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 Adding Templates To add a Template, click on the + button in the top right, indicated below. In the box that appears on the right, select your Production Profile from HID Fargo Connect, select your Production Template from HID Fargo Connect, and select the Profile that you would like to use. Click on Save to save your changes, or Cancel to discard your changes, and return to the Templates Overiew.

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Delete Templates To delete a Template, click on the Red Trashcan icon to the right of the Template, indicated below. This will open a message box asking if you are sure you would like to delete the Template. Click on Yes to delete the Template, or click on No to cancel the delete operation, and return to the Template Overview.

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu General Settings In the General section of HID Connect, you can configure CardExchange® Cloud to connect to your instance of HID Fargo Connect. To edit these settings, click on the Edit button in the top right. The settings in this section all come from your instance of HID Fargo Connect. Once you have this information, fill in the respective boxes. Here is a list of what each of these settings are: Server API Key: You will need to get your API key through the Fargo Connect software. Organization...

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...

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Edit Templates To edit a Template, click on the Pencil icon to the right of the Template that you would like to edit, indicated below. Change the values to your preferences. Click on Save to save your changes, or Cancel to discard your changes, and return to the Template Overview.

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Introduction to Mappings Mappings are what link the fields from your HID Templates, to your record fields in Controller. If there are no mappings currently assigned, you will see this button to the right of the Template, indicated below. If you have already mapped fields to this Template, then you will see this icon, indicated below.

CARDEXCHANGE® ADMIN CENTER OPERATIONS MANUAL Last Updated: November 30th, 2021 Back to Manuals Menu Introducing Templates In this section, you can link the HID Templates with the Profiles in CardExchange® Cloud. If you have not already, you will need to configure CardExchange® Cloud to connect to your instance of HID Fargo Connect, under the General settings before you can proceed.

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...