Intake Questions

The intake questions configuration panel allows organizations to specify custom questions to be gathered during the enrollment phase. These answers to these questions can be used for later decisions in access control, printing, and even relying party automations.

To add or manage intake questions

1. Login with system manager permissions

2. Go to the administration section and click Credential Types

3. Select or add the Credential Policy

4. Within the Intake Questions form, press the Add button

   

5. In the label section, enter the name of the question as it should appear on the question screen.

   

6. In the Name section, create the attribute name for this value. *This name must have have any spaces.

   

7. In the Control Type Section, enter textbox

   

8. In the Field Type, enter text

   

9. In the Required section, enter true

   

10. Press the Save button

    

11. Press the update button to save the Credential Policy changes.