If you have a large access control system and cannot find a cardholder, you can search for them by name, or use the advanced search by applying a combination of filters.
Procedure
- From the home page, open the Cardholder management task.
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To search by an entity name, enter the name in the Search () box.
All entities with names that match the text you entered are listed.
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To search for the entity using the advanced search:
- In the left pane, click Advanced search.
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Set up the query filters for the report. Not all query filters are available for
each task. Choose from one or more of the following, according to your task:
- Activation date
- Specify a time range during which the cardholder profile activates.
- Expiration date
- Specify a time range during which the cardholder or visitor profile expires.
- Unused cardholders
- Search for cardholder or visitors for whom
no assigned credentials have produced an access granted event
within a certain time range.NOTE: For the report to generate results, all Access Manager roles must be active and online.
- Status
- The status of the cardholder or visitor’s profile: Active, Expired, or Inactive.
- First name
- Cardholder or visitor’s first name.
- Last name
- Cardholder or visitor’s last name.
- Email address
- Cardholder or visitor’s email address.
- Mobile phone number
- Cardholder or visitor's mobile phone number.
- Description
- Restrict the search to entries that contain this text string.
- Picture
- Whether or not the cardholder or visitor has a picture assigned.
- Cardholder groups
- Restrict the search to specific cardholder groups.
- Partition
- Partition that the entity is a member of.
- Credential name
- Credential's name.
- Credential status
- The status of the cardholder or visitor’s credential: Active; Expired; Inactive; Lost; Stolen. Not all statuses are available for every task.
- Credential information
- Restrict the search to specific card formats, facility codes, card numbers, or license plates.
- Can escort visitors
- Indicates whether or not the cardholder can act as a visitor host (can be switched on or off).
- Click Search.