The Cardholder Directory screen will show all the available cardholders in the current partition (see CardHolders). WebBrix separates cards and cardholders. In this section only cardholders will be defined, not cards. Use the cards section of WebBrix to assign cards to cardholders.
CardHolders
On larger systems or systems with many cardholders, use the search box, navigation arrows or rolodex tab to locate a specific cardholder.
To modify an existing cardholder, click the cardholder name.
To add a new cardholder to the system, click the New CardHolder link at the bottom of the CardHolder screen. This will open the New CardHolder screen (See figure New CardHolder).
New CardHolder
There are many New CardHolder properties, but only two of them are required; Last Name and First.
The "Synchronize from directory server" check box is related to the IDHolderDataImporter utility. When a cardholder is imported from an Active Directory server, this check box is checked. This indicates that this cardholder should sync with the matching user in Active Directory. In other words, if the matching user in Active Directory is removed, the related cardholder in WebBrix will also be removed. When manually creating a new cardholder using WebBrix, this check box will NOT be checked.
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Deleting a cardholder in WebBrix will not delete the matching user in the associated Active Directory. |
The "Show Additional Fields" link will expose a set of additional fields (see figure Additional Fields).
Additional Fields
To assign a picture to the cardholder, click the Browse button in the Photo section to locate the desired picture. Once a picture is selected, click the Use This Photo to complete the association. A picture with an aspect ratio of 2x3 will look the best.
To save the current cardholder and create a new card, click the link under Assigned Cards section.
Click Save & Return to save and return to the previous screen or Save & New to save and create another cardholder.