Before setting up the card template, make sure that the following things apply:

• Install Identity Manager

• Available data pool

• Available state graph

• Available processes related to the identity

• Available forms related to the identity

• Available layouts for front and backside if required

• Log in to Identity Manager Admin as Administrator.

1. In Identity Manager Admin, go to Home > Cards.

2. To add a new card template:

   1. Click +New. Enter a Name and a Description.

   2. Select a Data Pool.

   3. Click Save+Edit.
      The Card panel is shown.

3. To edit an existing card template, double-click on its name.

• Select a State Graph from the selection box.
  New tabs are displayed, one for each state in the connected state graph. Each tab needs at least a default form to be configured (see below).

Select which process that leads to a new instance of the card template. This process is started when a user selects the card template in Identity Manager Operator and clicks NEW:

• In the General tab, in Process, select a process in the selection box.