Step-by-step process
Open Security Center:
- Launch Security Center Tool and connect to the Directory.
Navigate to user management:
- Go to Cardholder Management.
Create the user entry:
- Click Add (or New) User.
- Enter Username (unique), Display name, and optional Contact details.
Set credentials:
- Assign a card using a door reader or USB reader connected to the PC
- Set account status (Enabled) and any lockout thresholds if policy dictates.
Assign roles and privileges:
- Add the user to one or more Roles (e.g., DHL, Couriers, All Access roles).
Test the account:
- Validate they can access only the intended doors and can acknowledge events as expected.
Best practices
- Naming convention: Use a consistent pattern for clarity in audits.
- Least privilege: Start minimal; add privileges only when a real need emerges.
- Document changes: Record who created/edited the account, what was assigned, and link to the access request ticket.
- Periodic reviews: Run quarterly access reviews to prune stale accounts and align with org changes.
Troubleshooting and verification
- Login fails: Check account status, password policy, and Directory connectivity.
- Missing access: Confirm role membership and entity visibility.