Introduction to cardholders in Space
About cardholders
A cardholder is a person who accesses a Space installation by using any type of key. Keys in Space can refer to different types of keys such as physical keys (keycards, fobs or wristbands), or digital keys like the JustIN Mobile app. A cardholder can be a user (a member of staff, for example), a visitor, or a guest.
This section describes how to create users and the management options associated with cardholders. See Hotels for information about hotel guests. See Visitors for information about visitors and Hotels for information about hotel guests.
The information contained in this section only applies to non-hotel sites. Note that guests are treated differently from other types of cardholders. See Hotels for information about hotel guests who also use keys.
Keycards are generally referred to as keys, both in this user guide and in the system itself.
About Cardholder configuration
Although you create and manage users in the Cardholders section in the main menu, certain cardholder configuration tasks must be made in the System > General options > Users and General tabs. These configuration tasks include the following:
- Enable and amend options for users and user keys
- Delete users permanently (this task is the only one that can be done from the General tab with the Number of extra days to keep ID of erased users and operators option)
- Configure user IDs
- Enable and configure tracks for user keys
See Users tab and General tab for more information.
Completing the Cardholders process
Cardholders are generally created and managed by an operator with admin rights (admin operator). This section assumes you are an admin operator or an operator with the corresponding permissions to perform the steps below.
The following process is an example of best practices to follow when creating and managing users. Note that most of these are also applicable to the other types of cardholders.
- Users created and configured
You create user profiles and configure the user options.
- Users associated
You associate access points, user access levels, zones, outputs, and locations/functions with the specified users.
- User access levels created and configured
You create user access levels and configure the user access level options.
- User access levels associated
You associate access points, zones, users, and outputs with the specified user access level.
- Limited occupancy groups created and configured
You create limited occupancy groups and configure the limited occupancy groups options.
- Limited occupancy groups associated
You associate users and limited occupancy areas with the specified limited occupancy groups.
- Cardholder timetables created and configured
You create cardholder timetables and configure the timetable options.