Replacing cardholder groups

If you have to reassign multiple cardholders to new groups, you can reassign them all at the same time using the Import tool.

Before you begin

Create a copy of the cardholder's existing CSV file, then update the cardholder groups data.

What you should know

Replacing cardholder groups in batches is useful in contexts like that of a student who changes groups between semesters, because different courses might dictate different access permissions.

To replace a cardholder group:

From the Config Tool home page, click Tools > Import tool .
Enter the path to the CSV file you want to import, and click Next.
On the Settings page, from the Cardholder group operation list, select Replace; and click Next.
On the Bindings page, set the new cardholder group columns to Cardholder group.
Click Next.

The Import tool updates the cardholder's group memberships to the new cardholder groups, and displays a summary.
(Optional) Click to copy and paste the contents of the report.
Click Close.