Note: Adding a Security Question and Unique Identifier are mandatory aspects of the Card Template Builder if you select “Institution-Issued” as the card issuance type. Without adding a Security Question and Unique Identifier the Card Template won’t be saved.
Step 1: Log in to your IDMS account and on the Card Templates page click “Edit” next to the card template where you’d like to update the card issuance type.
Step 2: Click on the “Issuance” tab on the top of the page.
Step 3: Then, select “Institution-Issued.” This ensures the card issuance process is fully controlled by the institution. You will then be prompted to add a Unique Identifier and Security Question.
Step 4: The Unique Identifier is used to verify the user’s identity upon ID card creation in the app. It can be either the user’s email address or ID number. You will need to include the data for for each user’s Unique Identifier in your CSV file import.
Step 5: Then, decide what you’d like the Security Question to be. The Security Question is also used to verify the user’s identity upon ID card creation in the app. You will need to include the answer for each user’s Security Question in your CSV file import.
Step 6: Lastly, click on “Form Preview” on the right side of the page. This gives you a preview of the page the cardholders will see when they first launch the app to download their ID cards. The cardholders will need to enter in their answers to the Security Question and Unique Identifier before they are able to install their ID cards.
Step 7: When you are done, click “Save.”
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