IdExchange 1.9.1

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.

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2

Use the toggle to turn on the Streamline Operator Configuration.

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Credential Policy Configuration

The individual credential policy must be configured with the following settings:

Item

Procedure

Example

1

Click Administration and select Credential Types.

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2

Select a Credential Policy and press the corresponding gear button. Press Configure Policy.

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3

Select the Device Issuance tab.

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4

Set the CMS Server Key to NONE.

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5

Go to the Identity Proofing tab. Under the ID Proofing Policy section, set the Adjudicate Applicant toggle to Yes.

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6

Under the 3rd Party Credential Enrollment section. Select the Permit Photo Upload setting to Yes.

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