|
<< Click to Display Table of Contents >> Navigation: Access Launchpad > Application > Access Control > Cardholders |
Overview
The Cardholders section in Drawbridge is used to create and manage the individuals who are authorized to use credentials within the access control system. A cardholder represents a person who may be assigned one or more credentials (cards, badges, or other supported credentials) used to access secured doors or areas.
Cardholder records store identifying information such as name, ID number, contact information, and optional notes. Credentials are assigned to the cardholder record and can then be associated with Access Levels, which determine where and when the cardholder is allowed to enter.
A cardholder can have multiple credentials assigned, which is useful for situations such as replacement badges, temporary credentials, or multiple access devices.
The Cardholders page displays all cardholders within the current partition.
From this page you can:
•View all cardholder records
•Search for specific cardholders
•Sort the list by column headings
•Open existing cardholder records for editing
•Add new cardholders to the system
The list is sortable by clicking any column header.
1.Navigate to Access Control → Cardholders.
2.Click Add Cardholder in the upper-left corner.
3.Enter the required information.
4.Complete any optional details as needed.
5.Click Save.
Cardholder Fields
The following fields are available when creating a cardholder:
•Cardholder ID (Optional)
A unique identifier for the person. This may be an employee ID, badge ID, or other internal identifier.
Note: This is not the credential number.
•Last Name (Required)
The cardholder’s last name.
•First Name (Required)
The cardholder’s first name.
•MI (Optional)
The cardholder’s middle initial.
•Cardholder Picture (Optional)
A profile image can be assigned by clicking Select below the profile graphic.
Cardholder Information Tabs
Additional information can be stored in several tabs within the cardholder record.
General Tab
The General tab contains core information about the cardholder and their assigned credentials.
Typical information stored here includes:
•Address information
•Emergency contact information
•Workplace information
•List of assigned cards
•Option to create and assign a new card
This tab also allows administrators to create a card and associate it with the cardholder in a single step.
Additional Tab
The Additional tab allows optional information about the cardholder to be stored.
This may include:
•Department information
•Employee status
•Other organization-specific details
Custom Tab
The Custom tab is used for site-specific or organization-defined fields.
Administrators may use this area to store information unique to their deployment.
Notes Tab
The Notes tab allows administrators to store free-form text about the cardholder.
Examples may include:
•Special instructions
•Security notes
•Administrative comments
•Badge replacement history
History Tab
The History tab displays a detailed audit trail for the cardholder.
This includes changes such as:
•Cardholder record updates
•Credential assignments
•Access level changes
•Administrative modifications
Audit history provides visibility into when changes were made and by which user.
Cardholder Best Practices
When managing cardholders in Drawbridge, AMT recommends the following practices:
•Use consistent naming conventions for easy searching.
•Assign Cardholder IDs that match employee or internal IDs when possible.
•Add profile pictures when available for visual identification.
•Remove or disable credentials when employees leave or change roles.
•Periodically review cardholder records to ensure access levels remain appropriate.
Important Notes
•A cardholder represents a person, while cards represent the credentials assigned to them.
•Access Levels are applied to cards, not directly to the cardholder.
•A single cardholder may have multiple credentials assigned simultaneously.
This is a BETA AI model. Verify all information.
Is there anything else I can help with?