Issue a Device for a User

  1. On the User page, click on the Add Device button:

  2. Select the device you want to issue, and select Issue Device in the Action Type drop-down list:

    Note: If you do not see the device you want to issue, click to update the display of connected devices.

    Note: By default, Issue Device is selected as the Action Type.

  3. Select the device policy using the Device Policy drop-down list:

  4. Enter the PIN and click Continue to issue the device.

    Note: The PIN limitations configured in ActivID CMS are displayed when you click on the info button () as well as dynamically as you enter the PIN. In addition, the PIN configuration set in the Security Settings of ActivID CMS determines when and how the PIN must be entered:

    • If Device initial PIN display mode is set to Displayed in the Security Settings, you only need to enter the PIN once (as shown in the example above).

    • If Device initial PIN display mode is set to Disguised, the PIN is masked as you enter it, and you are required to confirm it.

    • If Device initial PIN display mode is set to Not Displayed and the User Portal configuration in ActivID CMS is configured to change the PIN during device issuance (Change PIN during issuance set to Yes), you are prompted to change the PIN at the end of the device issuance (not shown in the example below).

    • If Device initial PIN display mode is set to Not Displayed and the User Portal configuration in ActivID CMS is configured to Not change the PIN during device issuance (Change PIN during issuance set to No), you are not prompted for a PIN and the user can recover the initial PIN directly (see Get Initial PIN).

    After the issuance is completed successfully, the User page is displayed again. The page now displays details about the newly-issued device:

Important: If the issuance fails, a dialog box appears with information concerning the error encountered:


Note: You can click to copy the error information.

  • Clicking Retry starts the issuance again using the same device with the same policy. Do not remove the device from the reader.

    Note: If you want to try to issue the device again using a different policy or a different PIN, you must cancel the current issuance and start a new one.

  • Clicking Cancel returns you to the User page; the device is no longer assigned to the user.

    Note: After a failed issuance, even if the user chooses neither Retry nor Cancel (for example, the browser is closed, or the user logs out), the device can still be recycled.