Rules are used to filter the cardholders and credentials in OnGuard into a subset that can be synced to the selected Elements account.

If cardholder segmentation is enabled in OnGuard, then only cardholders from the segment selected on the Add Account pane are included in a cardholder sync.

1. From the Cardholder Filters page, select an account from the menu.

2. Select Add Ruleset. To edit an existing rule, select the actions menu and then Edit.

3. Enter the Rule Name. This is a required field.

4. Optionally, select the Elements Groups to assign. When the sync occurs, the cardholders will be assigned to these groups for Elements access.

5. Add filters as needed to reduce the number of cardholders and credentials in the OnGuard system to the desired subset for the selected Elements account. As filters are defined, a preview of the cardholders fitting the criteria appears in the list.

6. Select Save Rule.

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