Person Management

Add and manage persons for access control, video intercom and time & attendance — organizations, single person details, credentials (card, fingerprint, face), batch import/export, card issuing and card loss reporting.

You can add person information to the system for further operations such as access control, video intercom, time and attendance, etc. You can manage the added persons such as issuing cards to them in a batch, importing and exporting person information in a batch, etc.

Add Organization

You can add an organization and import person information to the organization for effective management of the persons. You can also add a surbodinate organization for the added one.

Steps

Enter Person module.
Select a parent organization in the left column and click Add in the upper-left corner to add an organization.
Create a name for the added organization.

Up to 10 levels of organizations can be added.
Optional: Perform the following operation(s).
- Edit Organization — Hover the mouse on an added organization and click to edit its name.
- Delete Organization — Hover the mouse on an added organization and click to delete it.
  - Note: The lower-level organizations will be deleted as well if you delete an organization. Make sure there is no person added under the organization, or the organization cannot be deleted.
- Show Persons in Sub Organization — Check Show Persons in Sub Organization and select an organization to show persons in its sub organizations.

Add Single Person

You can add persons to the client software one by one. The person information contains basic information, detailed information, profiles, access control information, credentials, custom information, etc.

Configure Basic Information

You can add person to the client software one by one and configure the person's basic information such as name, gender, phone number, etc.

Steps

Enter Person module.
Select an organization in the organization list to add the person.
Click Add to open the adding person window. The Person ID will be generated automatically.
Enter the basic information including person name, gender, tel, email address, etc.
Optional: Set the effective period of the person. Once expired, the credentials and access control settings of the person will be invalid and the person will have no authorization to access the doors\floors.

Example

For example, if the person is a visitor, his/her effective period may be short and temporary.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Issue a Card to One Person

When adding person, you can issue a card with a unique card number to the person as a credential. After issued, the person can access the doors which he/she is authorized to access by swiping the card on the card reader.

Steps

Up to five cards can be issued to one person.

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Credential → Card panel, click .
Enter the card number.
- Enter the card number manually.
- Place the card on the card enrollment station or card reader and click Read to get the card number. The card number will display in the Card No. field automatically.
  
  You need to click Settings to set the card issuing mode and related parameters first. For details, refer to Set Card Issuing Parameters.
Select the card type according to actual needs.
- Normal Card — The card is used for opening doors for normal usage.
- Duress Card — When the person is under duress, he/she can swipe the duress card to open the door. The door will be unlocked and the client will receive a duress event to notify the security personnel.
- Patrol Card — This card is used for the inspection staff to check the their attendance of inspection. By swiping the card on the specified card reader, the person is marked as on duty of inspection at that time.
- Dismiss Card — By swiping the card on the card reader, it can stop the buzzing of the card reader.
Click Add. The card will be issued to the person.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Upload a Face Photo from Local PC

When adding person, you can upload a face photo stored in local PC to the client as the person's profile.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
Click Add Face in the Basic Information panel.
Select Upload.
Select a picture from the PC running the client.

The picture should be in JPG or JPEG format and smaller than 200 KB.
Optional: Enable Verify by Device to check whether the facial recognition device managed in the client can recognize the face in the photo.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Take a Photo via Client

When adding person, you can take a photo of the person by the webcam of the PC running the client and set this photo as the person's profile.

Before You Start

Add at least one access control device checking whether the face in the photo can be recognized by the facial recognition device managed by the client.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
Click Add Face in the Basic Information panel.
Select Take Photo.
Connect the face scanner to the PC running the client.
Optional: Enable Verify by Device to check whether the facial recognition device managed in the client can recognize the face in the photo.
Take a photo.
1. Face to the webcam of the PC and make sure your face is in the middle of the collecting window.
2. Click to capture a face photo.
3. Optional: Click to capture again.
4. Click OK to save the captured photo.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Collect Face via Access Control Device

When adding person, you can collect the person's face via access control device added to the client which supports facial recognition function.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
Click Add Face in the Basic Information panel.
Select Remote Collection.
Select an access control device which supports face recognition function from the drop-down list.
Collect face.
1. Face to the camera of the selected access control device and make sure your face is in the middle of the collecting window.
2. Click to capture a photo.
3. Click OK to save the captured photo.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Collect Fingerprint via Client

Collecting fingerprints locally means you can collect the fingerprint via the fingerprint recorder connected directly to the PC running the client. The fingerprints recorded can be used as credentials of the persons to access the authorized doors.

