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On this page
  • Create a credential template
  • View and edit a credential template
  • Archive a credential template
  • Restore a credential template

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  1. Guides
  2. Portal Tutorials
  3. Organisation Administrators

Credential Templates

Last updated 1 year ago

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Create a credential template

Credential templates form the structure of verifiable credentials which Organisation Administrators issue to Holders. Organisation Administrators can create new credential templates by navigating to Credentials on the left-side menu of the SVX Portal, and selecting Credential templates.

After selecting the Create credential template button, you will be presented with a form on the left-side of the screen, and a preview of the final verifiable credential on the right. The form consists of the following fields:

  • Template name

  • Schema (listed are schemas made available to the Organisation by Tenant Administrators)

  • Default credential card background colour

  • Default credential card text colour

  • Default credential card logo (Organisation Administrator can decide display a logo or not)

Once all required fields are complete select the Create button and the credential template will appear in a list with a designated version number.

Note A schema forms the structure of the verifiable credential, allowing you to issue credentials that include information specific to a Holder.

View and edit a credential template

Organisation Administrators can view a credential template by navigating to Credentials on the left-side menu of the SVX Portal, and selecting Credential templates. Locate the credential template in the list and select the horizontal ellipsis icon ⋯ alongside the template’s name to reveal menu options. Select View template. You will be presented with the following information:

  • Credential preview

  • Template name

  • Template ID

  • Schema

  • Default credential background colour

  • Default credential text card colour

  • Default credential card logo

To edit the credential template, select Edit template from the horizontal ellipsis icon ⋯ alongside the template's name. The information will be presented as an editable form where you can update / change the following information:

  • Template name

  • Default credential background colour

  • Default credential text card colour

  • Default credential card logo

When complete, select Save to save changes, or Cancel to discard changes.

Archive a credential template

To archive a credential template, navigate to Credentials on the left-side menu of the SVX Portal, and select Credential templates. Select the Active templates tab and locate the credential template in the list. Select the horizontal ellipsis icon ⋯ alongside the template’s name to reveal menu options. Select Archive template and confirm the archiving of the credential template via the modal window. The credential template will be removed from the Organisation, and will be moved to the Archived templates tab.

Note Archiving a credential template: Credential templates can be reinstated if required and full functionality will be restored across the Organisation.

Restore a credential template

To restore a credential template navigate to Credentials on the left-side menu of the SVX Portal, and select Credential templates. Locate the credential template in the Archived templates tab and select the horizontal ellipsis icon ⋯ alongside the template’s name to reveal menu options. Select Restore and confirm the reinstating of the credential template via the modal window. The credential template will be restored to the Organisation, and will be moved to the Active templates tab.

How to create a credential template tutorial video.
How to view and edit a credential template tutorial video.
How to archive a credential template tutorial video.
How to restore a credential template tutorial video.