Creating cardholders

To create a cardholder:

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. In the Status section, set the following:
   • Status:

     Set their status to Active or Inactive. 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:

       (Only available after a cardholder is deactivated) The date and time that you clicked New () to create the cardholder.
     • Specific date:

       Expires 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.
6. 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.
7. Assign the cardholder to a cardholder group.
   NOTE: A cardholder can belong to more than one cardholder group.
   1. To assign the first cardholder group, click the Cardholder group drop-down list and select a cardholder group.
   2. To assign additional cardholder groups, click Advanced (), then click Add an item ( ). In the dialog box that opens, select the cardholder groups, and click OK.
8. Enter the cardholder’s email address.
   A valid email address is necessary if you want to assign mobile credentials to the cardholder.
9. (Optional) If custom fields are defined for cardholders, such as department, phone numbers, and so on, enter the additional cardholder information.
10. (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.
       • Bypass antipassback rules:

         Exempts them from all antipassback restrictions.
       • Can escort visitors:

         Indicates whether or not the cardholder can act as a visitor host.
    2. 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.
    3. 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.
    4. In the Description field, type a description for the cardholder.
    5. 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.
11. Click Save.