Before You Start

Connect the fingerprint recorder to the PC running the client.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Credential → Fingerprint panel, click .
In the pop-up window, select the collection mode as Local.
Select the model of the connected fingerprint recorder.
Collect the fingerprint.
1. Click Start.
2. Place and lift your fingerprint on the fingerprint recorder to collect the fingerprint.
3. Click Add to save the recorded fingerprint.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Collect Fingerprint via Access Control Device

When adding person, you can collect fingerprint information via the access control device's fingerprint module. The fingerprints recorded can be used as credentials of the persons to access the authorized doors.

Before You Start

Make sure fingerprint collection is supported by the access control device.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Credential → Fingerprint panel, click .
In the pop-up window, select the collection mode as Remote.
Select an access control device which supports fingerprint recognition function from the drop-down list.
Collect the fingerprint.
1. Click Start.
2. Place and lift your fingerprint on the fingerprint scanner of the selected access control device to collect the fingerprint.
3. Click Add to save the recorded fingerprint.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Configure Access Control Information

When adding a person, you can set her/his access control properties, such as setting the person as visitor or as blacklist person, or as super user who has super authorization.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Access Control panel, set the person's access control properties.
- PIN Code — The PIN code must be used after card or fingerprint when accessing. It cannot be used independently. It should contain 4 to 8 digits.
- Super User — If the person is set as a super user, he/she will have authorization to access all the doors/floors and will be exempted from remaining closed restrictions, all anti-passback rules, and first person authorization.
- Extended Door Open Time — When the person accessing door, grant this person more time to pass through doors which have been configured with extended open duration. Use this function for the persons with reduced mobility. For details about setting the door's open duration, refer to Configure Parameters for Door/Elevator.
- Add to Blacklist — Add the person to the blacklist and when the person tries to access doors/floors, an event will be triggered and send to the client to notify the security personnel.
- Mark as Visitor — If the person is a visitor, set the maximum times of authentications, including access by card and fingerprint to limit the visitor's access times.
  - Note: The maximum times of authentications should be between 1 and 100.
- Device Operator — For person with device operator role, he/she is authorized to operate on the access control devices.
The Super User, Extended Door Open Time, Add to Blacklist, and Mark as Visitor functions cannot be enabled concurrently. For example, if one person is set as super user, you cannot enable extended door open time for her/him, add her/him to the blacklist, or set her/him as visitor.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Customize Person Information

You can customize the person properties which are not pre-defined in the client according to actual needs, e.g., place of birth. After customizing, when add a person, you can enter the custom information to make the person information complete.

Steps

Enter Person module.
Set the fields of custom information.
1. Click Custom Property.
2. Click Add to add a new property.
3. Enter the property name.
4. Click OK.
Set the custom information when adding a person.
1. Select an organization in the organization list to add the person and click Add.
  
  Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
2. In the Custom Information panel, enter the person information.
3. Click Add to add the person and close the Add Person window, or click Add and New to add the person and continue to add other persons.

Configure Resident Information

If the person is resident, for video intercom purpose, you need to set the room number for her/him and bind an indoor station. After bound, you can call this person by calling the indoor station and perform video intercom with her/him.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Resident Information panel, select the indoor station to bind it to the person.

If you select Analog Indoor Station, the Door Station field will display and you are required to select the door station to communicate with the analog indoor station.
Enter the floor No. and room No. of the person.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Configure Additional Information

When adding person, you can configure the additional information for the person, such as person's identity type, identity No., country, etc., according to actual needs.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Additional Information panel, enter the additional information of the person, including person's ID type, ID No., job title, etc., according to actual needs.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Import and Export Person Identify Information

You can import the information and pictures of multiple persons to the client software in a batch. Meanwhile, you can also export the person information and pictures and save them in your PC.

Import Person Information

You can enter the information of multiple persons in a predefined template (a CSV file) to import the information to the client in a batch.

Steps

Enter the Person module.
Select an added organization in the list, or click Add in the upper-left corner to add an organization and then select it.
Click Import to open the Import panel.
Select Person Information as the importing mode.
Click Download Template for Importing Person to download the template.
Enter the person information in the downloaded template.
- If the person has multiple cards, separate the card No. with semicolon.
- Items with asterisk are required.
- By default, the Hire Date is the current date.
Click to select the CSV file with person information.
Click Import to start importing.
- If a person No. already exists in the client's database, delete the existing information before importing.
- You can import information of no more than 10,000 persons.

