Cardholder

Use Cardholder to add, import, or export a user’s card details. Cardholder features include access levels, usage restrictions, privileges, badge printing, tenants, and personal information.

The top section of the Cardholder tab contains the following buttons:

•  Card view: displays the Photo, Cardholder name, Card type, State, and Card number of defined cardholders in a grid format.

•  Table view: displays the Photo, Cardholder name, Card type, State, Start date, End date, Card number and Using end date in a table format. For a full list of available columns, right-click on the table header for the context menu.

•  Add: opens the Add cardholder tab, where you can add a new cardholder and define associated options.

•  Import: imports cardholders in a CSV format.

•  Export: exports cardholders in a CSV format. The file contains the title of each exported column that you can use as a template for an import.

•  Search: enter part of a word, or the entire word. The system filters automatically one second after writing in the field, and lists the results alphabetically.

•  Search in: use to refine your search. The list uses labels applied in the Additional Information section.

•  Quick filter: filters using six common parameters.

•  Reset: clears all search and filter results.

When you select a cardholder, the following buttons appear:

•  Edit

•  Last transactions

•  Print badge

•  Duplicate

•  Delete