To grant cardholders or visitors access to secured areas, you must assign them credentials.
Cardholders and visitors can be assigned multiple credentials. You can assign credentials while you are creating a new cardholder or visitor (except for mobile credentials), or after they have been created. In this procedure, it is assumed you have already created the cardholders.
What you should know
Do one of the following:
- For cardholders, open the Cardholder management task, select a cardholder, and then click Modify ().
- For visitors, open the Visitor management task, select a visitor, and then click Modify ().
- In the Credential section, click Add a credential ().
Select one of the following options:
- Automatic entry
- Present the card at a reader.
- Manual entry
- Manually enter the card data. Use this method when you do not have a card reader near you.
- Existing credential
- Select a pre-enrolled, unassigned credential.
- Create a PIN credential.
- License plate
- Enter a cardholder's license plate number. Use this method if a Sharp camera is being used to trigger a vehicle access barrier. In this case, the cardholder's vehicle license plate can be used as a credential.
- Request card
- Request a credential card for the cardholder or visitor. Use this method if you do not have a printer on site.
- Mobile credential
- Request a mobile credential for the cardholder or visitor. You must have a mobile credential provider set up and mobile credential readers installed. The cardholder must have a valid email address configured.
- Paper credential (print)
- Print a badge (name tag or photo ID card) without assigning a credential. The paper credential cannot be used to open doors. It is only used to visually identify the cardholder or visitor.
If you select Automatic entry, then select a reader (USB
reader or a door) and present the card at the reader.
If you have a smart card encoding reader set up, do one of the following:
The dialog box closes automatically after an eligible card is presented. If the card has not been enrolled, it is enrolled automatically. If the card was already assigned to someone, it is rejected.
- To read a pre-encoded card, set the option Encode before
enrollment to OFF. When the reader LED
turns green (ready to read), place the smart card on the reader. The reader
LED turns yellow and then green with a short beep before turning off.
- To generate and encode on your card a random 128-bit MIFARE DESFire
credential before enrolling it, set the option Encode before
enrollment to ON. When the reader LED
turns red (ready to encode), place the smart card on the reader for
approximately 2 seconds. The reader LED turns yellow and then green with
a short beep before turning off. If you hear a long beep and the LED
stays red, try again.NOTE: Your Security Center license must support smart card encoding.
- To read a pre-encoded card, set the option Encode before enrollment to OFF. When the reader LED turns green (ready to read), place the smart card on the reader. The reader LED turns yellow and then green with a short beep before turning off.
If you select Manual entry, you must then select a card
format, enter the required data fields, and click OK.
CAUTION:Enter your card data carefully because the system cannot validate whether the data you entered correspond to a physical card or not.If the card has not been enrolled, it is enrolled automatically. If the card was already assigned to someone, it is rejected.
- If you select Existing credential, a dialog box listing all existing but unassigned credentials in the system appears. Select an unassigned credential from the list, and click OK.
If you select PIN, do the following:
Enter the PIN as a numerical value.
NOTE: Do not exceed the number of digits accepted by your readers. A typical PIN length is five digits. But certain models accept up to 15 digits.
- Click OK.
- Enter the PIN as a numerical value.
If you select License plate, you must then do the
Enter the license plate number.
NOTE: You do not need to enter spaces that appear in the license plate number. The system treats "ABC123" and "ABC 123" as the same plate.
- Click OK.
- Enter the license plate number.
If you select Mobile credential, you must then do the
NOTE: An email invitation is sent to the cardholder with a link to download the mobile credential app. The cardholder must accept the invitation for the credential to be activated on their phone. If the cardholder declines the invitation or if the invitation times out, the credential remains unused, and the mobile credential provider can assign it to the next cardholder who needs one. Security Center does not know that the requested mobile credential has not been accepted by the cardholder until the same mobile credential is assigned to someone else, at which time, Security Center automatically removes it from the current cardholder.IMPORTANT: A mobile credential that has been activated (paired to a phone) can never be reused on another phone. If a cardholder loses their phone or needs to change their phone, they must inform the Security Center operator who must delete the credential or flag it as lost. After that, the operator must log on to the credential provider's portal and revoke the mobile credential.
Select the credential profile (if there is more than one).
You can assign one mobile credential from each profile to the cardholder.
- Click OK.
- Select the credential profile (if there is more than one).
After the credential is assigned, it appears in the Credential
The credential name and status are displayed. Active indicates the credential is assigned.NOTE: If the credential is a PIN, the keypad icon is displayed. If the credential is a license plate, a license plate icon is displayed. If the credential is a card, a default badge template is assigned, and a print preview of the badge is displayed instead of the credential icon.
(Optional) If the credential is a card, select a different badge template as
- In the Credential section, click the badge image.
Select a badge template, and then click OK.
A print preview of the badge appears, with data corresponding to the current cardholder or visitor and their credential.
You must save all your changes before you can print the badge.
- To print the badge, click Print badge next to the badge preview.
Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages. If using Internet Explorer, the video might not display. To fix this, open the Compatibility View Settings and clear Display intranet sites in Compatibility View.