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Cardholder Configuration

Cardholder Configuration. An in-depth guide. Overview. Main module for cardholder database Personal Info Cards Access Levels Print Cards Reads & Writes from the database ‘Signals’ Alarm Mode when changes made Dynamic Reporting Can only be run by many PCs

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Cardholder Configuration

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  1. Cardholder Configuration An in-depth guide

  2. Overview • Main module for cardholder database • Personal Info • Cards • Access Levels • Print Cards • Reads & Writes from the database • ‘Signals’ Alarm Mode when changes made • Dynamic Reporting • Can only be run by many PCs • Records only edited one at a time

  3. Main Screen • Lists for different objects • Cardholders, Card Issues, Cards, Visitors • Lists can be filtered, modified, sorted, exported, printed

  4. Cardholder Record • Personal data • Photo • Signature • Biometric • Group

  5. Cardholder Record- Biometric • Biometric Template • Enroll • Select Mode

  6. Cardholder - Advanced • Custom user-defined fields • Required, Identity • Image, list, reason types

  7. Cardholder - Card • Issued cards • PIN, Exp. Date, APB, Long Access • Access levels • Precision Access • Exclusion • Precision Escort • Badge design, Mag format

  8. Precision Access • Reader + Time Zone • ‘Unlimited’ Access Level • Advantages/Disadvantages

  9. Exclusion • Denies use of reader • Overrules any other method of granting access

  10. Precision Escort • Force visitor status to cardholder • Grant escort privileges • Reader by reader instead of Global

  11. Card Issue • Associates Card with Cardholder • Displays card number • Range add

  12. Advanced Fields - Configuration • User-defined fields • Visibility Option • Required, Image, List

  13. View, Filter, Sort • Tools to specify search, reduce results • Produce reports of certain criteria

  14. Selecting Records • CTRL- Click for individual records • SHIFT – Click for range

  15. Cardholder Templates • Applying template will insert all information in the record

  16. Card Mgmt. Tools • Card Management tools provide easy method to enforce rules for cardholders

  17. Badging • Applying template will insert all information in the record

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