CARDEXCHANGE®
ADMIN CENTER

OPERATIONS MANUAL

Last Updated: November 30th, 2021

Manage Credential Categories

A Credential Category is essentially the type of card you wish to produce. You can set up multiple types of Credential Categories for different purposes.

Add Category

To add a new Credential Category, click on the + button in the top right, indicated below.

In the box that appears on the right, fill in the name of the Category, and provide a description. You can also set it to Active. Click on Save to save your changes, or Cancel to discard your changes, and return to the Credential Category Overiew.

Edit Category

To edit a Credential Category, click on the Pencil icon to the right of the Category 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 Credential Category Overiew.

Delete Category

To delete a Credential Category, click on the Red Trashcan icon to the right of the Category, indicated below.

This will open a message box asking if you are sure you would like to delete the Category. Click on Yes to delete the Category, or click on No to cancel the delete operation, and return to the Credential Category Overview. 


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