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SG9 Web Client - Galaxy Control Systems

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Searching for Cardholders / Personnel<br />

SG <strong>Web</strong> <strong>Client</strong> ~ User Mini‐Guide<br />

When the <strong>Web</strong> Operator first logs into the <strong>Web</strong> <strong>Client</strong>, the Personnel screen will be blank and<br />

the Cardholder List will be empty.<br />

In order to populate the cardholder list with existing records, you must search the database.<br />

You can retrieve all the cardholders in the database<br />

You can retrieve all cardholders by customer assignment<br />

You can retrieve cardholders based on search criteria<br />

You can retrieve cardholders by customer and based on search criteria<br />

RETRIEVE ALL CARDHOLDERS (NO SEARCH CRITERIA)<br />

The <strong>Web</strong> <strong>Client</strong> will return all the cardholders when the SEARCH NOW button is used if<br />

the operator does not provide search criteria.<br />

If the operator logon is not assigned to a customer, then all the cardholders in the<br />

database will be returned.<br />

If the operator logon is assigned to a customer, then only the cardholders who are<br />

assigned to the same customer will be returned.<br />

1. Logon as a <strong>Web</strong> Operator (with or without customer assignment)<br />

2. Select the Personnel button on the left-hand menu<br />

3. do not enter search criteria<br />

4. Click the SEARCH NOW button to populate the cardholder list<br />

5. the Cardholder list will be populated with all the cardholders (or all the<br />

cardholders associated with an operator’s customer as appropriate)<br />

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