Creating cardholder templates in Genetec™ Enhanced Cardholder Management - Genetec™ Enhanced Cardholder Management 1.0

Before you can determine which cardholder fields to apply to cardholders, you must configure templates in Config Tool.

1. From the Config Tool home page, open the Plugins task.
2. In the Plugins task, select Genetec™ Enhanced Cardholder Management from the entity browser, and then click the Cardholder templates tab.
3. Below the templates list, click Add ().
   
   
   
4. In the Template name field, enter a name for your template.
5. (Optional) To enable cardholder groups, turn the Cardholder groups slider to ON, click Add (), select which cardholder groups you want to use, and then click OK.
   
   
   
6. (Optional) To select a printable badge template to use with the cardholder template, turn the Badge template slider to ON, click the drop-down menu, select which badge template you want to use, and then click OK.
   
   
   
7. (Optional) To set an expiration date for the cardholder, turn the Expires slider to ON, set the template expiration, and then click OK.
   
   
   
8. (Optional) To enable custom fields, turn the Custom fields slider to ON, click Add a custom field, select which custom field you want to use, and then click OK.
   
   
   

   NOTE: You can add more custom fields by clicking Add a custom field and selecting custom fields again.

   You can remove one or more custom fields from the template by clicking delete () for each custom field you want to delete, or by clicking Remove all to clear all custom fields from the template.

   
   
   
9. Click Apply.