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 various other settings, which can potentially save a lot of administration time.
2.0 Creating Default Settings for Block Enrolled Cards
- From Home >> Cardholders, open any existing cardholder record.
- On the General page click the edit icon from the Templates selection.
![Using_Templates_1](https://www.keri-kb.com/Content/DoorsNET/Advanced_Features/Images/Design_Mode/Using_Templates_1.png)
- Click Add Template, change the name of the new default template, then save.
![Using Templates_Image 2](https://www.keri-kb.com/Content/DoorsNET/Advanced_Features/Images/Design_Mode/Using_Templates_2.png)
- Close the cardholder templates page to return to the cardholder record.
- Select the newly created template from the Templates drop-down list.
- Close the cardholder templates page to return to the cardholder record.
- Select the newly created template from the Templates drop-down list.
- Click the Design Mode icon
(the toolbar should state Design Mode).
![Design Mode - Titlebar](https://www.keri-kb.com/Content/DoorsNET/Advanced_Features/Images/Design_Mode/Custom_Labels_3.png)
- Click on the access rights tab and select the access group/ or groups you wish to automatically assign to a block of cardholders. Then save.
![Using Templates _ Image 3](https://www.keri-kb.com/Content/DoorsNET/Advanced_Features/Images/Design_Mode/Using_Templates_3.png)
- When you save the settings you will see a message stating you are about to make changes to the selected cardholder template. Click Yes to commit the settings.
![Using Templates_ Image 4](https://www.keri-kb.com/Content/DoorsNET/Advanced_Features/Images/Design_Mode/Using_Templates_4.png)
- You can also create other default settings that will automatically be assigned to new block enrolled cards. For instance; Company Name, Company Address, Work Phone Number and various Advanced Settings.
- Click the Design Mode icon again
to return to standard editing mode.
- Click the Block Enroll icon (again, you must have Advanced View enabled) otherwise this icon will be greyed-out.
![Using Templates_ Image 5](https://www.keri-kb.com/Content/DoorsNET/Advanced_Features/Images/Design_Mode/Using_Templates_5.png)
- When you work through the Block Enrollment process ensure you select the cardholder template that you recently created and edited.
![Using_Templates_ Image 6](https://www.keri-kb.com/Content/DoorsNET/Advanced_Features/Images/Design_Mode/Using_Templates_6.png)
- When Block Enroll is complete, open any of the newly created cardholder records.
- You will notice that all the cardholder records have the same settings (such as the same access group assignment).
![Using Templates_Image 7](https://www.keri-kb.com/Content/DoorsNET/Advanced_Features/Images/Design_Mode/Using_Templates_7.png)
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