Import Person Pictures

After importing face pictures for the added persons to the client, the persons in the pictures can be identified by an added face recognition terminal. You can either import person pictures one by one, or import multiple pictures at a time according to your need.

Before You Start

Be sure to have imported person information to the client beforehand.

Steps

Enter the Person module.
Select an added organization in the list, or click Add in the upper-left corner to add an organization and then select it.
Click Import to open the Import panel and check Face.
Optional: Enable Verify by Device to check whether face recognition device managed in the client can recognize the face in the photo.
Click to select a face picture file.
- The (folder of) face pictures should be in ZIP format.
- Each picture file should be in JPG format and should be no larger than 200 KB.
- Each picture file should be named as "Person ID_Name". The Person ID should be the same with that of the imported person information.
Click Import to start importing. The importing progress and result will be displayed.

Export Person Information

You can export the added persons' information to local PC as a CSV file.

Before You Start

Make sure you have added persons to an organization.

Steps

Enter the Person module.
Optional: Select an organization in the list.

All persons' information will be exported if you do not select any organization.
Click Export to open the Export panel and check Person Information as the content to export.
Check desired items to export.
Click Export to save the exported CSV file in your PC.

Export Person Pictures

You can export face picture file of the added persons and save in your PC.

Before You Start

Make sure you have added persons and their face pictures to an organization.

Steps

Enter the Person module.
Optional: Select an organization in the list.

All persons' face pictures will be exported if you do not select any organization.
Click Export to open the Export panel and check Face as the content to export.
Click Export to start exporting.
- The exported file is in ZIP format.
- The exported face picture is named as "Person ID_Name_0" ("0" is for a full-frontal face).

Get Person Information from Access Control Device

If the added access control device has been configured with person information (including person details, fingerprint, and issued card information), you can get the person information from the device and import them to the client for further operations.

Steps

If the person name stored in the device is empty, the person name will be filled with the issued card No. after importing to the client.
The gender of the persons will be Male by default.
If the card number or person ID (employee ID) stored on the device already exists in the client database, the person with this card number or person ID will not be imported to the client.

Enter Person module.
Select an organization to import the persons.
Click Get from Device.
Select the access control device from the drop-down list.
Click Get to start importing the person information to the client. The person information, including person details, person's fingerprint information (if configured), and the linked cards (if configured), will be imported to the selected organization.

Move Persons to Another Organization

You can move the added persons to another organization if you need.

Before You Start

Make sure you have added at least two organizations.
Make sure you have imported person information.

Steps

Enter Person module.
Select an organization in the left panel. The persons under the organization will be displayed in the right panel.
Select the person to move.
Click Change Organization.
Select the organization to move persons to.
Click OK.

Issue Cards to Persons in Batch

The client provides a convenient way to issue cards to multiple persons in a batch.

Steps

Enter Person module.
Click Batch Issue Cards. All the added persons with no card issued will display.
Set the card issuing parameters. For details, refer to Set Card Issuing Parameters.
Click Initialize to initialize the card enrollment station or card reader to make it ready for issuing cards.
Click the card number column and enter the card number.
- Place the card on the card enrollment station.
- Swipe the card on the card reader.
- Enter the card number manually and press Enter key on your keyboard.
The card number will be read automatically and the card will be issued to the person in the list.
Repeat the above step to issue the cards to the persons in the list in sequence.

Report Card Loss

If the person lost his/her card, you can report the card loss so that the card's related access authorization will be inactive.

Steps

Enter Person module.
Select the person you want to report card loss for and click Edit to open the Edit Person window.
In the Credential → Card panel, click on the added card to set this card as lost card. After reporting card loss, the access authorization of this card will be invalid and inactive. Other person who gets this card cannot access the doors by swiping this lost card.
Optional: If the lost card is found, you can click to cancel the loss. After cancelling card loss, the access authorization of the person will be valid and active.
If the lost card is added in one access group and the access group is applied to the device already, after reporting card loss or cancelling card loss, a window will pop up to notify you to apply the changes to the device. After applying to device, these changes can take effect on the device.

Set Card Issuing Parameters

The client provides two modes for reading a card's number: via card enrollment station or via the card reader of the access control device. If a card enrollment station is available, connect it to the PC running the client by USB interface or COM, and place the card on the card enrollment to read the card number. If not, you can also swipe the card on the card reader of the added access control device to get the card number. As a result, before issuing a card to one person, you need to set the card issuing parameters including the issuing mode and related parameters.

When adding a card to one person, click Settings to open the Card Issuing Settings window.

