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Record Management Creating Records Using Free Templates Creating your
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Printer Setup Using the Dashboard

Review our Technical FAQs

1. Dashboard 3. Data-Configuration 5. Templates 7. Misc
2. Records 4. Print 6. User Admin

1. Dashboard

How do I navigate through CloudBadging?

Use the Navigation bar menu.

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With this menu you can easily open any section and subsection of the program by simply clicking once on the name of the section or subsection you wish to work with.

How do I logout?

The Log out button is found on the top right corner of the application, click it once and you will be officially logged off.


2. Records

What are records?

A database record is also known as a row, is a collection of data separated by fields in a table that relate to one entity. For example, a table about employees would likely contain many separate fields for employee name, ID number, Department, Job title, date hired, and many more. In this case, a record would be an employee’s information in relation to those fields. One sample record for that table could be John Doe, 123456, HR, Office Manager, 01/01/2001.

How to default to the correct camera when taking a photo?

If you have multiple cameras, check the settings of the browser you are using since some browsers will allow you to select a default camera for web applications. However if your browser does not have the ability to select a default camera, disconnect or disable all cameras except the one you wish to use. Most computer systems will have a “device manager” of some sort that should allow you to disable specific devices.

What is a CSV file?

A CSV is a comma separated values file, which allows data to be saved in a table structured format. It stores tabular data (numbers and text) in plain text. Here is a sample of what your .csv file’s contents might look like:

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How can I see the records from my second dataset?

While in the “All Records” section check below the navigation bar, on the right side of the application for a drop down which will allow you to select from any dataset you have created.


3. Data configuration

What is a field?

A database field also known as a database column, is a data structure to hold a single piece on information for a record (database row). Fields are containers that will hold some information about a record. For example in a text field called “name” you would an employee’s name such as “John Doe”. In a numeric field called ID you would find the ID number for a person.

What is a primary key?

A primary key is a special relational database table column (or combination of columns) designated to uniquely identify all table records. A primary key’s main features are: It must contain a unique value for each row of data. It cannot contain null values.

How do I upload images?

Please note: all images must be in a .zip file and the path/filename must match the image path inside the uploaded .csv. You can not upload images without a corresponding .csv file. The max file size of the .zip is 200mbs. Each individual image file may not exceed 5mbs. All of the standard file image formats are accepted. There are three ways to upload image files; as a part of a .csv data import, manually browsing your file system, and taking a picture as you’re manually creating a new record. After you complete the data configuration setup, and have added an image field for the photos into your database, go into the “Records” Section of the program see the instruction there to import or add photos to CloudBadging.

  1. Upload images via .csv data import:

From the records menu, click on “Import/Export & Delete Records”

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Next, click on “Upload your own data & images”. Browse to your .csv and .zip files respectively and click import.

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2. Manually browsing your file system:

From the records menu, click on “Create Record”

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Enter the appropriate data required for the record and then click the browse button in the photo field

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Navigate your file system until you find the image file; then click open to select and then create records to save to your database.

3. Taking a picture while creating a new record:

From the records menu click on “Create Record”

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Enter the appropriate data required fro the record and then click use webcam in the photo field

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Take the picture and crop if necessary; then click create record to save to your database.

What is a dataset?

A dataset is a group of related data in a database used to store information about a group similar to a data table. Each dataset can store data without sharing it with other datasets. For example a school may have a dataset for students and another dataset for staff. This will give the user the ability to separate the student’s information from the staff information.

How many datasets can I create?

There are no limits to the number of datasets you can create, however each one can store large sets of records and fields so you will not need to create many datasets to store the information unless you have many vastly different groups. For example, a high school may have 9th, 10th, 11th, and 12th grade students, however the school does not need to create 4 datasets to store their information since all students could be stored in one dataset along with their grade level.

What are fields in a dataset?

A field in a dataset is like a column in a table such that it can store a specific piece of information. For example, if the system is being used to create Student ID’s, then one field could be the Student Name, while another field could be used to store the student grade, and yet another could be used to store the Student ID number. In this way the user can create as many Fields as are needed one for each piece of information that needs to be stored, including photos, and dates.

Can I edit the default dataset?

Yes, the default dataset is only to be used as a guide and can be modified to fit your needs.

Can I edit a dataset I created?

Yes, you can edit any dataset you have been given permission to modify.

How can I edit another dataset?

