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 “Barcode” Section (optional). You can choose to add or not to add a Barcode to your ID cards.
If you choose to add a Barcode:
Step 6: Complete the “Expiration” Section (optional). You can choose to add or not to add an Expiration to your ID cards.
If you choose to add an Expiration:
Step 7: 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 8: Complete the “Email Invitation” Section (optional).You can customize the card invitation email template if you are planning to issue your cards via email. From there you can customize your card invitation email template.
Step 9: Click on “Save” to save your card template. All new card templates will be saved in Draft mode. Account admins that have permission to approve card templates can do so by going back to the Card Templates page and clicking on “Install 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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