Local Mode: Issue Card by Card Enrollment Station

Connect a card enrollment station to the PC running the client. You can place the card on the card enrollment station to get the card number.

Card Enrollment Station — Select the model of the connected card enrollment station.

Currently, the supported card enrollment station models include LTKE100ME.
Card Type — This field is only available when the model is LTKE100ME. Select the card type as EM card or IC card according to the actual card type.
Buzzing — Enable or disable the buzzing when the card number is read successfully.
Card No. Type — Select the type of the card number according to actual needs.
M1 Card Encryption — This field is only available when the model is LTKE100ME. If the card is M1 card, and if you need to enable the M1 Card Encryption function, you should enable this function and select the sector of the card to encrypt.

Remote Mode: Issue Card by Card Reader

Select an access control device added in the client and swipe the card on its card reader to read the card number.

Add Organization

You can add an organization and import person information to the organization for effective management of the persons. You can also add a surbodinate organization for the added one.

Steps

Enter Person module.
Select a parent organization in the left column and click Add in the upper-left corner to add an organization.
Create a name for the added organization.

Up to 10 levels of organizations can be added.
Optional: Perform the following operation(s).
- Edit Organization — Hover the mouse on an added organization and click to edit its name.
- Delete Organization — Hover the mouse on an added organization and click to delete it.
  - Note: The lower-level organizations will be deleted as well if you delete an organization. Make sure there is no person added under the organization, or the organization cannot be deleted.
- Show Persons in Sub Organization — Check Show Persons in Sub Organization and select an organization to show persons in its sub organizations.

Add Single Person

Configure Basic Information

You can add person to the client software one by one and configure the person's basic information such as name, gender, phone number, etc.

Steps

Enter Person module.
Select an organization in the organization list to add the person.
Click Add to open the adding person window. The Person ID will be generated automatically.
Enter the basic information including person name, gender, tel, email address, etc.
Optional: Set the effective period of the person. Once expired, the credentials and access control settings of the person will be invalid and the person will have no authorization to access the doors\floors.

Example

For example, if the person is a visitor, his/her effective period may be short and temporary.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Issue a Card to One Person

Steps

Up to five cards can be issued to one person.

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Credential → Card panel, click .
Enter the card number.
- Enter the card number manually.
- Place the card on the card enrollment station or card reader and click Read to get the card number. The card number will display in the Card No. field automatically.
  
  You need to click Settings to set the card issuing mode and related parameters first. For details, refer to Set Card Issuing Parameters.
Select the card type according to actual needs.
- Normal Card — The card is used for opening doors for normal usage.
- Duress Card — When the person is under duress, he/she can swipe the duress card to open the door. The door will be unlocked and the client will receive a duress event to notify the security personnel.
- Patrol Card — This card is used for the inspection staff to check the their attendance of inspection. By swiping the card on the specified card reader, the person is marked as on duty of inspection at that time.
- Dismiss Card — By swiping the card on the card reader, it can stop the buzzing of the card reader.
Click Add. The card will be issued to the person.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Upload a Face Photo from Local PC

When adding person, you can upload a face photo stored in local PC to the client as the person's profile.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
Click Add Face in the Basic Information panel.
Select Upload.
Select a picture from the PC running the client.

The picture should be in JPG or JPEG format and smaller than 200 KB.
Optional: Enable Verify by Device to check whether the facial recognition device managed in the client can recognize the face in the photo.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Take a Photo via Client

When adding person, you can take a photo of the person by the webcam of the PC running the client and set this photo as the person's profile.

Before You Start

Add at least one access control device checking whether the face in the photo can be recognized by the facial recognition device managed by the client.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
Click Add Face in the Basic Information panel.
Select Take Photo.
Connect the face scanner to the PC running the client.
Optional: Enable Verify by Device to check whether the facial recognition device managed in the client can recognize the face in the photo.
Take a photo.
1. Face to the webcam of the PC and make sure your face is in the middle of the collecting window.
2. Click to capture a face photo.
3. Optional: Click to capture again.
4. Click OK to save the captured photo.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Collect Face via Access Control Device

When adding person, you can collect the person's face via access control device added to the client which supports facial recognition function.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
Click Add Face in the Basic Information panel.
Select Remote Collection.
Select an access control device which supports face recognition function from the drop-down list.
Collect face.
1. Face to the camera of the selected access control device and make sure your face is in the middle of the collecting window.
2. Click to capture a photo.
3. Click OK to save the captured photo.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Collect Fingerprint via Client

