Cardholders

Cardholders are the people that use the security system, for example: employees, visitors, members, patients, guests, etc depending upon the nature of your facility. Doors.NET supports the use of multiple credentials (so each cardholder can have more than 1 card assigned to them).

The Cardholders tab provides access to all cardholder enrollment, management and search tasks.

From the Home tab, click the icon and the Cardholders window will appear, along with its ribbon options.

The data display fields list all enrolled credentials. Double-click an individual entry to open the cardholder edit form.

You also access the Search and Cardholder Edit Form tasks from here. Click the tree view boxes to open these fields.

• Search - perform a basic search based on standard cardholder information or an advanced search based on filtering parameters.

• General Tab - from here you can edit the cardholder record, perform manual enrollment and presentation enrollment. You can quickly activate and de-activate cards, delete cards and delete the entire cardholder record and you can set credentials to being temporary.
• Block Enrollment - enroll a block of credentials in one go (rather than one-at-a-time). They must be sequentially numbered and you must also have Advanced View enabled to use this feature.
• Presentation Enrollment - you use one of the readers on the system as an enrollment reader (any reader can be used for enrollment purposes. This option is most useful if you do not know important card information (such as the programmed facility code).
• Manual Enrollment - quickly and easily enroll a single card by manually entering the printed card number (imprint) and the programed facility code. Note: NXT credentials do not use a facility code.
• Live Events Enrollment - use an Access Denied - Not in File Event to automatically enroll cardholders. Note: The detected number will not decode the facility code and imprint so if you require this information you should use one of the other enrollment methods.
• Advanced Cardholder Settings - Assign advanced options to cardholders, such as: Global Trigger assignment, ADA/DDA cardholder type. Set the cardholder as being exempt from Anti Passback or usage counts to the cardholder.
• History - when you open a cardholder record the history icon becomes available, allowing you to quickly and easily run a history report (system events specific to the cardholder).
• Audit - when you open a cardholder record the audit tab becomes available. The cardholder audit allows you to quickly and easily see what changes have been made to the cardholder since it was enrolled into the system.
• Cardholder Grid - Contains a list of all the cardholders enrolled in the system. You can use the field chooser to display only the information you need for the cardholders. You can also sort the grid by the column headers (for example; sort by Cardnumber, Imprint, First Name, Last Name, etc - or you can type in a value just below the column header to quickly locate a specific record.

• Contact Information - Add cardholder contact information, such as; street address, social security/national insurance number, home and cell phone numbers, e-mail address and emergency contact information. Much of this information can be used as search criteria when searching for cardholders using the advanced search option.
  
  
  
  
• Company Information - Add company-specific contact information. As well as adding the company name, address and phone number you can also add data such as; hire date, department, location and cost center. Again, much of this additional information can be used at a later time to search for cardholders using the advanced search facility.
  
  
  
  
• Photo ID - this tab is used to assign a photograph to a cardholder. This photograph is then used for the Photo Recall feature (the cardholder photo pops-up on screen when the card is used on the system), or it is used when creating badges with the Photo ID client.
• Custom Cardholder Information - The Custom fields allow you to enter information you specifically wish to track for each cardholder. For example three fields can track the type of vehicle driven by the cardholder: maker/make, color, license plate number.
• Notes - The Notes field allows you to enter/store any kind of text information you deem of value regarding the cardholder. There is an 8,000 character maximum per cardholder record. For example, you may track card replacement incidents - noting every time a card holder loses or damages a card.