User's Manual

Chapter 5: Managing B.A.S.I.S.® G Cardholders
5 – 4
Notes To create a cardholder:
1 From System Administration, click Administration >
Cardholders.
2 Click Add.
The Add Cardholders window displays
3 Complete all appropriate fields in the form.
Note Completion of at least the last name field is required to tem-
porarily save the cardholder record. Only complete those
fields that are necessary for your business.
Tip To more efficiently add cardholders, use the B.A.S.I.S. List
Builder feature described on page 5-3.
4 Click the Badge tab.
Figure 5.2 Adding cardholders
Completion of at
least the last
name field is
required to tem-
porarily save
the cardholder
record.
Only complete
those fields that
are necessary
for your busi-
ness or institu-
tion.