Cardholders
After adding or retrieving a controller, the cardholders of this controller will also be updated. You can search the cardholders using the search box in the upper-right corner. You can also manage cardholders here.
Edit Cardholders
To edit a cardholder:
- Select a cardholder and click Edit. The Edit Cardholder window will appear.
- Enter the cardholder's name in First name and Last name.
- You may upload a picture (JPG or PNG only) for the cardholder by clicking Upload. Pictures can be deleted by clicking Delete.
- Under Credentials, enter information for at least one of the following fields: PIN, Card number, or Card raw.
- If card readers have been set up for this controller, you can swipe your card in the card reader and click Retrieve to automatically retrieve the card information.
- If you want to set a specific date for when a cardholder's credentials will become valid, check the Valid from box and set the date.
- If you want to set a specific date for when a cardholder's credentials will become invalid, check the Valid until box and set the date. The cardholder's credentials will be valid through this day.
- Click Finish to complete the setup.
Limitations:
- Cardholder name is case sensitive. 1 to 32 Unicode characters are allowed, excluding the following symbols: ! " # $ % & ' ( ) * + , / : ; < = > ? @ [ ] \ ^ ` { } | ~
Block or Unblock Cardholders
To block/unblock a cardholder:
- Select a cardholder. You can select multiple cardholders by using Ctrl or Shift.
- Click Block or Unblock from the Block drop-down list.
- A confirmation prompt appears. Click Yes to continue.
Note:
- If you block a cardholder, the cardholder's settings will still be saved.