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How to create or clone badge templates?
How to create or clone badge templates?

Learn how to setup new custom badge template for your team

Archa K avatar
Written by Archa K
Updated over a week ago

Badge can be used for identification purpose for your employees. You can create custom badges templates that can be assigned to a badge type. The badges can then be printed when credentials are created for the users. The following are methods to start create a new badge template -

  1. Create a new badge template

  2. Clone an existing badge temple

Below are step-wise instructions to clone or create badges

  1. Navigate to the Badge menu in you Genea admin dashboard. This menu is available to global admin. It is available in Global Overview for Mercury users and at location level for Vertex users. You will see two tabs - Badge type and Badge template. Click on the latter.

  2. You will now see list of badge template

    1. Click on the Add button to create a new template OR

    2. Click on the Actions and click Clone to duplicate an existing template

  3. On clicking the Add button a popup will open asking for some initial information as shown below. Fill the required information and click the Create Template button. This will lead you to the badge editor.

  4. The badge editor has all the required design component available to design a badge. The features included in badge editor are

    1. Settings - The settings options let you update the basic template settings like name, sides and size.

    2. BG - The BG option is to change the background of the badge. You can either select a image or a solid color.

    3. Text - The Text option lets you add any text to the badge. You can change font color, size or style. You also have an option to link the text with an attribute which will dynamically update when printed.

    4. Square - You can add square shape using this option. You can change fill color, border color or side corners.

    5. Circle - You can add circle shape using this option.

    6. Line - You can add line shape using this option.

    7. Image - You can add a static image from the image library or select a dynamic image i.e image that will update from the user or company data e.g the profile image or location logo.

    8. Barcode - You can add a barcode using this option. You have additional option available to select the barcode type and link it with an attribute. The barcode will automatically generate as per the selected attributed when the badge is printed.

  5. You can switch the sides using the bottom preview if you select Double Sides.

  6. Once you have completed the design you can click the Save button.

These badge template would now be required to be attached to a badge type to allow application at user level.

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