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How do I Access and Manage Badges?

Azavista Support
Updated

Accessing and Managing the Badges

Overview

This article explains how users can access, view, and manage badges within the Onsite Check-In → Badges module.

The Badge module allows event managers and administrators to create, duplicate, edit, and archive badge templates using either predefined or custom configurations. Users can work with both Editor and Manual modes depending on their design preferences and printing requirements.

Step-by-Step Approach

1. Access the Badge Menu

  • Navigate to Onsite Check-In → Badges from the List of modules at Event level.
  • The Badge module opens, displaying all existing badge templates in a list view.
  • From here, users can view, create, or manage badges based on their assigned permissions.

2. View Badges in List View

  • All existing badges are displayed in a structured list format.
  • Each badge entry includes details such as:
    • Badge Name
    • Badge Type (Editor / Manual)
    • Format Size
    • Last Modified Date
  • Use the Search and Filter options to quickly locate a specific badge.

3. Create a Badge (Editor Mode – Fixed Format Sizes)

  • Click Create Badge and select Editor as the type.
  • Choose a predefined badge size from the available fixed formats:
    • Large (Default)
    • Regular
    • Name Card
  • Each fixed format comes with predefined dimensions and layout ratios optimized for standard badge printers.
  • Once selected, open the Badge Editor to begin adding content such as:
    • Background image
    • Merge fields (Name, Company, Role, etc.)
    • QR code or barcode
    • Event branding elements

4. Create a Badge (Editor Mode – Custom Format Size)

  • To design a badge with non-standard dimensions:
    1. Select Editor → Custom Format.
    2. Define your custom settings:
      • Paper Type (PVC, Paper, Sticker, etc.)
      • Width and Height (in mm or inches)
      • Scale Factor (for resizing content proportionally)
      • Pullback Margins (for printer calibration)
      • Double-Sided Toggle (for enabling front and back layout designs)
    3. Once configured, click Create to generate the custom badge canvas.
    4. Proceed to add text, background, and variable fields as required.

5. Create a Badge in Manual Mode

  • Select Create Badge → Manual Mode.
  • Manual mode is used for static designs that don’t rely on data merge fields or automated layouts.
  • This mode is ideal for:
    • Custom sponsor badges
    • Guest passes
    • Non-dynamic badge formats
  • Once created, manually add visual elements and print as-is.

6. Duplicate an Existing Badge (Editor Mode)

  • In the badge list view, locate the badge you want to duplicate.
  • Click the More Options (⋮) icon and select Duplicate.
  • Specify the name in the Duplicate Badge pop-up.
  • You can now modify design, dimensions, or content independently from the original badge.

7. Change a Badge Name

  • In the badge list view, locate the badge you want to update.
  • Click the More Options (⋮) icon and select Change Configuration.
  • Enter the new name in the text field and confirm.
  • The updated name is saved instantly and reflected across the system.

8. Edit an Existing Badge

  • In the badge list view, locate the badge you want to edit.
  • Click the More Options (⋮) icon and select Edit.
  • Once selected, open the Badge Editor to begin modifying content such as:
    • Background image
    • Merge fields (Name, Company, Role, etc.)
    • QR code or barcode
    • Event branding elements

9. Archive Badges

  • Locate the badge you wish to remove in the list view.
  • Click the More Options (⋮) icon and select:
    • Archive – Permanently removes the badge from the system (irreversible).

10. Use Single-Row Action: Copy to Other Event

The Copy to Other Event action simplifies badge management by allowing quick duplication of configurations across events. This improves efficiency and ensures a consistent badge setup experience.

  • Locate the badge you want to copy.
  • Go to More Options (⋮) and select the Copy to Other Event option.
  • In the pop-up window, choose the event where you want to copy the badge configuration.
  • Confirm your selection.
  • Click on the Select button to proceed.
  • The selected badge configuration will be duplicated in the target event.

Best Practices

  • Verify the target event before confirming the copy action.
  • Review the copied badge in the new event to ensure all configurations are correctly applied.
  • Use this feature to maintain consistency across recurring or similar events.

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