Create a Badge

Creating a badge relies on using a template from the badge template library to set up a badge that can later be assigned to user accounts. There are two ways to create a badge:

  • From the Badge Management tab, where you select a template to use as a basis when first creating the badge.

    1. On the main menu, select Badges. The Badges page opens.

    2. Click the Badge Management tab then click Create Badge in the upper right.

      The Create Badge page opens.

    3. Continue with the steps in To create a badge from Badge Management below.

  • From the Template Library tab, where you create a badge from a specific template that you can preview before creation.

    1. On the main menu, select Badges. The Badges page opens.

    2. Click the Template Library tab then click Create Badge for the specific template you want to use.

      The Create Badge page opens.

    3. Continue with the steps in To create a badge from the Template Library below.

  1. Enter the badge information:

    • Badge Documents Name - the name of the badge. This is how the badge appears in the Badge Management tab.

    • Description - a description of what this badge is used for.

  2. Select a template to use for the badge.

  3. Click Next, then enter the badge details:

    • Badge Label - the label on the front of the badge.

    • Badge Title - the title shown on the bottom of the badge.

    • Default Expiration Interval - the expiration date of the badge.

    • Affiliation - the role of the badge holder, for example, "volunteer".

    • Show Full Name - toggle whether to show the full name or first name only of the badge holder.

    • Name Order - specify whether the full name is shown in First Name First or Last Name First order.

    • Show or Hide options - toggle whether to show or hide the badge issue date, occupation, date of birth, badge expiration date, barcode, affiliation, ECL, or state license number.

    • Disclaimer - specify the disclaimer text that should appear on the back of the badge. Only Client Admins are allowed to edit this text.

    • Return Address - specify the return address for if the badge is lost. Only Client Admins are allowed to edit this text.

    • Show or Hide personal details - toggle whether to show or hide the badge holder's height, hair color, and eye color on the back of the badge.

    • Set availability to administrators of organizations - toggle whether or not the availability of this badge holder is shown to administrators of organizations? If you enable this setting, click the Add Organizations button that appears below it, then search for and select organizations.

  4. Click Next, then click Add Account in the next page.

  5. Search for and select the appropriate account to apply this badge to.

  6. If an occupation choice is available for that account, specify which account this badge applies to.

  7. Click Create.

  1. Enter the badge information:

    • Badge Documents Name - the name of the badge. This is how the badge appears in the Badge Management tab.

    • Description - a description of what this badge is used for.

  2. Select a template to use for the badge. This is already selected, if you are creating a badge from the Template Library tab.

  3. Click Next, then verify the badge details that were pre-populated when the template was set up. If necessary, edit any that need to be updated:

    • Badge Label - the label on the front of the badge.

    • Badge Title - the title shown on the bottom of the badge.

    • Default Expiration Interval - the expiration date of the badge.

    • Affiliation - the role of the badge holder, for example, "volunteer".

    • Show Full Name - toggle whether to show the full name or first name only of the badge holder.

    • Name Order - specify whether the full name is shown in First Name First or Last Name First order.

    • Show or Hide options - toggle whether to show or hide the badge issue date, occupation, date of birth, badge expiration date, barcode, affiliation, ECL, or state license number.

    • Disclaimer - specify the disclaimer text that should appear on the back of the badge. Only Client Admins are allowed to edit this text.

    • Return Address - specify the return address for if the badge is lost. Only Client Admins are allowed to edit this text.

    • Show or Hide personal details - toggle whether to show or hide the badge holder's height, hair color, and eye color on the back of the badge.

    • Set availability to administrators of organizations - toggle whether or not the availability of this badge holder is shown to administrators of organizations? If you enable this setting, click the Add Organizations button that appears below it, then search for and select organizations.

  4. Click Next, then click Add Account in the next page.

  5. Search for and select the appropriate account to apply this badge to.

  6. If an occupation choice is available for that account, specify which account this badge applies to.

  7. Click Create.