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Comprehensive Guide to Cardholder Configuration and Management

This in-depth guide explores the Cardholder Configuration module, essential for managing a cardholder database effectively. Learn about personal information management, access levels, card printing, database interactions, and dynamic reporting functionalities. Understand the importance of biometric records, user-defined fields, and advanced card management tools. Discover how to configure settings for precision access control, exclusion protocols, and escort privileges. This guide will equip you with the knowledge to optimize your cardholder management operations across multiple PCs.

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Comprehensive Guide to Cardholder Configuration and Management

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  1. Cardholder Configuration An in-depth guide

  2. 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

  3. Main Screen • Lists for different objects • Cardholders, Card Issues, Cards, Visitors • Lists can be filtered, modified, sorted, exported, printed

  4. Cardholder Record • Personal data • Photo • Signature • Biometric • Group

  5. Cardholder Record- Biometric • Biometric Template • Enroll • Select Mode

  6. Cardholder - Advanced • Custom user-defined fields • Required, Identity • Image, list, reason types

  7. Cardholder - Card • Issued cards • PIN, Exp. Date, APB, Long Access • Access levels • Precision Access • Exclusion • Precision Escort • Badge design, Mag format

  8. Precision Access • Reader + Time Zone • ‘Unlimited’ Access Level • Advantages/Disadvantages

  9. Exclusion • Denies use of reader • Overrules any other method of granting access

  10. Precision Escort • Force visitor status to cardholder • Grant escort privileges • Reader by reader instead of Global

  11. Card Issue • Associates Card with Cardholder • Displays card number • Range add

  12. Advanced Fields - Configuration • User-defined fields • Visibility Option • Required, Image, List

  13. View, Filter, Sort • Tools to specify search, reduce results • Produce reports of certain criteria

  14. Selecting Records • CTRL- Click for individual records • SHIFT – Click for range

  15. Cardholder Templates • Applying template will insert all information in the record

  16. Card Mgmt. Tools • Card Management tools provide easy method to enforce rules for cardholders

  17. Badging • Applying template will insert all information in the record

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