Quick start

New to the portal? These five tasks cover most of the day-to-day.

1. Find your way around the menu

The menu has three areas:

• Overview — Dashboard and reports.
• Access management — Employees, Groups, Locks, Phones, and Tags.
• Operations — Activity log, troubleshooting, and the assistant.

2. Create a new employee

Go to Employees and select New User. Enter name and email, then save. See Create a new employee for details.

3. Grant access to locks

Access is managed through groups: you add the employee to a group, and the group determines which locks they can open. See Grant an employee access.

4. Check a lock

Go to Locks for a full overview with battery level, address, and which groups have access. Click a lock for details, changelog, and map.

5. Pull a report

Under Reports you’ll find ready-made reports on access and usage. Most tables in the portal can also be exported directly to Excel or CSV.

Note

Not seeing all the menu items? What you see in the portal depends on your role. Contact your organization’s main administrator if you’re missing access to something you need.