Users Overview
The Users feature allows portal Admin to manage users in the platform. Users can be managed in Admin Center and Admin Plus.
The Digital Wallet feature allows portal Admin to assign users a viewable ID Card containing data, a QR code, Barcode, and even an institution logo. QR Code and Barcode output data can be customized to display a variety of information: ID, Timestamp, and Name.
To first enable the Digital Wallet feature, contact a Customer Success Manager.
An Alternate ID number and ID Card Photo must be entered for a user in order to view an ID Card.
For security purposes, we do not use the portal profile photo for the ID Card Photo in effort to prevent users from changing their ID Card Photos themselves.
- ID Photos can be provided as part of the user provisioning process, using the user api, or by directly editing the user’s profile in Admin Center.
In this article:
Configure Digital ID Cards
User Options > Admin Center > ID Card
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select ID Card in the left-hand menu.
4. To configure the front of the card stay on the Settings tab.
5. Determine which roles will be given an ID card using the drop-down menu option.
6. Determine which roles will display on the ID card using the drop-down menu option.
7. To display the Valid From, Valid Through, and Show the current date and time on the card, toggle the option on.
8. Upload an institution logo for both light mode and dark mode to further customize the card.
9. Add a customized message users will see when required data is missing.
10. Click Save Changes.
Card Carousel Configuration
Add QR Codes, Barcodes, or special cards to the card carousel on the Cards tab of the ID Cards option in Admin Center.
1. From Admin Center > ID Cards, click on the Cards tab.
2. Click on the card Ellipsis (...) and select Edit.
3. Select the Card Type and input the Card Name, Title, and Code Data for the ID Card.
- The Title of the card will only appear within Admin Center.
- Any of the variables like {{ID}} or {{LIBRARY_CODE}} can be used in either the Title or the Code Data sections.
4. Once the information is input as desired, scroll down on the card and click Update.
5. Click on Add Card to add an additional ID Card to the carousel and repeat the process above. Once all cards are created click on Save Changes.
Adjust Card Carousel
1. From Admin Center> Id Cards> Cards drag and drop a card to a new position to rearrange the order ID Cards appear for users.
2. Click on Save Changes to save the new order of cards.
View Digital ID Card
An ID Card Photo and Alternate Id number is required for the ID Card to generate.
1. Click on Preview.
Additional way to view an ID Card:
1. Click on User Options.
2. Select ID Card from the drop-down menu.
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