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How do I add and manage keys in AgentOS?

Navigate to the property profile, select Key Bunches from the left-hand ladder, and use the Add button to create new bunches. From there you can check keys out to staff or other people, check them back in, or report them as missing.

Keys are managed at property level in agentOS. You can record key bunches for office and tenant sets, assign reference numbers, check keys in and out, and maintain a full movement history — all from within the property profile.

Step 1: Open the property profile

Use the quick search bar at the top of your screen to search for the property address, or navigate via Lettings > Properties.

Step 2: Navigate to Key Bunches

In the left-hand navigation ladder, click Key Bunches.

 

You will see the existing key bunches listed, typically showing an Office set and a Tenant set.

 

Step 3: Set your office reference number

Click the Actions button on the Office row and select the edit option to set your in-house office bunch number.

Repeat the same process for the Tenant set to assign your own reference number to that bunch as well.

Step 4: Add duplicate key bunches (if applicable)

If the property has duplicate key bunches — for example, multiple sets of office keys — click the Add button in the top right corner of the Key Bunches screen to create additional entries.

Checking keys out

To check a set of keys out, click the Actions button on the relevant key bunch. You will see the following options:

  • Check Out to Myself — records you (as the logged-in staff member) as holding the keys
  • Check Out to Person — assigns the keys to someone on the system, such as another staff member, contractor, tenant, or landlord
  • Manual Check Out — allows you to manually enter the details of the person taking the keys

⚠️ Once keys have been checked out, they cannot be checked out again until they have been checked back in.

Checking keys back in / reporting as missing

To check keys back in, navigate to the Key Bunches screen and click on the relevant key bunch. You will see a Key Bunch Movement option in the left-hand ladder, which shows a full history of check-ins and check-outs for that bunch.

To update the status, click the Actions button on the movement entry and select the option that applies:

 

  • Check In — records the keys as returned to the office
  • Report Key as Missing — flags the key bunch as lost or unaccounted for

If you need further assistance, contact support@agentos.com.