Credential Request

CONNECT > Configuration > Credential Request:

An administrator is able to configure the workflow process for requesting a new Credential/Access Card for an Identity.

As part of the configuration process the user can:

  • Set the expiration period for credential requests and photos.
  • Configure the request and approval workflow process.
  • Specify the available “replacement reasons” for issuing a new credential.
  • Provide instructions and a sample image for new badge photos.

General

  • Request Expiration in Days: This setting determines the number of days after which a credential request expires and will need to be re-submitted by the requestor. If set to 0, then credential requests never expire.
  • Photo Expiration in Days: This setting determines the number of days after which a photo expires. If set to 0, then photos never expire.

Workflow

Workflow Configuration provides the following options:

  • Include Manager: If set to “On” the Identity’s manager will receive an email and be required to approve any credential requests before they can be processed (Note: The Identity’s Manager is configured on the IDM tab of the application).
  • Notify Photo Admin: If set to “On” users with the Photo Admin User Role will be notified via email when a new credential request has been made. Notification will occur after the manager has approved the request (if required).
  • Auto Activate: If enabled, the credential will be activated automatically (i.e. immediately). Note: If “Auto Activate” is enabled, then “Activate Requests Manually” will be disabled and vice versa.
  • Activate Requests Manually: If enabled, the credential will not be activated when initially created. This function is typically used when sending out access cards to Identity’s in the mail. The card is sent out in a de-activated state and the Identity receives an email notifying them that the card is on its way. When they receive their card they click the link in the email to activate it. For more information, please review the Credentials section of this guide.

Replacement Reasons

Allows you specify a list of reasons that a user can specify when placing a credential replacement request. The default options include:

  • Lost
  • Damaged
  • Stolen

Instructions

This section allows you to configure:

  • Sample Image
  • Directions

These will be displayed when uploading a new badge photo into the application. This information is displayed to all users when making a new credential request. For more information please review the Credentials section of this guide.