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This guide walks you from creating your facility to operating it: create the facility, configure access, add security staff and residents, set up emergency handling, and start running. You need the estate manager role to complete every step.
1

Create your facility

Your facility is created during account onboarding, before you open the admin dashboard.
  1. Complete the three onboarding steps at /onboard: Your account, then Your facility, then Review and start.
  2. Enter your facility’s details: community or facility name, country, city, street address, facility type, and your role.
  3. Confirm your email and open the dashboard.
Account creation, the free trial, and your first visitor invite are covered in Getting started with Rekkeh.
2

Set your facility's organization and modules

Before adding people and gates, set how your facility is described and which features are available.
  1. Open Settings and choose General & terminology to set your organization type and segment. The segment sets the vocabulary your facility uses (for example, residents and units in a residential facility) and resets feature modules to that segment’s defaults.
  2. Choose Feature modules to enable the modules you need, such as Vehicles (registered vehicles, gate plate lookup, and scan-plate in Gate Ops) or Safety. Only enabled modules appear in the rest of the admin portal.
3

Add your gates and access points

Gates are the access points where visitors and members enter. Create them before you set up kiosk devices.
  1. Open Gates and click Add Gate.
  2. Enter a Name and choose a Type: Standard, Service, or Pedestrian.
  3. Save the gate. It appears in the gates table with its online status and kiosk state.
  4. Set a gate online or offline with its row actions, and open Kiosk to enable kiosk mode and pair a device.
Pairing a kiosk tablet, generating a pairing code, and the 15-minute code expiry are covered in Set up a gate kiosk.
4

Onboard security staff

Security personnel sign in to the Gate Ops mobile app. Onboard them from the Operators page.
  1. Open Operators and click Onboard Guard.
  2. Enter the guard’s Full Name, Email, and Phone.
  3. Choose a Role: Guard or Security Officer.
  4. Set a custom password, or use the default temporary password that is shown after onboarding. With the default, the guard signs in on Gate Ops directly. No invitation link is required.
After onboarding you can activate, suspend, edit contact details, or view the invite from the operator’s row actions.
5

Add residents and units

Add the spaces in your facility, then add the people who live or work in them.
  1. Open Units and click Add Unit. Set the Label, Type (Residential unit, Commercial tenant, or Common area), and Status.
  2. Open Residents and click Invite Member or Import CSV to add people, or share a join code so members onboard themselves.
Creating join codes, reviewing onboarding requests, and approving members are covered in Onboard a member with a join code. Commercial tenants and contractor access are configured under Safety & emergency settings.
6

Configure access and safety policies

Set the rules that control who can enter and how access is enforced, all in one place.
  1. Open Settings and choose Safety & emergency.
  2. Set your security and escalation policy, visitor rules, notifications and compliance, commercial access, and contractor access authorization.
These sections are documented in full in Safety & emergency settings.
7

Configure emergency contacts

Emergency contacts receive alerts and appear to residents during an incident. Configure them in the same safety page.
  1. In Safety & emergency, open the Emergency Contacts section.
  2. Click Add emergency contact and enter the Name and Phone (in E.164 format).
  3. Set the Display order, choose the Alert types the contact receives (Security, Fire, Medical, Police, Management), and keep the contact Active so it is visible to residents and used for alert routing.
8

Set up administrators and roles

Control who can manage the facility and what each administrator can do.
  1. Open Administrators and invite the people who manage the facility.
  2. Open the Roles tab to create or edit roles and set module permissions across View, Create, Edit, Delete, Export, and Manage Settings.
  3. Give each role at least one module with View access. Administrators need it before they can use the admin portal. Edit requires View, and the other actions follow the same pattern.
Only the estate manager and super admin roles can manage administrators and roles.
9

Start operating

Once everything is configured, monitor activity and verify the setup is working.
  1. Open the Access Log to review facility access events, filtering by grant type, action, result, person, host, or operator.
  2. Open the Audit Log to see administrative changes, such as incidents, invites, access events, users, and watchlist updates.
  3. Use the dashboard for live access, occupancy, security signals, and a needs-attention panel.
See Understand your Rekkeh admin dashboard for what the dashboard shows, and What is Rekkeh? for how the access lifecycle fits together.