Badges
CONNECT > Configuration > Badges:
Badge Configuration provides all the tools needed to create a variety of different badge designs.
General Settings
This section allows for users to configure:
- the Default Background Color for photo background picker.
- Instructions for the badge administrators that are administering and printing badges.
Templates
The Badge Templates page provides a list of existing badge templates, and shows their assignment status, dimensions and status.
-
To create a new template, click New. To edit an existing template, click the edit button.
-
The image below shows the layout of an existing template in the system. Initial configuration includes:
- Name: Enter a name for the template.
- Description: Provide a description of the template.
- Background Color: Change the default background color if required.
- Size: Configure the unit of measurement, then enter the Height, Width and desired corner radius for the template.
- is double sided: Enable to be able to design both a front and back of the badge. This will allow you to select Front or Back to displace and edit.
The standard size for a typical proximity card is 3.37 X 2.13 inches. Please ensure your badge template is sized correctly for the type of badge required.
-
The icons on the left side of the page can be clicked or dragged onto the badge template to create the desired badge design.
| Icon | Description |
|---|---|
 |
Image from File: An image, such as a corporate logo, can be uploaded and placed on the badge template. |
 |
Identity Picture: The picture of the Identity from their record in CONNECT will be printed on the badge in the position where the picture icon is located. |
 |
Free Text: The user is able to enter specific text onto the badge template using the free text icon. |
 |
Database Field: The user can use multiple database fields to place Identity data onto the badge template. The database field can be used to add the Identity’s name, company, email address, and phone etc. onto the badge template. |
 |
Square: Places a configurable square shape onto the badge template. |
 |
Circle: Places a configurable circle shape onto the badge template. |
 |
Line: Places a configurable line shape onto the badge template. |
 |
Barcode: Places a barcode onto the badge template. Barcode 39 and QR Code (2D barcodes) are supported. The barcode is linked to a specific field from the database. |
 |
Arrow: Places a configurable arrow shape onto the badge template. |
-
Once the badge design is complete the icons on the bottom-left of the screen provide additional options.
| Icon | Description |
|---|---|
 |
Return to Badges List: The user is taken back to the main page with the list of available badge templates. Make sure to save prior to leaving this page. |
 |
Save: Allows the user to save the badge template. |
 |
Import: Badge templates can be imported into the system as required. Only templates that were created in CONNECT (.badge file format) are supported. This provides a means to “copy” badge template by exporting and importing the template with a new name. |
 |
Export: Allows the user to export the template to a file. This is useful for keeping a backup of the template, or making a copy to import as a new template. |
 |
Preview: Allows the user to preview the current badge design. |
 |
Settings: The user can make the template active/inactive and assign the template to specific Buildings and types of Identities. |
Badge Template Preview
As stated above, clicking “Preview” allows the user to see a preview of the badge design. The user must search for a specific Identity in order to see a preview. The preview can be printed and/or exported from this screen.
Badge Template Settings
Clicking the “Settings” icon will display a list of settings related to the badge template.
- Set the badge template to “Active”.
- Select the Buildings the template applies to (or select all buildings).
- Select the Identity Type and Categories that the template applies to (or select all).
- Select the Identity Department that the template applies to (or select all).
Badge templates are inactive by default. Please ensure the template is set to active when creating a new badge template.