To add new employees who must enter and exit secured areas using access cards, and to track their activities, you can create cardholders using the Cardholder management task.
Before you begin
- Define the maximum file size for cardholder pictures.
- To add custom information to cardholders, create custom fields.
- If you require different groups of cardholders with different access rights, create cardholder groups.
- To modify the security clearance of a cardholder, you must be granted the Change cardholder options and Modify security clearance privileges.
What you should know
Procedure
-
Open the Cardholder management task, and click
New (
).
- At the top of the dialog box, enter the cardholder’s first name and last name.
-
To assign a picture to the cardholder, click the silhouette
and select one of the following options:
- Load from file
- Select a picture from disk. All standard image formats are supported.
- Load from webcam
- Take a snapshot with your webcam. This option appears only if you have a webcam attached to your workstation.
- Load from camera
- Take a snapshot from a camera managed by Security Center. When you click Load from
camera, a separate capture dialog box opens. Select the video source, and
click Take snapshot (
).
- Load from clipboard
- Load the picture copied to the clipboard. This option appears only if you used the Windows copy command to save a picture onto your clipboard.
- To edit the picture, click it to open the Image editor and use the editing options at the top of the editor’s dialog box.
- (Optional) To remove the current picture, right-click the picture and select Clear the picture.
-
In the Status section, set the following:
- Status
- Set their status to Active or Inactive. For their credentials to work, and for them to have access to any area, their status must be Active.
- Activation
-
Set an activation for their profile:
- Never
- The date and time that you clicked
New (
) to create the cardholder. This is only available after a cardholder is deactivated.
- Specific date
- Activates on a specific date and time.
- Expiration
- Set an expiration for their profile:
- Never
- Never expires.NOTE: You can remove this option. For more information, see Removing the option for cardholders and credentials to never expire.
- Specific date
- Expires on a specific date and time.
- Set expiration on first use
- Expires a specified number of days after the first use.
- When not used
- Expires when it has not been used for a specified number of days.
-
Assign a credential to the cardholder so they can access secured areas.
NOTE: You can assign a credential now or after all credentials have been enrolled in the system.
-
Assign the cardholder to a cardholder group.
NOTE: A cardholder can belong to more than one cardholder group.
-
Click Add an item (
).
- Select the cardholder groups from the dialog box.
- Click OK.
-
Click Add an item (
-
Enter the cardholder’s email address.
A valid email address is necessary if you want to assign mobile credentials to the cardholder.
- Enter the cardholder’s mobile phone number.
- (Optional) If custom fields are defined for cardholders, such as department, phone numbers, and so on, enter the additional cardholder information.
-
(Optional) In the Advanced section, configure the
following cardholder properties:
NOTE: Some of these properties can be inherited from the parent cardholder groups. When a specific value is configured for the cardholder, click Revert to inherited value (
) to inherit the property from the parent cardholder groups. If multiple parent groups exist, the most privileged value is inherited.
-
If the cardholder has been assigned a credential, grant access
privileges to the cardholder:
- Use extended grant time
- Grants them more time to pass through doors where the Extended grant time parameter is configured for a door. Use this option for those with reduced mobility.
- Can escort visitors
- Indicates whether or not the cardholder can act as a visitor host.
- Bypass antipassback rules
- Exempts them from all antipassback restrictions.
- In the Security clearance field, enter the cardholder’s security clearance level. The security clearance level determines their access to areas when a threat level is set in Security Center. Level 0 is the highest clearance level, with the most privileges.
-
In the Entity name field, enter a name for the
cardholder entity, if you do not want to use the cardholder’s
name.
By default, the Entity name uses the First name and Last name fields.
- In the Description field, enter a description for the cardholder.
-
Assign the cardholder to a partition.
Partitions determine which Security Center users have access to this entity. Only users who have been granted access to the partition can see the cardholder.
-
If the cardholder has been assigned a credential, grant access
privileges to the cardholder:
- Click Save.