SG9 Web Client - Galaxy Control Systems

QUICK STEPS: Creating a New Cardholder
SG Web Client ~ User Mini‐Guide
You must create and save a new cardholder before you can add a Photograph or
card and loop privileges.
1. Click the Personnel menu option (left side)
2. Click the ADD NEW button on the Personnel page
3. Enter the Last Name, First Name
4. Select the Customer and Department (if used) – note that if the operator is
assigned to a Customer, you will not see the Customer droplist and the
cardholder will automatically be linked to the same Customer as the operator.
5. Click the SAVE button to commit the initial cardholder record to the database
The cardholder name will now appear in the Cardholder droplist after it saves.
QUICK STEPS: Adding a Photograph to a Cardholder
NOTE: the Cardholder must already be saved in the database before the
CAMERA icon is visible on the Personal tab.
1. Click the Personnel menu option (left side)
2. Click the SEARCH NOW button (using criteria as needed)
3. Select the Cardholder Name from the Cardholder droplist
4. Select the Personal Tab and click the CAMERA ICON
5. Click the BROWSE button to locate the photograph (jpg) file
6. Select the file name and click OPEN to attach the file
7. Click UPLOAD IMAGE button to load the photo in the browser
8. (optional) Use the crop handles to select the part of the photo to be cropped
9. Click the CROP IMAGE button to accept the picture size
10. Click the SAVE IMAGE button to add the photo and return to Personal tab
11. Click the SAVE button to save the cardholder changes.
Page 54 of 98