Creating cardholders - 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. - Security Center 5.13

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.

1. Open the Cardholder management task, and click New ().
2. At the top of the dialog box, enter the cardholder’s first name and last name.
3. 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.

4. 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.
5. (Optional) To remove the current picture, right-click the picture and select Clear the picture.
6. In the Status section, set the following:

   Status

   Set their status to Active by clicking Activate, or Inactive by clicking Deactivate. 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 hasn’t been used for a specified number of days.

7. 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.
8. Assign the cardholder to a cardholder group.
   NOTE: A cardholder can belong to more than one cardholder group.
   1. Click Add an item ( ).
   2. Select the cardholder groups from the dialog box.
   3. Click OK.
9. Enter the cardholder’s email address.
   A valid email address is necessary if you want to assign mobile credentials to the cardholder.
10. Enter the cardholder’s mobile phone number.
11. (Optional) If custom fields are defined for cardholders, such as department, phone numbers, and so on, enter the additional cardholder information.
12. (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.
    1. 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 the cardholder can act as a visitor host.

       Bypass antipassback rules

       Exempts them from all antipassback restrictions.

    2. Assign a trigger code to the cardholder by enabling the Trigger code option, and entering a value from 1 to 255.
       Trigger codes are used in Mercury triggers to set conditions for associated procedures. Mercury triggers and procedures function similarly to Security Center event-to-actions. For a Mercury controller, a trigger code represents one or more cardholders. When an event occurs, the procedure is executed only if the cardholder’s trigger code matches the one specified in the Mercury trigger.

       For more information, see About Mercury triggers and procedures.

    3. 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.
    4. If the cardholder uses OSS Standard Offline cards, configure their usage settings.
       For information about OSS Standard Offline, see OSS Standard Offline credentials.
    5. In the Entity name field, enter a name for the cardholder entity, if you don’t want to use the cardholder’s name.
       By default, the Entity name uses the First name and Last name fields.
    6. In the Description field, enter a description for the cardholder.
    7. 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.
13. Click Save.