Creating cardholders - Security Center 5.12

Security Center User Guide 5.12

Applies to
Security Center 5.12
Last updated
2024-04-12
Content type
Guides > User guides
Language
English
Product
Security Center
Version
5.12
Category
User guides

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

  • To add custom information to cardholders, create custom fields in Config Tool. For more information, see the Security Center Administrator Guide.
  • If you require different groups of cardholders with different access rights, create cardholder groups in Config Tool. For more information, see the topic Creating cardholder groups in the Security Center Administrator Guide.
  • To modify the security clearance of a cardholder, you must be granted the Change cardholder options and Modify security clearance privileges.

Procedure

  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.
    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.
  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 or not the cardholder can act as a visitor host.
      Bypass antipassback rules
      Exempts them from all antipassback restrictions.

      To learn more about configuring areas and doors using the extended grant time and antipassback rules, see the Security Center Administrator Guide.

    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 as a condition for the associated procedures. Multiple cardholders can be assigned the same trigger code.
    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. 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.
    5. In the Description field, enter a description for the cardholder.
    6. 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.