A whole team needs the same spaces, the maintenance team at Werk Nord for example. A Credential Manager, Access Manager or Organisation Admin puts the team into a people group and gives the group access once. An Organisation Admin creates a space group where one helps. It starts under People on the Groups tab.
Each step names who acts.
The groups come first, then the one assignment.
A Credential Manager, Access Manager or Organisation Admin creates the people group under People on the Groups tab and adds the team, one by one or by filtering on company or person type (Organise people into groups).
If several spaces always go together, an Organisation Admin creates a space group under Spaces on the Groups tab (Group spaces into space groups).
The assignment goes to the group, not to each person.
A Credential Manager, Access Manager or Organisation Admin chooses Assign access on the people group's page, then the spaces or the space group and the key (Give a people group access).
On the review page, they decide which member gets which copy (Give a people group access).
If the key needs approval, one request goes out for the whole group, and nothing is handed over before the yes (When access needs approval).
After confirming, Assignment result shows which cards portierX updated on its own and which keys wait at the key desk (Give a people group access).
The key desk serves the members one at a time.
A Credential Manager, Access Manager or Organisation Admin hands each member their reserved copy under People on the Handovers tab, and the member confirms receipt (Hand over a key or card and confirm receipt).
If copies are missing, they order them from the group's Handovers tab and, once the copies arrive, add them with Apply under Order requests (Work through key order requests).
Changes to the team go through the people group.
When someone joins the team, a Credential Manager, Access Manager or Organisation Admin adds them to the people group. They are entitled at once and stay on the group's Handovers tab until they have their key (Give a people group access).
When someone leaves the team, a Credential Manager, Access Manager or Organisation Admin takes them out of the group. portierX puts the keys they held only through the group on Returns and takes the group's doors off their cards (Organise people into groups).
A Credential Manager, Access Manager or Organisation Admin takes those keys back from the Returns tab (Work through hand-overs and returns).
The people group's People tab lists every member of the team.
The Organisation Admin sees the assignment and its spaces on the group's Access tab.
The group's Handovers tab lists nobody.
Every member holds their copy, and the receipt is confirmed.
Under Access Credentials, the Order requests tab has no open request for this team.
Nobody who left the team is listed under Returns.
