How to Design Your Card Template?

Step 1:  Log in to your IDMS account and from the Card Templates page click on “Create New Card Template”.

Step 2: Complete the “Settings” section.

  1. Enter your Template Name
  2. Choose your Card Type 
  3. Enter Your Card Name
  4. Enter your Card Terms of Use (optional).
  5. When finished, click on the next tab – “Design”.

Step 3: Complete the “Design” section

  1. Select background colors for your cards
  2. Select font colors for your cards
  3. Turn card animation on to animate your cards (optional)
  4. Turn signature on to require a signature on your cards (optional)
  5. Enter your Card Title
  6. Upload a logo for your cards (optional). Choose either Circle or Full logo option. Circle logo will show up as a small circle in the top right corner of the ID card. A full logo will show up as a rectangle in place of the Card Title.
  7. When finished, click on the tab – “Fields”.

Step 4: Complete the “Fields” section.

  1. Select a Data Source for the Name field.
  2. Select a Data Type and Data Source for Other Front Fields.
  3. When finished, click on click on the tab – “Photo”

Step 5: Complete the “Photo” section.

  1. “Allow app user to upload photo” must be turned on if you want your cardholders to take/upload their own ID photos in the app.
  2. “Make photo required” must be turned on if you want to require your cardholders to take/upload their ID photo in the app.
  3. “Allow app user to update photo” must be turned on if you want your cardholders to update their existing ID photos in the app.
  4. When finished, click on click on the tab – “Barcode”

Step 6: Complete the “Barcode” Section (optional).

If you choose to add a Barcode:

  1. Click on “Add Barcode”
  2. Switch “Auto Generate Barcode” ON or OFF
  3. Select a Barcode Type
  4. Select Barcode Value Data Type and Source (If Auto Generate Barcode is OFF).
  5. (Optional) Click on “Show Barcode Value” toggle button to display the character code value underneath the Barcode.
  6. (Optional) Enable this option if you’d like to add an additional footer image/logo else Disable. Enabling this causes the barcode icon smaller at the bottom right so that Footer image could be visible easily on the left.
  7. When finished, click on the next tab – “Expiration”

Step 7: Complete the “Expiration” Section (optional).

If you choose to add an Expiration:

  1. Click on “Add Expiration”
  2. Select an Expiration Data Source
  3. If you choose “Expire at a Specific Date and Time” as your Data Source, set a specific date and time when you want all of your cards in this template to expire
  4. When finished, click on the next tab – “Issuance”

Step 8: Complete the “Issuance” Section.

If you choose “Self-Issued”, your cardholders (and anyone who searches for your institution in the app) will be able to generate an ID card for your institution.

If you choose “Institution-Issued”:

  1. Choose a Unique Identifier for your cards. Unique Identifier is used to verify cardholder identity before they can install an ID card for your institution in the app. It can be an email address or ID number (whichever you select here) This won’t be displayed on the card itself.
  2. Set at least one Security Question. Security Questions are used to verify cardholder identity before they can install an ID card for your institution in the app. Although you can use anything you’d like as your security questions, some of the examples include the date of birth, phone number or the last 4 digits of a social security number. This won’t be displayed on the card itself.
  3. When finished, click on the next tab – “Moderation”.

Step 9: Complete the “Moderation” Section (optional)

Note: Enable this feature if you’d like to moderate card data entered and/or photos taken in the app. If you are importing data, then Moderation should be disabled.

  1. Click on “Card Moderation”
  2. Enter “Banner Text Approved”- Either choose “No text” or enter and customize text by choosing a “Custom” option from dropdown.
  3.  Enable “Moderate Card Photos” option if you want your card holder to upload their photos.
  4.  Enable “Moderate Card Data” option if you want your card holder to Input data.
  5. Choose “Banner Text” from dropdown and customize it by choosing “Banner Background Color”. You can also view preview by clicking “Show Preview”. Card Holder would be able to see the same Banner Text if data/photo approval is pending.
  6. Choose “Banner Text” from dropdown and customize it by choosing “Banner Background Color”. You can also view preview by clicking “Show Preview”. Card Holder would be able to see the same BannerText if data/photo is denied by the institution.
  7. When finished, click on “Email Invitation” if you are planning to issue your cards via email. From there you can customize your card invitation email template.

Step 10: Complete the “Email Invitation” Section (optional).

You can customize the card invitation email template if you are planning to issue your cards via email.

Step 11: Click on “Save As Draft” to save your card template.

Note: All new card templates will be saved in Draft mode. Depending on your admin permissions, certain IDMS Admins have permission to approve card templates and can do so by going to the Card Templates page and clicking on “Permissions”. From there you can also make your card template Visible or Hidden in the app (choose “Hidden” if you are still testing). Once you are ready to issue your ID cards, you can also choose how you want your ID cards to be installed: via Email Invite Only or via App Search & Email Invite.

That’s all it takes to design your card template! If you still have questions about designing your card template in the ID Management System, do not hesitate to chat with us!

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