Assigning temporary access rules to cardholders

To accommodate seasonal cardholders, such as students who are enrolled during a semester, or permanent cardholders who need short term access to a restricted area, you can create and assign temporary access rules.

What you should know

A temporary access rule is an access rule that has an activation and an expiration time. Temporary access rules are suited for situations where permanent cardholders need to have temporary or seasonal access to restricted areas. These access rules are automatically deleted seven days after they expire to avoid cluttering the system.
NOTE: From the Cardholder management task, you can only assign a temporary access rule to one cardholder at a time. To assign a temporary access rule to multiple cardholders or cardholder groups, you must update the access rule properties from Config Tool. For Security Desk users to able to create temporary access rules, you need to grant them the Add access rules privilege.

To assign a temporary access rule to a cardholder:

  1. In the Cardholder management task, select a cardholder, and then click Modify ().
  2. Click the Access rules () tab > Add ().
    A dialog box listing the access rules that are not yet assigned to this cardholder opens.
  3. Do one of the following:
    • Select an existing temporary access rule () and click Add.
    • Click Temporary access rule ().

      The temporary access rule creation wizard opens.

  4. In the Basic information page, enter the rule name and description, then click Next.
  5. In the Access rule information page, do one of the following:
    • Click Use an existing access rule as template, then select from the Access rule drop-down list, the access rule you want to use as template.

      The schedule and the associated entities will be copied to your temporary access rule.

    • Click Specify custom access parameters, and specify the following:
      • Access to: Click to hide description
        Expand the area view and select the entities you want to grant access to.
      • Activation: Click to hide description
        Activation date and time, or when the rule schedule starts to apply.
      • Expiration: Click to hide description
        Expiration date and time, or when the rule schedule stops to apply.
      • Schedule: Click to hide description
        Choose when this access rule is active.
  6. Click Next > Create .
    A temporary access rule () is created and assigned to your cardholder.
  7. Click Save.

After you finish

(Optional) Assign the temporary access rule you created to other cardholders.