person’s name, their Contact Details page will load
- Click the Edit button in the Contact Details box
- The Edit Contact Details box will load – add the company's information and click Save
You can remove the link between the company and person in the same Edit Contact Details box.
2. Via a company's Company Details page
- Search for the company via the People page or the Search bar on the Home page
- Once you have selected the company's name, its Company Details page will load
- Click the Add Link to Person button in the People box
- The Add Link to Person box will load – search for the person by name and click Save
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