CardExchange Solutions Documentation
Card Credential Options
- Roman Villandry
General
Credential Settings
Auto Create Credential - Enabling this option will automatically create card credentials for Persons with Profiles.
💡 Remember that profile restrictions may prevent card templates from being created automatically. Once a person’s record has met the requirements of the Profile, the card will be created. Photo Required to Create Credential** - Enable to restrict creating new cards under the Profile without a Person Photo.
Credential Start Date - Select the default date for the Start Date for automatically created cards
Use Current Date: Uses the current date of when the card is created.
Follow Profile Start Date: Uses the start date in the Profile as a reference for the card start date.
Credential Expiry Date - Select the expiration date type for automatically created cards
Fixed Date: Set a fixed date in which card credentials expire.
Fixed Number of Days: Set a number of days from the Start Date to expire the card (For example, 1095 days would set the expiration three years from the card creation.)
Follow Profile End Date: Uses the Profile’s End Date as a reference to expire the card.
Default Credential Type - Select the default credential type for the card created.
Default Credential Encryption - Select the default encryption type for the card created.
Auto Activate Credential When Profile is Extended - Enable this option to allow card credentials awaiting activation to be activated automatically once the Profile End Date has been extended to a valid date.
Custom Block Reasons
Custom block reasons can be added to allow for greater expression in the Card Blocking process. Select the field and start typing the reason you wish to see in the system, then press Enter to confirm.
Make sure to select Save when editing these options.
After adding the custom block reasons to the setup, they will need to be enabled in the Card Credential options Block reasons section. See the Manage Card Credentials section to learn more
Credential Columns
This section lets you add additional table fields in the Person Credentials section of Controller.
The following columns are available to add:
PACS Facility Code
PACS Card Number
Custom Credential Number
Enable this option to create a custom format for the Card Number assigned to card credentials. Multiple columns from Controller can be selected to build the custom format.
Select the columns in the order you wish to see the format in.
Custom Credential Options:
Person Number: Uses the Person Number as a reference.
Issue Number: The current number of cards issued to the Profile. Starts at one.
FreeFields: The Controller system offers 15 FreeFields for further customization.
Categories
A Credential Category is essentially the type of card you wish to produce. You can set up multiple types of Credential Categories for different purposes.
Managing Credential Categories
To add a new Credential Category, click on the + button in the top right, indicated below.
In the box that appears on the right, fill in the name of the Category and provide a description. You can also set it to Active. Click on Save to save your changes, or Cancel to discard your changes, and return to the Credential Category Overview.
Credential Types
There are many different options to identify yourself within an organization. From basic plastic cards with no technology to highly advanced cryptographic cards that contain certificates for advanced single sign-on. Also, digital IDs are getting more popular within organizations, where it begins with an ID presented as an optical representation of the person on the phone, including or not including 2D barcodes, to high-security mobile IDs like those offered by HID® Mobile Access and SafeTrust.
Managing Credential Types
To add a new credential type, select the New + button in the top corner.
Name - Enter a name for the Credential Type. This can indicate the card technology used by the card.
Examples: Contactless Technologies: MIFARE® Classic, MIFARE® DESFire, MIFARE® Ultralight. Magnetic Stripe, Plain Cards
Type - Specify the type or version of the card.
Examples: EV1, EV2, PVC, Plain Stock
Category - Select a category to assign this credential type to. Only one category can be selected at a time, but a category can have multiple credential types.
Capacity - Enter a value of the card capacity in cases of encoded cards.
Block Reason - Select a block reason for the credential type available when blocking the card.
Use Card chip serial number - When enabled, the card chip serial number read from the Production table will be used as the card number in the final activate credential.
Default - Enable to set this credential type as the default credential type when credentials are automatically added to a card profile without a card type preference provided.
Active - Enable setting an active credential type that can be used in the system.