CARDEXCHANGE®
CONTROLLER

OPERATIONS MANUAL

Last Updated: November 30th, 2021

Create Credentials

The first step in producing a card is to create the credential. In the Create pane, we will see a list of People that have a Profile attached to their record, and do not already have an Active credential, or a credential in one of the production stages.

To create a credential for a Person, search for the person using the search function at the top. Then you can select the records from the list that you want to create a credential for. Finally, click on the Create Credentials button in the top right corner.

Depending on how the settings are configured in Admin Center, your card will now move into the Initialized state, and will show under the Approve for Production pane.


US business only within scope

ISO/IEC 27001:2013 

United States

2010 Elkins Way, Suite 1122
Brentwood, CA 94513

Monday – Friday
9am – 5pm (EST)
+1 (925) 529 4999

Netherlands

Smallepad 32
3811 MG Amersfoort

Monday – Friday
9am – 5pm (CET)
+31 (0)20 2251 447

© 2023 CardExchange Solutions, Inc.