Before You Start

Connect the fingerprint recorder to the PC running the client.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Credential → Fingerprint panel, click .
In the pop-up window, select the collection mode as Local.
Select the model of the connected fingerprint recorder.
Collect the fingerprint.
1. Click Start.
2. Place and lift your fingerprint on the fingerprint recorder to collect the fingerprint.
3. Click Add to save the recorded fingerprint.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Collect Fingerprint via Access Control Device

Before You Start

Make sure fingerprint collection is supported by the access control device.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Credential → Fingerprint panel, click .
In the pop-up window, select the collection mode as Remote.
Select an access control device which supports fingerprint recognition function from the drop-down list.
Collect the fingerprint.
1. Click Start.
2. Place and lift your fingerprint on the fingerprint scanner of the selected access control device to collect the fingerprint.
3. Click Add to save the recorded fingerprint.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Configure Access Control Information

When adding a person, you can set her/his access control properties, such as setting the person as visitor or as blacklist person, or as super user who has super authorization.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Access Control panel, set the person's access control properties.
- PIN Code — The PIN code must be used after card or fingerprint when accessing. It cannot be used independently. It should contain 4 to 8 digits.
- Super User — If the person is set as a super user, he/she will have authorization to access all the doors/floors and will be exempted from remaining closed restrictions, all anti-passback rules, and first person authorization.
- Extended Door Open Time — When the person accessing door, grant this person more time to pass through doors which have been configured with extended open duration. Use this function for the persons with reduced mobility. For details about setting the door's open duration, refer to Configure Parameters for Door/Elevator.
- Add to Blacklist — Add the person to the blacklist and when the person tries to access doors/floors, an event will be triggered and send to the client to notify the security personnel.
- Mark as Visitor — If the person is a visitor, set the maximum times of authentications, including access by card and fingerprint to limit the visitor's access times.
  - Note: The maximum times of authentications should be between 1 and 100.
- Device Operator — For person with device operator role, he/she is authorized to operate on the access control devices.
The Super User, Extended Door Open Time, Add to Blacklist, and Mark as Visitor functions cannot be enabled concurrently. For example, if one person is set as super user, you cannot enable extended door open time for her/him, add her/him to the blacklist, or set her/him as visitor.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Customize Person Information

Steps

Enter Person module.
Set the fields of custom information.
1. Click Custom Property.
2. Click Add to add a new property.
3. Enter the property name.
4. Click OK.
Set the custom information when adding a person.
1. Select an organization in the organization list to add the person and click Add.
  
  Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
2. In the Custom Information panel, enter the person information.
3. Click Add to add the person and close the Add Person window, or click Add and New to add the person and continue to add other persons.

Configure Resident Information

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Resident Information panel, select the indoor station to bind it to the person.

If you select Analog Indoor Station, the Door Station field will display and you are required to select the door station to communicate with the analog indoor station.
Enter the floor No. and room No. of the person.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Configure Additional Information

When adding person, you can configure the additional information for the person, such as person's identity type, identity No., country, etc., according to actual needs.

Steps

Enter Person module.
Select an organization in the organization list to add the person and click Add.

Enter the person's basic information first. For details about configuring person's basic information, refer to Configure Basic Information.
In the Additional Information panel, enter the additional information of the person, including person's ID type, ID No., job title, etc., according to actual needs.
Confirm to add the person.
- Click Add to add the person and close the Add Person window.
- Click Add and New to add the person and continue to add other persons.

Import and Export Person Identify Information

You can import the information and pictures of multiple persons to the client software in a batch. Meanwhile, you can also export the person information and pictures and save them in your PC.

Import Person Information

You can enter the information of multiple persons in a predefined template (a CSV file) to import the information to the client in a batch.

Steps

Enter the Person module.
Select an added organization in the list, or click Add in the upper-left corner to add an organization and then select it.
Click Import to open the Import panel.
Select Person Information as the importing mode.
Click Download Template for Importing Person to download the template.
Enter the person information in the downloaded template.
- If the person has multiple cards, separate the card No. with semicolon.
- Items with asterisk are required.
- By default, the Hire Date is the current date.
Click to select the CSV file with person information.
Click Import to start importing.
- If a person No. already exists in the client's database, delete the existing information before importing.
- You can import information of no more than 10,000 persons.

Import Person Pictures

Before You Start

Be sure to have imported person information to the client beforehand.

