Cardholders
After adding a controller, the cardholders of this controller will also be updated. You can search the cardholders using the search box in the upper-right corner. You can also manage cardholders here.
To add a cardholder:
- Click Add to launch the Add Controller Wizard. Enter the basic information of your door controller in the Information page.
- Enter the cardholder's name in First name and Last name, and other information. You can click Upload to upload a picture (JPG or PNG only) for the cardholder. To delete the uploaded pictures, just click Delete. When this step is complete, click Next.
- Edit the Credentials:
- Enter information for at least one of the following fields: PIN, Facility code, Card number, or Card raw.
- If card readers have been set up for this controller, you can swipe your card in the card reader, and click Retrieve to automatically retrieve the card information.
- If you want to set a specific date when a cardholder's credentials become valid/invalid, tick the Valid from and/or Valid until checkboxes and set the dates.
- Enable the Long access time if the cardholder needs longer time to pass through door.
When this step is complete, click Next.
- In Access Rule, select the rules you wish to apply. You can also add new rules according to your needs.
- Click Finish to complete the setup.
To edit a cardholder:
- Select a cardholder and click Edit. The Edit Cardholder window will appear, and you can configure the settings in the following tabs:
- Information: edit the basic information of the cardholder.
- Edit the cardholder's name in First name and Last name, and other information.
- You can click Upload to upload a picture (JPG or PNG only) for the cardholder. To delete the uploaded pictures, just click Delete.
- Edit other detailed information of the cardholder in the other fields, such as Description, Email, et cetera.
- Credential:
- Edit information for at least one of the following fields: PIN, Card number, or Card raw.
- If card readers have been set up for this controller, you can swipe your card in the card reader, and click Retrieve to automatically retrieve the card information.
- If you want to set a specific date when a cardholder's credentials become valid/invalid, tick the Valid from and/or Valid until checkboxes and set the dates.
- Enable the Long access duration option if the cardholder needs longer time to pass through door.
- Access Rule: select the rules you wish to apply.
- Click Finish to complete the setup.
Limitations:
- Cardholder name is case sensitive. 1 to 32 Unicode characters are allowed, excluding the following symbols:
! " # $ % & ' ( ) * + , / : ; < = > ? @ [ ] \ ^ ` { } | ~
To batch edit cardholders:
Batch Edit Cardholders Wizard assists you in editing multiple cardholders at a time. You can determine which attributes from one of your cardholders to be applied to other cardholders.
- Select the cardholder you wish to apply its attributes to other cardholders.
- Go to Edit > Edit Batch.
- In Source of Attributes, cardholder attributes are grouped into three categories: Information, Credentials and Access Rule. Tick the Apply checkboxe(s) for the attributes you wish to apply to other cardholders. After selecting the attributes, click Next.
Note:
You can see certain attribute values by viewing the names in the list.
- In the Select the Cardholders to Apply step, tick the Apply checkboxe(s) to apply the selected attributes to your cardholders. When you finish the selection, click Finish to complete the batch edit.
To delete a cardholder:
- Select a cardholder.
Note: You can select multiple cardholders by pressing Ctrl or Shift.
- Click Delete.
- You will see a confirmation message. Click Yes to continue.
To block/unblock a cardholder:
- Select a cardholder. You can select multiple cardholders by using Ctrl or Shift.
- Click Block or Unblock from the Block drop-down list.
- You will see a confirmation message. Click Yes to continue.
Note:
- If you block a cardholder, the cardholder's settings will still be saved.
To retrieve cardholders:
You can click Retrieve and select From file or From controllers to retrieve cardholders.
- From file:
- Only supports importing csv files, and reads only the first four columns.
- Define the columns according to the following rules:
- You cannot have two or more columns with the same data type.
- First name and Last name are required data types.
- Either PIN or Card number must be selected as a data type for a column.
- The imported cardholders need to abide by the following rules:
- You cannot have two or more cardholders with the same First name and Last name.
- You cannot have two or more cardholders with the same Card number.
- You can choose the Replace existing cardholders or Ignore new cardholders option to force importing cardholders when there are conflicting data.
- Replace existing cardholders:
- Cardholders with duplicated names will be automatically renamed.
- Imported cardholders with duplicated Card number will be automatically ignored.
- Imported cardholders with the same Card number as existing cardholders will replace the existing cardholders.
- Ignore new cardholders:
- The cardholders with conflicting data will be ignored.
- From controllers:
- Import all cardholders from controllers.
- Controller cardholders with duplicated names will be automatically renamed.
Note:
- This function will synchronize the cardholders with all access controllers. This operation may take a certain period of time according to the data quantity.