Create New Employee/User (Desktop)
CARDOPZ DESKTOP / EMPLOYEE LIST
Accessing Employee Management
The Employee / User Management List component is accessed as a dedicated tool for:
Creating or Inactivating Users
Attaching Employee Attributes (Emails, Personal Details, Contact Info & Photos)
Printing Employee Cards (RFID)
If you need to export a list for surveillance see - Edit & Review Employee/User
Log Into Cardopz Desktop (Must be installed on local PC)
Select "Employee List" from the left menu
The Employee List interface will display all employee accounts
Employee List Interface Components
Employee List Grid
Displays all employee accounts with key information:
Select Employee: Checkbox allows users to take additional actions (see next section)
Employee ID (aka CardNumber): Unique identifier for each employee
Hire Date: When employee was hired, or created in system.
Name: Employee's name (first, last & Middle)
Gender: (Male/Female/Non-Binary)
Email: Use this as the username / login for your employees
Roles: Assigned security roles and permissions
Age: Have 2 Johns Smiths? Pick the one that's younger/older without more research.
Status : Quickly ID Employees/Users who are active (clear) vs deactivated (locked).
Employee Filters:
Filter: Type a Name or use dropdown to select one or many filters & click 'Refresh' button.
Sort By: Select a field to sort by, then select Ascending/Descending.
Filter / Clear Filters: Click Clear Filters or the Refresh button to update your query.
Selected Employee
Displays all employee accounts with key information & enables Employee Action buttons:
Select Employee: Presents snapshot of employee info & status to confirm you have intended user.
Employee Action Buttons:
Edit Account: To review or update employee attributes or user status (cleared/locked)
Issue Badge: If you create Employee Cards click the Issue Badge button for print dialog.
Change Password: Some, but not all employees log-in. Update a pw here if needed.
Delete Account: Not recommended, better to set as inactive, but deleting an employee will not delete them entirely from the database to assure your reports, table and cage transaction histories will be retained. Deleted accounts will no longer be seen from this or web views and to re-activate a deleted account admins must contact Cardopz Support.
Create Account: Green Button - You do not have to have a record selected to initiate.
Create (Employee) Account
Form for you to Create an employees information:
Required Fields: Hire Date (Must be 18 at time of hire), First Name, Lastname, DOB, & Email.
Set a Password: Requires 1 Upper, 1 Lower & 1 Special Character at a minimum.
Set A Role: See Roles & Permissions for more information.
Take a (Webcam) Photo: Useful for some Cardopz views & for Employee ID Cards.
Update any Attribute: Edit any information, photo or status as needed. The CardNumber (Employee ID) can not be changed, this is set by the system and is unique to each employee.
RFID Card: It is best practice to click into this field and then tap an ID after printing the employees information. This process will assure you are assigning the right card with the exact format.
User Name: To update this, update the employee's email. A username must have a name, an @, and a . - in an email format, however this email does not need to be a functioning email. examples that work:
Best Practice - If you don't assign your employees a functional email - Pick something that is not / cant be used by someone else, to assure they cant reset a password.
Submit Changes: Use the submit button to create your record. Users may need to log out/in if you changed their email or role before changes take effect.
Edit (Employee) Account
Form for you to edit an employees information:
Update any Attribute: Edit any information, photo or status as needed. The CardNumber (Employee ID) can not be changed, this is set by the system and is unique to each employee.
RFID Card: It is best practice to click into this field and then tap an ID after printing the employees information. This process will assure you are assigning the right card with the exact syntax. If you need to update an employee card, delete the information, assure you have no spaces, then scan your new card.
User Name: To update this, update the employee's email. Note - If you don't assign your employees a functional email - Pick something that is not / cant be used by someone else, to assure they cant reset a password.
Submit Changes: Use the submit button to save your changes. Users may need to log out/in if you changed their email or role before changes take effect.
Issue (Employee) Badge - ID CARD
Skip directly to issuing a badge:
Pre-Requisites Configurations :
Select Your Card Printer from: Settings / Card Settings / Card Printer Dropdown (Solid 210/510)
Optional Settings:
Decide if you are printing Employee Images, which print by default. To hide them check the 'Hide Photo' under Settings / Card Settings / Card Printer.
2 Sided Logo: Two sided printers will allow you the ability to print both sides of the ID. If applicable - Admins should set the graphic on the setting tab if you do not have pre-printed cards available.
Click Settings / Card Settings / Employee Card (Button)
From pop-up you can set a new image or default image.
Print Issued Badge
Confirm Settings are Correct
Select User from Employee List
Click Issue Badge & Review Preview Screen
Click Print
Once Complete remember to associate it to your employee - open edit, click the RFID field, then tap the card. Confirm the card read before submitting. It is recommended to test the card with your employee before issuing it to them to start work.
Troubleshooting Badge Printing:
Confirm printer has ribbon & a card loaded with the blank side facing up.
Does the printer have an error displayed - see manufacturers troubleshooting guide.
Printing Duplicates? - Confirm you have single sided printing set as your default
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