When adding a Global Keyholder be sure you have all the information required to successfully create the record. Items to collect are:
- Name
- Contact numbers
- Password
Adding a Global Keyholder
- Click the Hamburger Icon (≡), then File, New, Global Keyholder.
- Enter the Global Keyholder ID - This ID is how you reference that keyholder within other records. This field has a maximum of 32 characters in length. Check your organization's requirements for your standards. Examples of Keyholder IDs are GK0001, CMPNYKH0001, JOEKH, and the like.
- Select the person type, if other than Keyholder.
- Verify the Country, Language, and Time Zone.
- When all required information is correctly entered, click Done.
This commits the Global Keyholder to the database and loads the Keyholder record to the screen.
