Area Management Set Up
Version number dffe1ef on 25 August
Area Management supports two workflows:
Cardholder Addition
Cardholder Removal
You can configure either workflow, both workflows, or neither workflow.
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Configure common Area workflow settings
Select the Area Management tab. Configure the workflow and cardholder quick view common settings:

Select the Access Group List.
Select the Cardholder PDF List.
Use the Cardholder PDF Filter to select fields for both the workflow and cardholder quick view.
Select Show Cardholder Competencies to display all competencies in the cardholder quick view.
Cardholder Quick view

Select a Cardholder Addition Workflow, a Cardholder Removal Workflow, both, or neither.
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