Edit an Access Card (How To)

Edit an Access Card   Top

To edit an existing access card:

Find the correct pass
  • Find and open the patron account
  • Go to their Pass/G.C. Tab
  • Find the pass and double-click to open it (or single-click and click the Open button)
alt="Patron
Patron Pass Tab

Review the pass details
alt="Pass
Pass Detail Window

Open the access card list window
  • Click the Cards button
alt="Cards
Cards Button

Select the card to edit
  • On the Access Card List Window, single-click to select the card and click the Open button (or double-click the card)
alt="Access
Access Card List Window

Make the necessary edits
  • Make the necessary edits
alt="Access
Access Card Detail Window

Confirm your choice
  • Click the Ok button to finish the process
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Access Card Detail Window

The access card details have been changed and the detail window closes.

Assign an Access Card   Top

Once a card has been added to a patron, it can be assigned to one or more passes. To assign a card, follow these steps:

Find the correct pass
  • Find and open the patron account
  • Go to their Pass/G.C. Tab
  • Find the pass and double-click to open it (or single-click and click the Open button)
alt="Patron
Patron Pass Tab

Review the pass details
alt="Pass
Pass Detail Window

Open the access card list window
  • Click the Cards button
alt="Cards
Cards Button

Select the correct card
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Access Card List Window

Assign the card
  • Click the Assign button
alt="Assign
Assign Button

The card has now been assigned to the pass.

Deassign an Access Card   Top

To deassign a card (and separate it from a pass), follow these steps:

Find the correct pass
  • Find and open the patron account
  • Go to their Pass/G.C. Tab
  • Find the pass and double-click to open it (or single-click and click the Open button)
alt="Patron
Patron Pass Tab

Review the pass details
alt="Pass
Pass Detail Window

Open the access card list window
  • Click the Cards button
alt="Cards
Cards Button

Select the correct card
alt="Access
Access Card List Window

Deassign the card
  • Click the Deassign button
alt="Deassign
Deassign Button

The card's prior assignment has been removed and it is no longer assigned to the pass.