cardholder configuration an in-depth guide. overview main module for cardholder database –...

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Cardholder Configuration An in-depth guide

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Page 1: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Cardholder Configuration

An in-depthguide

Page 2: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Overview

• Main module for cardholder database– Personal Info– Cards– Access Levels– Print Cards

• Reads & Writes from the database

• ‘Signals’ Alarm Mode when changes made

• Dynamic Reporting

• Can only be run by many PCs– Records only edited one at a time

Page 3: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Main Screen

• Lists for different objects– Cardholders, Card Issues, Cards, Visitors

• Lists can be filtered, modified, sorted, exported, printed

Page 4: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Cardholder Record

• Personal data• Photo• Signature• Biometric

• Group

Page 5: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Cardholder Record- Biometric

• Biometric Template

• Enroll• Select Mode

Page 6: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Cardholder - Advanced

• Custom user-defined fields

• Required, Identity

• Image, list, reason types

Page 7: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Cardholder - Card

• Issued cards

• PIN, Exp. Date, APB, Long Access

• Access levels– Precision Access– Exclusion– Precision Escort

• Badge design, Mag format

Page 8: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Precision Access

• Reader + Time Zone

• ‘Unlimited’ Access Level

• Advantages/Disadvantages

Page 9: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Exclusion

• Denies use of reader

• Overrules any other method of granting access

Page 10: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Precision Escort

• Force visitor status to cardholder

• Grant escort privileges

• Reader by reader instead of Global

Page 11: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Card Issue

• Associates Card with Cardholder

• Displays card number

• Range add

Page 12: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Advanced Fields - Configuration

• User-defined fields

• Visibility Option

• Required, Image, List

Page 13: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

View, Filter, Sort

• Tools to specify search, reduce results

• Produce reports of certain criteria

Page 14: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Selecting Records

• CTRL- Click for individual records

• SHIFT – Click for range

Page 15: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Cardholder Templates

• Applying template will insert all information in the record

Page 16: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Card Mgmt. Tools

• Card Management tools provide easy method to enforce rules for cardholders

Page 17: Cardholder Configuration An in-depth guide. Overview Main module for cardholder database – Personal Info – Cards – Access Levels – Print Cards Reads &

Badging

• Applying template will insert all information in the record