Table of Contents
IMPORTANT! Before adding card data, please ensure you’ve designed your card template beforehand
Step 1: Navigate to Card Records
Log in to your IDMS account and click “Card Records” under the Digital ID Cards Menu.
Step 2: Select View Records
From the Card Records page, click “View Record(s)”.
Step 3: Select Add Records
On the Card Record Dashboard page, click “Add Card Record”.
Step 4: Enter Card Record Details
Enter the details to be displayed on the card, as well as the security questions users must answer before the card can be installed.
- Photo (Optional) – You can upload a photo of your user.
- Card ID – A custom ID used to identify each record in the template.
- Front Fields – All the fields that will appear on the front of the cards.
- Barcode – Add a value that will be displayed when the barcode is scanned.
- Unique Identifier – A unique ID used for security to verify user identity before creating a card, such as an email address or ID number.
- Security Questions – Additional security questions that will be used to verify user identity before ID card creation.
- Expiration Settings – Enter the date and time when you want the user’s card to expire.
- Recipient Email Address – The email address of the user where the card email invitation will be sent.
Step 5: Review Information
When finished entering all the required fields, review your information and click on “Add Card” to create your card record.
That’s all it takes to add card data one by one! If you still have questions regarding adding data to your ID Management System, do not hesitate to chat with us!