Cardholder Editing

Cardholder Editing

1.0 Introduction

The Cardholder Edit Form allows you to perform cardholder enrollment and information management. This is a multi-step process:
  • Create the Cardholder Record
  • Enroll Credentials to the Cardholder
  • Enter Activation Dates (if applicable)
  • Assign Access Rights
  • Enter Advanced Options (if applicable)
  • Activate / Deactivate Cardholders
  • Download to Controllers
 
You also have the option of entering Extended Cardholder Information (if desired) such as contact information and company contact information adding a cardholder photo and assigning custom field values.

 

2.0 Activate and Deactivate Cardholders

Activating a cardholder enables that cardholder/credential in the access control system. Deactivating disables the cardholder/credential without removing the cardholder from the database.


2.1 Activate Cardholders

  1. Select a cardholder from the list.

  1. Click the  icon.
  2. You will be asked to confirm activation for all credentials. Click the Yes Button.
  3. You will be asked to confirm if this is a replacement credential. Click the Yes/No Button accordingly.
  4. You will be asked to confirm credential activation. Click the Yes Button.
  5. The credential is now active and will operate per Access Group rules.

 

2.2 Deactivate Cardholders

  1. Select a cardholder from the list.

  1. Click the  icon.
  2. You will be asked to confirm deactivation for all credentials. Click the Yes Button.
  3. You will be asked to confirm credential deactivation. Click the Yes Button.
  4. The credential is now inactive.

 

 3.0 Remove Cardholders

Remove Cardholder removes that cardholder from the database. No new events can occur with that cardholder. All existing events remain in the event database.

  1. For each credential in the list, left-click and remove all credentials assigned to the cardholder.

  1. A confirmation window appears for each removal. Click the Yes Button.
  2. Once all credentials are removed, click the  icon.
  3. A confirmation window appears. Click the Yes Button.