CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Introduction to Messages ...

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Adding Mappings To Add Mappings to your template, click on the Mappings button to the right of the Template, indicated below. In the box that appears on the right, you can configure the relationship of the mappings. The fields from ‘On Production Template’ are the ones found within the HID Fargo Connect portal. Fields from ‘On Entity’ are the fields defined within CardExchange® Cloud Suite. Click on Save to save your changes, or Cancel to discard your changes, and return to the Templates...

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Display Settings In the Display Settings section, you can define how the Stand app displays information to the user. The settings that are available here are as follows: Show the Security animation: When enabled, this setting will display a spinning globe on the Digital ID in Stand. Show Approve Photo for other Systems: If you need to capture the end user's approval to use the photo they uploaded in another system, then you can enable this setting to record their approval. Show Fixed message...

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Signature Settings In some cases, your organization may want to capture a signature for the end user, and display it on Stand for verification purposes. These settings will dictate how the end user will experience this in Stand. The settings that are available here are as follows: Show Signature on User Info: When enabled, this setting will display the signature within Stand. Signature is Mandatory on User Info: When enabled, the user will be prompted to add a signature whenever they sign...

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Approve and Produce you must approve the record for Production by going to Production -> Approve for Production. Check the box next to the record you would like to print, and select Approve to Production. You will then be presented with a dropdown box to select your printer, which is configured within the HID Fargo Connect portal. Select the proper printer, and click print. The records will stay in the Print tab until printed. If the print job is successful they will progress to the...

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Branding and Customization Many organizations like to have a themed experience within the applications they offer their users to have access to. Through the Branding settings, you can choose to show your companies logo in Stand, set a Privacy Policy to show your users, and you can create custom color themes for the Digital IDs that are shown in Stand. Application Branding (In APP Branding) The In APP Branding settings can be used to customize the look of Stand. You can choose in the drop...

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Identity Settings In the Identity Settings section you can request that a user upload a proof of Identity. The settings that are available here are as follows: Identity must be requested on Startup: This will prompt the user to provide a picture of their ID when they log in if they have not already done so. Once their photo is approved, the ID they upload will be deleted. Identity is Mandantory: This setting will force the user to upload a copy of their ID. Allow with approved photo: If...

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Specific User Settings In the Edit Settings section, you can give permissions for the end user to edit information, upload a new photos, and upload signatures through the Stand app. The settings that are available here are as follows: Allow User to edit information: When enabled, this setting will allow users to update their specific profile information such as DOB, Perfered name, and Address. Allow User to upload new photo: When enabled, this setting will allow the end user to upload photos...

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Edit Existing Template Mappings To edit a Template Mapping, click on the Mappings button to the right of the Template, indicated below. In the box that appears on the right, you can configure the relationship of the mappings. The fields from ‘On Production Template’ are the ones found within the HID Fargo Connect portal. Fields from ‘On Entity’ are the fields defined within CardExchange® Cloud Suite. Click on Save to save your changes, or Cancel to discard your changes, and return to the...