Viewing properties of cardholder group members

You can find out the members of a cardholder group, and view any associated cardholder properties (first name, last name, picture, status, custom properties, and so on) of the cardholders, using the Cardholder configuration task.

What you should know

You can search for a specific cardholder group to see which cardholders are members of that group. You also can search for expired or inactive cardholders to see if there are any in your system.

To view the properties of cardholder group members:

  1. From the home page, open the Cardholder configuration task.
  2. Set up the query filters for your report. Choose one or more of the following filters:
    • Activation date: Click to hide description
      Date and time that the cardholder was activated.
    • Expiration date: Click to hide description
      Specify a time range for when the cardholder or visitor’s profile expired.
    • Unused cardholders: Click to hide description
      Search for cardholder or visitors for whom no assigned credentials have produced an access granted event within a certain time range.
      NOTE: For the report to generate results, all Access Manager roles must be active and online.
    • Status: Click to hide description
      The status of the cardholder or visitor’s profile: Active, Expired, or Inactive.
    • First name: Click to hide description
      Cardholder or visitor’s first name.
    • Last name: Click to hide description
      Cardholder or visitor’s last name.
    • Email address: Click to hide description
      Cardholder or visitor’s email address.
    • Description: Click to hide description
      Restrict the search to entries that contain this text string.
    • Picture: Click to hide description
      Cardholder or visitor’s picture.
    • Partition: Click to hide description
      Partition that the entity is a member of.
    • Cardholder groups: Click to hide description
      Restrict the search to specific cardholder groups.
    • Custom fields: Click to hide description
      Restrict the search to a predefined custom field for the entity. This filter only appears if custom fields are defined for the entity, and if the custom field was made visible to you when it was created or last configured.
    • Credential: Click to hide description
      Restrict the search to specific credentials.
    • Credential status: Click to hide description
      The status of the cardholder or visitor’s credential: Active; Expired; Inactive; Lost; Stolen. Not all statuses are available for every task.
    • Credential information: Click to hide description
      Restrict the search to specific card formats, facility codes, card numbers, or license plates.
    • Can escort visitors: Click to hide description
      Indicates whether or not the cardholder can act as a visitor host (can be switched on or off).
  3. Click Generate report.

    The cardholders that are members of the selected cardholder groups are listed in the report pane.

  4. To show a cardholder in a tile, double-click or drag a cardholder from the report pane to the canvas.
  5. To view additional cardholder information in the tile, click .