How Issuance Works

Issuance is the process by which information is gathered from an applicant and that information is presented with a credential.

Issuance Process

The issuance includes designing and issuing credentials. Typically, credentials are used to identify members of an organization and can allow access to areas or buildings. The following is a basic description of the issuance process.

1. Administrator creates users.
2. Designer creates a credential design.
3. Designer customizes an enrollment design.
4. Operator enrolls applicants and prints credentials.

Issuance User Types

The descriptions of the user types below are based on the default permissions assigned to the roles. Modifying the roles and permissions changes the tasks a user is allowed to perform.

Issuance Administrator

Administrator users are responsible for preparing Instant ID as a Service for use in production. Users with Administrator-level permissions are able to perform all tasks in Instant ID as a Service. Administrator users have the permissions to perform tasks identified as operator, supervisor, or designer tasks. Administrator users manage users, authenticators, and resources. They also add and manage printers to enable printing credentials.

For more information and instructions, refer to Administrator.

Issuance Designer

Designer users design credentials and design and customize enrollment designs. They ensure that the credential designs and enrollment designs contain all of the fields needed to enroll applicants.

For more information and instructions, refer to Designer.

Issuance Operator

Operator users enroll applicants and issue credentials using enrollment forms. They work directly with the applicant to prepare them for the enrollment process. They gather all of the information needed from the applicant then enter it into the enrollment form. They also capture an image of the applicant and their signature.

For more information and instructions, refer to Operator.

Issuance Supervisor

Supervisor users monitor the enrollment process and issued credentials to ensure that the process is working correctly.

For more information and instructions, refer to Supervisor.

Applicant

Applicants are the people being enrolled into the system. They work with the operator to enter information into the enrollment form and produce a photograph and signature depending on the requirements of the credential design and enrollment form. After enrollment is complete, the applicant receives a credential and Instant ID as a Service creates an enrollment record for the applicant.

Objects

Instant ID as a Service uses the objects described in this section to manage and issue credentials.

Credential Designs

Credential designs set the appearance of a credential and configures fields. The Credential Designer provides the tools to customize and configure credential designs. Credential designs contain static fields like text and images. They also contain dynamic fields like date fields and text fields for user information. After creating a credential design, the Designer user can generate an enrollment form from the credential design, or can create an enrollment form separately and link the new enrollment form fields with a new or existing credential design (refer to Field Connections for more information).

For instructions on creating credential designs, refer to Design a Credential.

Enrollment Design

After creating a credential design, an enrollment design is generated or created separately. The Enrollment designs contain fields that are connected to fields on the corresponding credential design. These fields are organized into steps. If the enrollment design is generated by Instant ID as a Service, the application links the credential design and the enrollment design fields. If an enrollment design is created separately, the fields must be manually linked (refer to Field Connections for more information). Using the Enrollment Designer you can create or customize the appearance of the enrollment form, the fields, and the steps.

For instructions, refer to Design Enrollments.

Enrollment Forms

Operators use the enrollment form to record data from the Applicant. Instant ID as a Service presents enrollment forms in the Create Enrollment wizard. Operator users enter data into the enrollment form. After completing the enrollment form and printing and saving, Instant ID as a Service issues a credential and creates an enrollment record.

For instructions on completing an enrollment form, refer to Enroll Applicants.

Enrollment Records

After completing an enrollment form, Instant ID as a Service saves an enrollment record. Enrollment records contain all of the information gathered during enrollment. Instant ID as a Service presents enrollment records in the Search Enrollment page.

For instructions on managing enrollment records, refer to Manage Enrollment Records.

Credentials

After completing the enrollment form, Instant ID as a Service also creates a credential. A credential identifies the applicant possibly using an image of the applicant and personal information. Instant ID as a Service is able to issue physical credentials by printing a card using a supported printer or a digital credential called a Mobile Flash Pass.

Mobile Flash Passes

Mobile Flash Passes are digital credentials that identify applicants using their smart phone. After creating a credential design, Instant ID as a Service provides the option to generate a Mobile Flash Pass for the applicant. The Applicant receives an email with instructions to add the Mobile Flash Pass to their Apple Wallet or Google Wallet applications. Any updates to the enrollment data in Instant ID as a Service will automatically push updates to the claimed Mobile Flash Pass on the user's device. Administrators can revoke claimed Mobile Flash Passes from within Instant ID as a Service.

For instructions on configuring Mobile Flash Pass, refer to Design Mobile Flash Passes.