Steps

Enter the Person module.
Select an added organization in the list, or click Add in the upper-left corner to add an organization and then select it.
Click Import to open the Import panel and check Face.
Optional: Enable Verify by Device to check whether face recognition device managed in the client can recognize the face in the photo.
Click to select a face picture file.
- The (folder of) face pictures should be in ZIP format.
- Each picture file should be in JPG format and should be no larger than 200 KB.
- Each picture file should be named as "Person ID_Name". The Person ID should be the same with that of the imported person information.
Click Import to start importing. The importing progress and result will be displayed.

Export Person Information

You can export the added persons' information to local PC as a CSV file.

Before You Start

Make sure you have added persons to an organization.

Steps

Enter the Person module.
Optional: Select an organization in the list.

All persons' information will be exported if you do not select any organization.
Click Export to open the Export panel and check Person Information as the content to export.
Check desired items to export.
Click Export to save the exported CSV file in your PC.

Export Person Pictures

You can export face picture file of the added persons and save in your PC.

Before You Start

Make sure you have added persons and their face pictures to an organization.

Steps

Enter the Person module.
Optional: Select an organization in the list.

All persons' face pictures will be exported if you do not select any organization.
Click Export to open the Export panel and check Face as the content to export.
Click Export to start exporting.
- The exported file is in ZIP format.
- The exported face picture is named as "Person ID_Name_0" ("0" is for a full-frontal face).

Get Person Information from Access Control Device

Steps

If the person name stored in the device is empty, the person name will be filled with the issued card No. after importing to the client.
The gender of the persons will be Male by default.
If the card number or person ID (employee ID) stored on the device already exists in the client database, the person with this card number or person ID will not be imported to the client.

Enter Person module.
Select an organization to import the persons.
Click Get from Device.
Select the access control device from the drop-down list.
Click Get to start importing the person information to the client. The person information, including person details, person's fingerprint information (if configured), and the linked cards (if configured), will be imported to the selected organization.

Move Persons to Another Organization

You can move the added persons to another organization if you need.

Before You Start

Make sure you have added at least two organizations.
Make sure you have imported person information.

Steps

Enter Person module.
Select an organization in the left panel. The persons under the organization will be displayed in the right panel.
Select the person to move.
Click Change Organization.
Select the organization to move persons to.
Click OK.

Issue Cards to Persons in Batch

The client provides a convenient way to issue cards to multiple persons in a batch.

Steps

Enter Person module.
Click Batch Issue Cards. All the added persons with no card issued will display.
Set the card issuing parameters. For details, refer to Set Card Issuing Parameters.
Click Initialize to initialize the card enrollment station or card reader to make it ready for issuing cards.
Click the card number column and enter the card number.
- Place the card on the card enrollment station.
- Swipe the card on the card reader.
- Enter the card number manually and press Enter key on your keyboard.
The card number will be read automatically and the card will be issued to the person in the list.
Repeat the above step to issue the cards to the persons in the list in sequence.

Report Card Loss

If the person lost his/her card, you can report the card loss so that the card's related access authorization will be inactive.

Steps

Enter Person module.
Select the person you want to report card loss for and click Edit to open the Edit Person window.
In the Credential → Card panel, click on the added card to set this card as lost card. After reporting card loss, the access authorization of this card will be invalid and inactive. Other person who gets this card cannot access the doors by swiping this lost card.
Optional: If the lost card is found, you can click to cancel the loss. After cancelling card loss, the access authorization of the person will be valid and active.
If the lost card is added in one access group and the access group is applied to the device already, after reporting card loss or cancelling card loss, a window will pop up to notify you to apply the changes to the device. After applying to device, these changes can take effect on the device.

Set Card Issuing Parameters

When adding a card to one person, click Settings to open the Card Issuing Settings window.

Local Mode: Issue Card by Card Enrollment Station

Connect a card enrollment station to the PC running the client. You can place the card on the card enrollment station to get the card number.

Card Enrollment Station — Select the model of the connected card enrollment station.

Currently, the supported card enrollment station models include LTKE100ME.
Card Type — This field is only available when the model is LTKE100ME. Select the card type as EM card or IC card according to the actual card type.
Buzzing — Enable or disable the buzzing when the card number is read successfully.
Card No. Type — Select the type of the card number according to actual needs.
M1 Card Encryption — This field is only available when the model is LTKE100ME. If the card is M1 card, and if you need to enable the M1 Card Encryption function, you should enable this function and select the sector of the card to encrypt.

Remote Mode: Issue Card by Card Reader

Select an access control device added in the client and swipe the card on its card reader to read the card number.

目錄

Person Management

目錄