How to Create a Key Holder

How to create a new key holder in portier Vision 5, save the record and make the person available for key issuance.

In the ADMINISTRATION / PERSONNEL module, click the ADD RECORD button in the toolbar.

The PERSONNEL window opens.

The PERSONNEL window opens.

Enter the future key holder's last name in the NAME - 1 field. NAME - 2 is for the first name.

Enter the future key holder's last name in the NAME - 1 field. NAME - 2 is for the first name.

We strongly recommend sticking with the field assignment you choose at the outset.

Save the record by clicking the SAVE button.

Note: you can complete the key holder's details at any time afterwards.

Note: you can complete the key holder's details at any time afterwards.

Close the PERSONNEL window with the BACK button.

The new person is now available as a key holder.

The new person is now available as a key holder.

TIP

During key issuance you have another opportunity to add a new key holder on the fly. Use the CREATE PERSON button, which opens the same PERSONNEL window described above.

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