Overview of the Cardholder management task

Use the Cardholder management task to create new cardholders in your system, modify existing cardholders, and assign credentials to cardholders.

The following figure shows the Cardholder management task.
NOTE: You can only have one instance of this task in Security Desk.

A Find a cardholder by name.
B Advanced search options.
C Find a cardholder using their credential.
D Select which columns to display by right-clicking the column headers or by typing Ctrl+Shift+C..
E Switch between Tiles and List view.
  • Tiles: Click to hide description
    Shows large pictures. Pictures can be resized.
  • List: Click to hide description
    List all information concerning the entity: first name, last name, picture, activation date, expiration date, and any custom fields that are defined.
F Activate or deactivate multiple cardholders at once.

You can only make bulk changes to cardholders in the List view.

G Return a temporary card.
H View or modify the selected cardholder.
I Delete the selected cardholder.
J Create a new cardholder.