Getting Started with IDpack Cloud

Welcome to IDpack Cloud (IDC)! This guide will help you quickly get started with IDC. Please read through the following information carefully—it will save you both time and questions.

Understanding IDC

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

We’ve intentionally separated badge design from badge production by creating three main components: Template Designer, Project Manager, and Producer. This separation provides a significant security advantage, especially when managing large-scale badge production for events. With IDC, your badge designs 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’ve learned two key lessons:

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

To address these challenges, IDC simplifies database management by controlling it directly within the platform. We also provide a robust template library that lets you choose pre-designed templates or create your own from scratch. By selecting a design from the library and customizing it in the Project Manager, you can focus on your business while creating unique badges tailored to your data collection needs—all from anywhere in the world.

Key Terminology

Below are some important terms used in IDpack:

Template – A pre-designed badge layout that you can customize in the Template Editor with images and text.
Project – A collection of settings and templates used to create badges. You can have multiple projects.
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 database (e.g., a name or ID number).
Field – A specific piece of information stored in the database, like First Name or Title.

IDC Interface Overview

The following terminology describes the IDC interface:

Top Header – Displays profile photo, name, badge status, profile link, dashboard, and current subscription plan.
Menu – Allows navigation between the main sections.
Tabs – Navigate between modules and sub-sections.
Toolbar – Contains action buttons and the help section.
Search – Lets you search within the current section.
Content Area – The main workspace for using IDC.
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.

Let’s Get Started

Now that you understand the basics of IDC, let’s walk through the steps to create and print your first badge within 15 minutes:

Template Designer – Start by designing your badge template. You can either create a design from scratch or choose one from the template library and customize it to suit your needs. Modify images, static text, and dynamic fields to align with your project requirements.
Project Manager – Next, configure your project using the Project Manager. Select your customized template and define the fields needed for data collection. Once finished, activate the project.
Producer – After activating your project, navigate to the Producer section, where your project will appear in the list. Follow the instructions to print your first badge.

Congratulations! You’ve successfully printed your first badge. Now, you can explore IDC further:

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

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