Step 1: Log in to your IDMS account and from the Card Templates page click on “Create New Card Template”.
Step 2: Complete the “General” section.
Step 3: Complete the “Design” section
Step 4: Complete the “Fields” section.
Step 5: Complete the “Photo” section.
Step 6: Complete the “Barcode” Section (optional).
If you choose to add a Barcode:
Step 7: Complete the “Expiration” Section (optional).
If you choose to add an Expiration:
Step 8: Complete the “Issuance” Section.
If you are planning to issue cards via email, please choose the “Institution-Issued” option. Please note that with this option cardholders can still upload their own ID photo and signature if that’s what you want. You just need to turn on these features in the Card Template Builder.
“Self-Issued” is a less secure option where cardholders install their cards by simply searching for your institution in the App and entering their card data. If you don’t want to issue cards via email, this option is for you. If you want additional security, we recommend turning on Card Moderation.
If you choose “Institution-Issued”:
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.
Step 10: Complete the “Email Invitation” Section (optional).
if you are planning to issue your cards via email, you can customize the card invitation email template:
Note: All new card templates will be saved in Draft mode. To approve this template, please go back to the Card Templates page and click on the Edit icon for this card template under the “Settings” column. Please note that depending on admin permissions set by the account owner, you may not have permission to approve card templates.
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!