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Knowledge Base

How to Change Card Template Status

Step 1: Log in to your IDMS account and click the “Status Setting” under your desired Card Template on the Card Templates page.

Step 2: From the Status Settings window you can change your card template status. By default, your template status is set to Draft. Templates with their status set to Draft are not able to be installed by an app user. When you are finished designing your card template you can change your template status to Approved.

Step 3: Once the template status is Approved, you can then change your card template’s App Visibility. This determines whether the card template is hidden or visible in the in-app search. Only approved card templates can be seen in the app search. Draft card templates are always hidden from the app search.

Option 1– Choosing Hidden means app users will not be able to see the template when they search for your institution in the ID123 app. If you choose ‘Hidden’ there are no further steps necessary and you can click ‘Save.’

Option 2– If you set your App Visibility to Visible, you can select your user’s installation options. By selecting the Email Invite Only option, app users will only be able to install their ID cards by receiving an email invitation from an admin at your institution. By selecting App Search & Email Invite, app users will have the option both receive an email invitation in addition to being able to search for your institution’s name and see all your visible card templates in the ID123 app. They can then select the correct card template and add their ID cards independently of receiving an email invitation. Once you are done choosing your card installation option you can click ‘Save.’

If you have any other questions regarding Card Template Permissions, do not hesitate to contact us!

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