Applies to: OnCAFE

Summary

Cardholder Groups enable administrators to manage Access Levels for multiple Identities at once. By organizing Identities under shared Access Levels, you can streamline access provisioning, simplify permission audits, and implement schedule or access changes across multiple identities simultaneously. This article provides instructions to create a Cardholder group.

Creating a Cardholder Group

To create a Cardholder group:

1. Log in to OnCAFE.
    
2. In the navigation bar on the left, click Identities > Cardholder Groups.
   
   
    
3. In the top-right corner, click Create Cardholder Group.
   
   
    
4. Enter group details. 
   
   
   
   Cardholder Group Name – a descriptive name (e.g., Warehouse Staff)
   Description – to clarify the group’s purpose (optional)
    
5. Click Next. 
   
   A list of all available Access Levels is displayed.
    
6. Check the box next to one or more Access Level to assign to this group, then click Next.
   
   
    
7. Use the drop-down filters to sort cardholders by location, role, and/or status.
   
   
    
8. Select the desired cardholders and click the Plus (+) icon  to move that Identity to the Added Cardholders section.
    
9. Click Save & Close.