Step 1: Log in to your IDMS account. On the Card Templates page click “Edit” on the preferred card template.
Step 2: Click on the “Issuance” tab near the top of the page.
Step 3: 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.
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 app user’s email address or ID number. You will need to import the Unique Identifier for each app user from your CSV file or when adding a card record one by one.
Step 5 (Now optional): You can optionally add a Security Question for added security. The Security Question is also used to verify the app user’s identity upon ID card creation in the app. You will need to include the answer for each app user from your CSV file or when adding a card record one by one.
Step 6: Lastly, click on “Form Preview” on the right side of the page. This gives you a preview of the screen that the app users will see when they first launch the app before they’re able to install their ID card.
Step 7: When you are done, click “Save.”
All set!
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