Creating the Badge Layout

1

Go to Administration and select Credential Types.

2

Locate the credential policy to be updated and click the gear icon in the left column. Select Configure Policy.

3

Scroll down and click the Badge Layout tab.

The badge layout designer will be displayed.

4

Select either the Front or Back radio button to begin customization.

5

Adding a Static Image (for example, a logo)

To add an image, Click the Add Image button. Browse to the directory and select the .png image.

The image will be placed on the canvas. Once on the canvas, it can be dragged to the desired location.

Press the Save button to save the changes.

Note, all images must be in .png format

Adding an Image

Saving Changes

6

Adding Dynamic Data

To add Dynamic Data, where the data is obtained from the user’s identity enrollment record, click the Add Text button.

This will place a text object on the canvas.

7

Adding Dynamic Data (continued)

Double click the Text object and type of one of the dynamic values depending on the data to be added.

In the example, the FULLNAME will be set. Drag the text object to the desired location and press Save.

Note: Dynamic Data values are uppercase values

8

Adding Static Text (for example, company name)

To add static text, click the Add Text button. This will place a text object on the canvas. Type in the text that should be printed.

To bold the text, click the text field that should be bolded and press the Bold Text button.

Drag the text object to the desired location and press Save.

Adding Static Text

Bold Font

9

Adding User Photo

To add the user’s photo, press the Add Photo button. This will add the user’s photo to the badge.

It will appear as a white box on the badge editor. The object can be dragged to the desired location and press Save.

Important: do not add any other text to this field.

User Photo to be Printed

10

Adding a Bar Code

Two bar code formats are supported: 1) PDF417, 2) CODE39.

To add a bar code:

• Click the Add Photo button

• When the image object appears on the canvas, double click the image object

• Enter the respective data value.

Example 1

To create a barcode in the PDF417 format with data from the Employee Id field, use the following format:

BARCODEONE|PDF417|EMPLOYEEID

Example 2

To print the IDMS generated User ID field, use the following format:

BarcodeID|PDF417|USERID

The object can be dragged to the desired location and press Save.

Barcode Format Employee ID

Barcode Format User ID

11

When the badge configuration is complete, press Update.