From the Configure menu, select Card Holder. This is where you define a person and their assigned credentials.
To define a Card Holder, enter their first name, last name, optionally enter Employee ID, Email, Cell Phone and select an image, then click Add. To delete a Card Holder click on their name then Delete and confirm. To update a Card Holder click on their name, edit the fields as appropriate and click Apply. By selecting a Card Holder you can see all of the cards assigned to them.
To enter a new credential for a Card Holder, select them from the list and click Add/Search Credential. To edit an existing credential, double click on it in the list of credentials.
Once here, you can fill out the information for the new credential, then click Add.
Credential Type - This drop-down box allows you to select the type of credential the cardholder will use. You can choose from a variety of card and PIN formats. 26 Bit Prox Card is the most commonly used credential type.
Credential Mode - This drop-down box allows you to select the desired behavior for the credential. Their options are as follows:
Normal - A normal credential will allow passage through a door, if the cardholder is configured for access to that door at that time.
Lockdown/Unlock - These credentials are known as Mode Cards, which will cause the controller to change its mode upon presentation of the credential. If the credential is presented a second time the controller returns to its previous mode. When the door is in Unlock Mode, the door is unlatched and anyone may enter without presenting a credential. When the door is in Lockdown Mode, the door will ignore all credentials except another Lockdown credential or a Master credential, even if the credential would otherwise be authorized for the door at this time.
Manager/Managed - Manager and Managed credentials are used with a special Manager shift type. When this type of shift is in effect, a cardholder assigned a Managed credential will be denied passage through the door until a cardholder with a Manager credential has arrived and presented their credential to the reader.
Master - A master credential works at ALL doors configured in the system, regardless of permission or shift. This is the only credential that will work when a door is in Lockdown Mode.
Status - Only Active credentials belonging to Active cardholders will work at a door. All other credential types (Inactive, Lost, Stolen, Suspended, Expired) are for descriptive purposes only.
Effective Start Date - When the BlueView software detects that the Effective Start Date for a credential has passed, the credential's status will be automatically changed to Active, and the affected doors will be automatically updated. If the Immediate box is checked, the software will not automatically change the credential status. If this is checked, or the status is manually set to Active, then the credential will be effective at the door after the next door update.
Expiration Date - When the BlueView software detects that the Expiration Date has passed, the credential's status will be automatically changed to Expired, and the affected doors will be automatically updated. If the Never box is checked, the software will not automatically change the credential status. If the status is manually set to Active, then the credential will continue to work at the door until the credential status, cardholder status, or permissions change such that the credential is no longer valid.
Note: The Effective Start Date and Expiration Date functionality for credentials relies on the Bluelink Network Service (BNS) running on the server and reliable network communication between the server and the door controllers. The start and end times are not exact - there may be a delay of up to several minutes from the specified start or end time to when the change is effective at the door controller. The size of the delay will depend on how many controllers are being managed by the software and other configuration-specific factors. For this reason, the software will only let you set start and end times to the nearest hour.
If you wish to use dual authentication you can check the Dual Authentication box and enter the second credential. Both credentials must be of the same Credential Type. One exception to this is that 26 Bit Prox Card and 26 Bit PIN can be used together, because they have the same underlying bit format.
When a cardholder has Dual Authentication enabled for their credential, at Doors that have their Authentication Type set to Dual, the cardholder must present both credentials in order (Credential 1, followed by Credential 2) within the Dual Authentication Timeout period (see Advanced Door Configuration), which is 15 seconds by default. At Doors that have their Authentication Type set to Single, the cardholder will only need to present Credential 1.
When the screen loads, at the bottom you will see a list of credentials assigned to this cardholder, whose name appears at the top of the screen.
If you wish to see ALL credentials loaded into the software, click on the Show All button. Beware that on systems with large numbers of cardholders, this can take some time to load. The search box will filter the results as you type. You can search based on card number, facility code or PIN.