Printing a badge

How to Print a 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 Credential Issuer and Credential Manager 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 Name to perform the search.

Procedures

Step 1: Navigate to the User Management Portal

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

2. Under the IDENTITY section, click Manage

Expected Result: The "User Management Portal" will load

Step 2: Search for a User

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

2. Click the Search button

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

Step 3: Access Credential Management

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

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

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

Step 4: Initiate Badge Printing

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

2. Click the + Device button

3. From the dropdown menu that appears, select Print Badge

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

Step 5: Send the Print Job

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

2. In the preview dialog box, click the Print Badge button

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

Step 6: Obtain the Badge from the Printer

1. Go to the designated badge printer

2. Retrieve the printed badge

Expected Result: The physical badge is ready for distribution