Once an account has been added, information may be changed.

  1. On the Accounts page, next to the account that needs to be changed, select the actions menu and then Edit.

  2. Configure the account as needed. An asterisk (*) marks required fields or selections.

  3. Cardholder Syncing is enabled by default.

    1. Use the checkbox to enable or disable to option, Sync Cardholder Data to Elements.

    2. Configure the Full Sync Schedule and/or the Incremental Sync Schedule. The default for the Full Sync Schedule is every three hours.

      1. A full sync compares the OnGuard cardholders fitting the rule criteria with remotely managed people in Elements, ensuring the data matches for people and active badges in Elements.

      2. An incremental sync will push only the data that has been updated since the last sync.

    3. To change the frequency, select a new schedule from the drop-down list. Or select Custom to define the schedule using a cron expression.

  4. Event Syncing is enabled by default.
    Use the checkbox to enable or disable to option, Receive Events from Elements.
    To limit the events from Elements, enter OData (Open Data Protocol) Filters. Refer to Elements API documentation for more information about filtering events.

  5. If there are OnGuard cardholder fields that need to be mapped to Elements, expand the Map Fields section. Elements must have custom fields defined before mapping.

    1. Choose the OnGuard cardholder field and the corresponding Elements person field.

    2. To remove the field mapping, select the delete icon next to the field.

    3. If the account does not have an API key defined (or it has been revoked or changed), custom fields from Elements will not appear.

  6. Select Save Changes.

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