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

 

Then you have the option of entering Extended Cardholder Information (if desired).

 

2.0 Activate / 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 Cardholder

  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 Cardholder

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.

    • Related Articles

    • Design Mode - Cardholder Templates

      1.0 Introduction You can use Cardholder Templates and Design Mode to automatically assign the same access group/groups to all block enrolled cards, to assign them with the save company contact information, set certain Advanced cardholders settings or ...

    • Cardholder Custom Data Fields

      The Custom fields allow you to enter information you specifically wish to track for each cardholder. In this example three fields track the type of vehicle driven by the cardholder: make/model, color, license plate number. System Administrators or ...

    • Cardholder Templates

      1.0 Introduction The Doors.NET system uses the concept of of templates to facilitate repetitive data entry when creating a new cardholder record. These templates can be changed to suit your preferences. For example, a template can be assigned a ...

    • Setup Cardholder Usage Counts

      1.0 Introduction When using NXT-MSC or SCP controllers you can configure the system so that cards can only be used a certain number of times. Each cardholder can be configured with its own 'Usage Count' ranging from 1 - 256. Once this count has been ...

    • Cardholder Access Rights

      The Access Rights page displays a list of all the access groups that have been defined on the system. Access Groups consist of the readers on the system, along with the associated time schedules. Once access groups have been added to the system they ...