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Accounts

Account Management is a feature that offers managed access control functionality allowing the management of several clients/accounts by a central station. This option is mostly used in environments where companies are taking over the management of access control for smaller companies that prefer to outsource their security system. In this type of environment, under a multi-site gateway, a central station handles several accounts where clients may access their account information on an individual basis.

Operators login name and password will define which account they can access in EntraPass and the type of operations they can perform in the accounts (view, edit, delete, etc.). An operator may have access to several accounts. However, an operator will only have access to accounts that have been assigned to him by the System Administrator. In order to activate this option in EntraPass, you must register the hattrix component in the EntraPass Edition System registration dialog. For more information on registering a new component in EntraPass, see Adding System Components.

Note: Registering to the hattrix component is NOT REVERSIBLE .

Once you have registered the hattrix component in EntraPass, you will create accounts that operators will be able to access with a login name and password. For more information on logging into an account, see Accessing an Account Under hattrix.

The Accounts Toolbar

Use the Accounts toolbar to configure and manage the accounts.

Note: For more information on how to switch between accounts, see Switching Accounts and Login.

Note: If the Accounts tab is not available, see Adding System Components for more information.

Create a New Account

1 - Under the Accounts tab, click the Account button to open the Account dialog:

2 - Click on the New button to start the Account Express Setup utility:

•   Enter the Account Name : If you are running EntraPass in two languages, two text fields will display for you to enter the information in both languages.

•   Select an Account Event Parameter Configuration .

3 - Click Next and select Gateways and/or Sites that pertain to the account:

•   If you need to create a new site, select the gateway where you want to create the new site and click New . The New site dialog will open.

•  Enter the New site name

•   Click OK . The dialog will close and the site will be listed in the Gateway/Site window.

4 - Click Next and select the card types that pertain to the account.

•   If you need to create a new card type, click New . The New card type dialog will open

•   Enter the New card type name

•   Click OK . The dialog will close and the card type will be listed in the Card type window.

5 - Click Next an select the card filters to be used. Use the New and Delete buttons if needed:

Note: Refer to Defining Card Filters for more information.

6 - Click Next an select the operators:

•   To create operators who will be assigned to the account, click New . The New operator dialog will be displayed.

•   Enter the Operator Name , Login name  and Password .

•   Select the operator’s Security level .

Note: Only one security level can be assigned per operator.

•   Click OK . The new operator will be listed in the Operators window.

•   You can create as many operators as you want.

7 - When all operators are created, click Finish to close the Account Express Setup window and return to the Account dialog where all the information that you have just defined in the Express setup dialog will be stored.

Deleting an Account

1 - Click on the “garbage can” button to the delete an account. The following message will then be displayed:

Note:

Account Configuration

1 - Under the Accounts tab, click the Account button to open the Account dialog.

2 - Select an account from the drop-down list.

3 - Fill the Account information  fields (1 to 20) from the Custom tabs 1 and 2:

•   Each tab contains 10 editable fields where you can enter account information. Each field label can be customized to suit your particular needs. For example, under 1. Account Information , you might want to display Company Name. And, instead of 2. Account Information , you might want to display Company Address, etc.

Miscellaneous

1 - Click on the Miscellaneous tab:

2 - Select Deactivate login access  to prevent a user to log into this account. This way, only a user with administration rights can log using the Switch account function.

3 - Enter the Account sub folder name which is used to rename the directory where the reports are saved for that account.

Badging Credential

To enable the badge printing feature, select the Enable badging credential checkbox from the Badging Credential tab in the Account window.

1 - Click on the Badging Credential tab:

Note:

•   Enable badging credential : Check to enable the badging credential feature.

•   Default state for new card number : When a new card number is added through the badge printing module, an initial value can be set:

•   Card to be activated by customer.

•   No activation required.

•   Manual card activate state: Allows the operator to choose the initial card mode.

•   E-mail triggers : Through the badge treatment process, notification e-mails can be sent to inform users of their request’s status. For the 8 possible statuses, a notification can be sent to one or many addresses.

•   Email address for notification : The recipients email address (es).

•   Mandatory card number when verified : The system waits for a card number before changing the status from “printed” to “verified”.

•  Clear upon activation: The card is cleared from the Card credentials dialog (see Card credentials for details) upon activation.

Shipping Address

1 - Click on the Shipping address tab. Once printed, badges are sent to their owners. To make the process easier, different delivery addresses can be entered.

2 - To add a new address, click the New button:

3 - Enter the address name.

Note: An address can be deleted by clicking the Delete button from the first window.

Account Gateway and Site

1 - Click on the Account Gateway and Site tab:

•   The gateways and sites that were previously selected during the Express Setup will be checked in the list.

Comment

1 - Click on the Comment tab:

•   This is a blank space available to enter comments.

•   Double-click anywhere in the blank space to display a full screen edit window:

System Gateway and Site

1 - Click on the System Gateway and Site tab:

2 - Select the gateways and sites to assign to this account.