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Printing a Badge

How to Print a Badge

Once approved, badge administrators produce the physical smart badge and prepare it for distribution to the user.

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

Item

Procedure

Example

1

Navigate to the User Management Portal

From the main dashboard, locate the left navigation panel. Under the Identity section, click Manage.

Expected Result: The ‘User Management Portal’ will load.

image-20260401-145932.png

2

Search for a User

Enter the user's Employee ID or Last Name into the search field. Click the Search button.

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

image-20260401-151853.png

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.

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

image-20260401-151642.png

4

Initiate Badge Printing

On the user's information page, click the Credentials tab and then select Device. From the dropdown menu that appears, select Print Badge.

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

image-20260401-151004.png

5

Send the Print Job

Review the badge preview to ensure all information is correct. You can review both the front and the back image of the badge.

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.

image-20260401-151420.png

6

Obtain the Badge from the Printer

Go to the designated badge printer and retrieve the printed badge

Expected Result: The physical badge is now available.

This process completes the physical printing of the badge phase. This is needed prior to programming the badge and encoding the credential data per the standard process.

Note, there are some customizations allowing users to combine the printing and encoding data phases, but that is a non-standard implementation.

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