Getting Started with IDpackGetting Started with IDpack

Welcome to IDpack! This guide will help you quickly get started with IDpack. Please read through the following information carefully. It will save you both time and questions.

Understanding IDpack

Before diving into IDpack, it is important to understand the logic behind how the software operates. IDpack functions very differently from traditional badge production software.

IDpack intentionally separates badge design from badge production through two core modules, Designer and Producer. The Designer module brings together badge design, project configuration, and data structure in a single centralized workspace, while Producer is dedicated strictly to badge printing and output.

This separation provides a significant security advantage, especially when managing large scale badge production for events. With IDpack, your badge designs and project settings are protected from accidental interference or unauthorized changes, a feature uncommon in competitor solutions.

With over 25 years of experience in badge software development, we have learned two key lessons:

  1. Most users utilize only the basic features of a badge designer, creating simple designs with a logo, photo, name, title, and barcode on a clean background.
  2. Many users struggle with database creation and management, which often requires technical expertise.

To address these challenges, IDpack simplifies database management by controlling it directly within the platform. The Designer module provides starter designs supplied by IDpack to help you begin quickly, while giving you full control to customize and build your own designs from scratch.

This unified workflow lets you focus on your business while creating secure, consistent, and production ready badges from anywhere in the world.

Key Terminology

Below are some important terms used in IDpack:

  • Design A visual layout of a badge, including images, static text, and dynamic fields, for the front and back.
  • Project A configured environment that combines one or more designs, data fields, and production settings.
  • Designer The module where designs and projects are created, configured, and managed.
  • Organization A company, institution, or group that uses IDpack.
  • Record A single entry in a project that represents a person or item. Each record can be printed as a badge.
  • Shortcode A placeholder that automatically fills in data from your data structure, for example a name or ID number.
  • Field A specific piece of information stored in the data structure, such as First Name or Title.

IDpack Interface Overview

The following terminology describes the IDpack interface:

  • Top Header Displays profile photo, name, badge status, profile link, dashboard, and current subscription plan.
  • Menu Allows navigation between the main modules.
  • Tabs Navigate between subsections within a module.
  • Toolbar Contains action buttons and the help section.
  • Search Lets you search within the current module.
  • Content Area The main workspace for using IDpack.
  • Navigation Bar Appears when a table list is available, providing filters and navigation options.
  • Footer Located at the bottom of the page.

These elements may vary based on your page location, subscription level, role, and privileges.

Lets Get Started

Now that you understand the basics of IDpack, lets walk through the steps to create and print your first badge within 15 minutes:

  1. Designer Start by creating your project and badge designs in the Designer module. Use a provided starter design or build your own front and back designs, then define the fields required for your project.
  2. Producer Once your project is ready, navigate to the Producer module. Your project will appear in the list, allowing you to add records and print your first badge.

Congratulations! You have successfully printed your first badge. Now, you can explore IDpack further:

  • Create multiple projects for live production or testing environments.
  • Use roles and privileges to control visibility and access.

Experiment with IDpack to unlock its full potential and streamline your badge production process.