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.
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 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”:
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).
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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