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:

  1. Click Add to launch the Add Controller Wizard. Enter the basic information of your door controller in the Information page.
  2. 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.
  3. Edit the Credentials: When this step is complete, click Next.
  4. In Access Rule, select the rules you wish to apply. You can also add new rules according to your needs.
  5. Click Finish to complete the setup.

To edit a cardholder:

  1. Select a cardholder and click Edit. The Edit Cardholder window will appear, and you can configure the settings in the following tabs:
  2. Click Finish to complete the setup.

Limitations:

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.

  1. Select the cardholder you wish to apply its attributes to other cardholders.
  2. Go to Edit > Edit Batch.
  3. 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.
  4. 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:

  1. Select a cardholder.
    Note: You can select multiple cardholders by pressing Ctrl or Shift.
  2. Click Delete.
  3. You will see a confirmation message. Click Yes to continue.

To block/unblock a cardholder:

  1. Select a cardholder. You can select multiple cardholders by using Ctrl or Shift.
  2. Click Block or Unblock from the Block drop-down list.
  3. You will see a confirmation message. Click Yes to continue.

Note:

To retrieve cardholders:

You can click Retrieve and select From file or From controllers to retrieve cardholders.

Note: