Streamlining Enrollment Flows
For organizations that need to enable a single operator to perform multiple roles, IDMS has a configurable setting to make it easier.
The user can turn on the streamlined application settings in addition to configuring the specific credential policy accordingly.
Configuration Steps
Item | Procedure | Example |
|---|---|---|
1 | Go to Administration, then select Features. | ![]() |
2 | Use the toggle to turn on the Streamline Operator Configuration. | ![]() |
Credential Policy Configuration
The individual credential policy must be configured with the following settings:
Item | Procedure | Example |
|---|---|---|
1 | Click Administration and select Credential Types. | ![]() |
2 | Select a Credential Policy and press the corresponding gear button. Press Configure Policy. | ![]() |
3 | Select the Device Issuance tab. | ![]() |
4 | Set the CMS Server Key to NONE. | ![]() |
5 | Go to the Identity Proofing tab. Under the ID Proofing Policy section, set the Adjudicate Applicant toggle to Yes. | ![]() ![]() |
6 | Under the 3rd Party Credential Enrollment section. Select the Permit Photo Upload setting to Yes. | ![]() |








