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CARDEXCHANGE® STAND
OPERATIONS MANUAL
Last Updated: October 17th, 2022
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Manage Credentials
In the app, to manage your credentials click on the ID button in the bottom nav bar.
If you do not already have a credential, then you can request one. You will see the card type that is assigned to you, and will see it labeled as request.
Once you have clicked on the credential, and you do not have a card yet, then you will have a button to request a card.
After you have clicked on the request card button, you will get a notification to let you know that your card has been...
Written by Brandon Johnson on . Posted in Uncategorised.
CARDEXCHANGE® STAND
OPERATIONS MANUAL
Last Updated: October 17th, 2022
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Changing your Photo
If your organization has enabled the Allow User to update approved photo setting, then you will be able to update your image after it has been approved by a Controller operator.
Clicking on the Details button in the bottom nav bar will bring you to the Personal Details screen. Here you will see the Change Photo button if you are allowed to change the photo.
Written by Brandon Johnson on . Posted in Uncategorised.
CARDEXCHANGE® STAND
OPERATIONS MANUAL
Last Updated: October 17th, 2022
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Your Virtual ID
When you are in the App, the first screen you will see after unlocking the application with your PIN Code, is your virtual ID.
There are several elements on the virtual ID that you can see.
First is the logo of your organization. If they have In App branding enabled, then you will see their custom logo at the top.
Then you have the Photo. You can click on the photo to show a larger version.
Under the photo there is a banner that will give you some information.
The banner be a...
Written by Brandon Johnson on . Posted in Uncategorised.
CARDEXCHANGE® STAND
OPERATIONS MANUAL
Last Updated: October 17th, 2022
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Setting A PIN Code
When using the iOS or Android mobile apps, you will be asked to configure a PIN code after your first login. This PIN will be used to access stand without the need to sign in every time you open the app.
First you must agree to our privacy policy.
Now the App will ask you to set a 4 digit PIN Code. Be sure to set this to something you can remember. Enter your desired PIN, then confirm it by typing it a second time.
Written by Brandon Johnson on . Posted in Uncategorised.
CARDEXCHANGE® STAND
OPERATIONS MANUAL
Last Updated: October 17th, 2022
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Edit Profile Data
In the app, if your organization has enabled the Allow User to edit information option for Stand, then you will be able to make changes to your personal data.
Clicking on the Details button in the bottom navigation bar will bring you to your Profile Details page.
To edit the profile click on the Edit Profile button under the Photo.
You will be brought to a screen where you can modify the values of your personal data. Make the desired changes on this screen.
...
Written by Brandon Johnson on . Posted in Uncategorised.
CARDEXCHANGE® STAND
OPERATIONS MANUAL
Last Updated: October 17th, 2022
Back to Manuals
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Uploading a Signature
If your organization requires that you upload a signature, then you can do so under the Details screen.
In the details screen, click on the button labeled Signature.
You can either sign the screen directly, capture a photo of your signature, or choose an image file of your photo.
After your image has been uploaded, you will return to the profile details screen, and will see a message at the bottom to indicate that you have succesfully uploaded your signature.
Written by Brandon Johnson on . Posted in Uncategorised.
CARDEXCHANGE® STAND
OPERATIONS MANUAL
Last Updated: October 17th, 2022
Back to Manuals
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Settings
In the settings menu there are a few things that you can do:
Change your language
Change between a Light and Dark theme
Reset your PIN
Change your password
Sign out of the application