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Creating a card record

Jonathan Neill

A card record stores information about a card and is used to print the card when it is ordered. To create a card record: 

 

  1. Navigate to the Members screen by clicking the top navigation link: 

 

 

 

  1. Click the Add a new card button: 

 

 

 

  1. Optionally, choose an organisation to filter by and then select a card template from the drop-down menus: 

 

 

 

  1. Enter the details required for the card record. 

  1. Click the Upload file button to add an ID photo: 

 

 

 

  1. Find and select the ID photo you would like to use from your computer. 

 

  1. Position the photo within the photo guide box, using the slider below the photo to zoom and dragging the photo with your mouse to reposition: 

 

 

 

  1. When the photo is correctly aligned, click the Apply button: 

 

 

 

  1. Click the Finish button: 

 

 

 

  1. At the bottom of the form, turn on the Place an order for this card upon completion toggle to immediately submit an order for this card to be printed. If you leave this off, you can still submit an order for the card to be printed later: 

 

 

 

  1. Click the Create card button to finish creating the card record: 

 

 

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