Printing a badge

How to Print a Credential Badge

This procedure guides you through locating a user, accessing their credential information, and sending a badge print job to a connected printer.

Prerequisites:

• You must have successfully logged into the IDMS application

• You must possess the CredentialIssuer and CredentialManager permissions to access and manage user credentials.

• The printer must be properly configured and connected to the system.

• You will need the user's Employee ID and Last Nameto perform the search.

Step-by-Step Procedure:

1. Navigate to the User Management Portal:

   • From the main dashboard, locate the left navigation pane.

   • Under the IDENTITY section, click on "Manage".

   • Result: The "User Management Portal" will load.

2. Search for a User:

   • In the "User Management Portal," enter the user's Employee ID or Last Name into the search field.

   • Click the "Search" button.

   • Result: The user's information will be displayed in a table below the search field.

3. Access Credential Management:

   • In the search results table, locate the user you want to manage.

   • In the Action column for that user, click the "Manage" button.

   • Result: The "View the user's information" page will load.

4. Initiate Badge Printing:

   • On the user's information page, click the "Credentials" tab.

   • Click the "+ Device" button.

   • From the dropdown menu that appears, select "Print Badge".

   • Result: A preview dialog will appear, showing a preview of the badge.

5. Send the Print Job:

   • Review the badge preview to ensure all information is correct.

   • In the preview dialog box, click the "Print Badge" button.

   • Result: The job will be sent to the printer. The dialog box will then close.

6. Obtain the Badge From the Printer