Searching for cardholders

If you have a large access control system and cannot find a cardholder, you can search for them by name, or use the advanced search by applying a combination of filters.

To search for a cardholder or visitor:

1. From the home page, open the Cardholder management task.
2. To search by an entity name, type the name in the Search () box.
   All entities with names that match the text you entered are listed.
3. To search for the entity using the advanced search:
   1. In the left pane, click Advanced search.
   2. Set up the query filters for the report. Not all query filters are available for each task. Choose from one or more of the following, according to your task:
      • Activation date:

        Date and time that the cardholder was activated.
      • Expiration date:

        Specify a time range for when the cardholder or visitor’s profile expired.
      • Unused cardholders:

        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:

        The status of the cardholder or visitor’s profile: Active, Expired, or Inactive.
      • First name:

        Cardholder or visitor’s first name.
      • Last name:

        Cardholder or visitor’s last name.
      • Email address:

        Cardholder or visitor’s email address.
      • Description:

        Restrict the search to entries that contain this text string.
      • Picture:

        Cardholder or visitor’s picture.
      • Partition:

        Partition that the entity is a member of.
      • Cardholder groups:

        Restrict the search to specific cardholder groups.
      • Credential:

        Restrict the search to specific credentials.
      • Credential status:

        The status of the cardholder or visitor’s credential: Active; Expired; Inactive; Lost; Stolen. Not all statuses are available for every task.
      • Credential information:

        Restrict the search to specific card formats, facility codes, card numbers, or license plates.
      • Can escort visitors:

        Indicates whether or not the cardholder can act as a visitor host (can be switched on or off).
   3. Click Search.