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 homepage, open the Cardholder management task.
-
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. -
To search for the entity using the advanced search:
- In the left pane, click Advanced search.
-
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's profile expires.
- Unused cardholders
- Search for cardholder 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’s profile: Active, Expired, or Inactive.
- First name
- Cardholder’s first name.
- Last name
- Cardholder’s last name.
- Email address
- Cardholder’s email address.
- Mobile phone number
- Cardholder's mobile phone number.
- Description
- Restrict the search to entries that contain this text string.
- Picture
- Whether or not the cardholder has a picture assigned.
- Cardholder groups
- Restrict the search to specific cardholder groups.
- Partition
- Partition that the entity is a member of.
- Credential
- Whether or not the cardholder has a credential assigned.
- Credential name
- Credential's name.
- Custom fields
- Restrict the search to a predefined custom field for the entity. This filter only appears if custom fields are defined for the entity, and if the custom field was made visible to you when it was created or last configured.
- Credential status
- The status of the cardholder’s credential: Active, Expired, Inactive, Lost, or 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.