Cardholder Configuration

Cardholder Configuration

An in-depthguide

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

Main Screen

• Lists for different objects– Cardholders, Card Issues, Cards, Visitors

• Lists can be filtered, modified, sorted, exported, printed

Cardholder Record• Personal data• Photo• Signature• Biometric

• Group

Cardholder Record- Biometric

• Biometric Template

• Enroll• Select Mode

Cardholder - Advanced• Custom user-

defined fields

• Required, Identity

• Image, list, reason types

Cardholder - Card• Issued cards

• PIN, Exp. Date, APB, Long Access

• Access levels– Precision Access– Exclusion– Precision Escort

• Badge design, Mag format

Precision Access• Reader + Time

Zone

• ‘Unlimited’ Access Level

• Advantages/Disadvantages

Exclusion• Denies use of

reader

• Overrules any other method of granting access

Precision Escort• Force visitor

status to cardholder

• Grant escort privileges

• Reader by reader instead of Global

Card Issue• Associates Card

with Cardholder

• Displays card number

• Range add

Advanced Fields - Configuration

• User-defined fields

• Visibility Option

• Required, Image, List

View, Filter, Sort• Tools to specify

search, reduce results

• Produce reports of certain criteria

Selecting Records• CTRL- Click for

individual records

• SHIFT – Click for range

Cardholder Templates• Applying template

will insert all information in the record

Card Mgmt. Tools• Card Management tools provide easy

method to enforce rules for cardholders

Badging• Applying template

will insert all information in the record