Assigning Credentials to a User

You can select to automate the credentials for the new user by swiping their card at a specific reader or selecting a default card profile and manually entering the card number.

The Add credential wizard guides you through the process of assigning a card to a user.

1. Click Users on the left navigation pane.
2. Add or find the user.

3. In the Assign Roles section, click + Add credential.

   The Add credential dialog box displays.

   To scan a new card as a credential for a user

   1. Swipe the physical card at the selected reader.
   2. Click .
   To use an existing card profile as a credential

   1. Go to the list of existing credential profiles section of the Add credential dialog box.
   2. Select the appropriate tab to view All or Recently Used credentials.
   3. Find and select the card credential profile to be used.
   4. Click Select on the credential profile tile.
   5. Click Select Reader, to find and select the appropriate reader.
   6. Click Use.

   7. Swipe the card.

      Or click Skip and Next to enter the card number manually.

   To use a biometric face as a credential

   1. Go to the list of existing credential profiles section of the Add credential dialog box.
   2. Select the appropriate tab to view All or Recently Used credentials.
   3. Find and select the biometric face credential profile to be used.
   4. On the Face Biometrics step, click Select Reader to find and select the appropriate biometric face reader.
   5. Click Use on the selected biometric reader card.
   6. Scan the face credential by taking a photograph from a connected integrated biometric reader.
   7. Click .
   8. Select the appropriate captured image.
   9. Either manually or automatically set a Wiegand card to associate with the user.
   How to use a license plate as a credential

   1. Go to the list of existing credential profiles section of the Add credential dialog box.
   2. Select the appropriate tab to view All or Recently Used credentials.
   3. Find and select the license plate profile to be used.
   4. Find and select a license plate credential profile.
   5. Enter the License Plate number.
   To use a QR code as a credential

   1. Go to the list of existing credential profiles section of the Add credential dialog box.
   2. Select the appropriate tab to view All or Recently Used credentials.
   3. Find and select the QR code profile to be used.
   4. Enter or check the Number.
   5. Enter the Issue and Facility numbers.
   How to use a user ID as a credential

   1. Go to the list of existing credential profiles section of the Add credential dialog box.
   2. Select the appropriate tab to view All or Recently Used credentials.
   3. Find and select the user ID profile to be used.
   4. Click Select to choose the organization the user ID belongs to.
   5. Choose an organization then click Select.
   6. Click .
   7. Enter a unique User ID.
   8. Enter a PIN or click Generate PIN.
4. Verify the details.

   At this stage, you can change the Credential Name, if needed. Click to edit the current credential name to something that is more suitable, if the default is, for example, a card number.

5. Click Complete.