If you have been given permission to modify the dataset you want to edit, go to the top of the CloudBadging system and click on settings, then click on Data Configuration, finally click on the dataset you wish to modify and make the needed changes. If you do not see the dataset you want to work on, you may not have permission to edit that dataset.

What changes can I make to a dataset?

As long as you have permission to modify a dataset, you will be able to add fields, remove fields, re-order fields, change which field is the primary key and which fields are mandatory.


4. Print

Why can’t I see my template available?

If your template is in draft status it will not be available for printing. To change this status, go back to templates and make sure that your template is saved and set to “Active” instead of “Draft”.

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How to default to the correct camera when taking a photo?

If you have multiple cameras, check the settings of the browser you are using since some browsers will allow you to select a default camera for web applications. However if your browser does not have the ability to select a default camera, disconnect or disable all cameras except the one you wish to use. Most computer systems will have a “device manager” of some sort that should allow you to disable specific devices.

Why am I getting a blank box when I click on “Use Webcam” to capture a photo?

When this happens is usually because the CloudBadging could not find a camera or has been denied access to use the camera. If your browser is blocking all web sites from having access to your camera, CloudBadging will not be able to use the camera. The solution is to either add CloudBadging to the list of exceptions to have access to your camera or remove the block completely so web applications can access your camera when needed.

What is a required field?

A required field is a data field that cannot be left blank and needs to have a valid value inserted before a record can be saved.

Can I print a Badge from a mobile device?

CloudBadging does not support printing from a mobile device. Having said that, it is possible depending upon the exact mobile device you are using and how/if it’s configured for use on your workplace’s network. If your mobile device can print to a networked printer in your office, and you have configured your ID Card Printer as a network printer, then it’s possible.

What if my printer is not listed in the drop down?

In that case you could temporarily use one of the other similar models for your brand. However it would be best to report the missing card printer to tech support so it can be added to the list.


5. Templates

Why don’t I see the person’s name and photo in the template designer?

The template designer is only to create a layout for your records to be printed on. In this section you will not see the persona’s information of photo. Here you will add the elements that will later display the records information on the card. However you are able to click on preview on the top left to see what your current design will look like with the record(s) information you already have saved.

How can I see the back of the card?

If your template is a dual sided template, you will have a rectangle icon with an arrow in it on the top-left side of the template canvas to switch between the front and the back. If you have a single sided template you will not see this icon.

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How can I send an object to the back or to the front?

If you have added multiple objects to the template and wish to re-organize which objects should be in front or behind, look for the 2 rectangle icon on the top left of the template canvas that says “Arrange” when you hover the mouse over it. With your object selected, click on the “Arrange” button and choose from the four options available, to bring the object all the way forward in front of everything, all the way back behind everything, or move it one layer forward or one layer backward.

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Can I use a grid as a guide on the template canvas?

Yes, on the left side of the template canvas you will see a button icon that looks like an eye. This button will show or hide the grid. Keep in mind the grid will not be printed on the cards and is only used to help you align objects on the card.

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How can I print a copy of the front of the card on the back of the card?

To the left of the template canvas you will see a button icon that looks like a stamp. If you have a dual sided template, you could click on this icon to clone everything that is on the front of the card to the back of the card. You can then make changes to the back if you need to, or leave it as an exact copy of the front of the card.

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What is a variable image element?

The variable image element is used for images that will change from one card to the next. This element is usually used for the ID Photo, or a signature on the card.

What is an image element?

The image element is used to add static images to the template design such as a company logo, icon, certificate, or badge. This image will not change from one card to the next.

What is the difference between an image and a variable image?

Image is static and will print on every card unless it has a condition, and a variable image will change on each card and only print on one card unless you have duplicates.

What barcode format should I use?

You should use the barcode format that can be scanned by your barcode reader and the system you are using the barcodes for. If you do not know what format your system or reader use, try to print a card using code 39 or code 128. If that does not work, contact the vendor that sold you the barcode scanner or system and request that information from them. Since the barcode formats are not compatible with each other, make sure you select the correct one otherwise it will not work when you scan it.

What are conditions?

Conditions allow you to show or hide an object based on information about a record. For example, if you are designing Student ID’s and want to show a different mascot based on the students grade level, you could add each mascots image, go to the conditions of each one, and choose grade as the field, equals as the operator, and type in the value of the grade for the mascot you currently have selected. That way each mascot image will have a different grade value associated to it, and only one of them will print on the card. Using this method, the students will have a mascot printed on their card that corresponds to their grade.

How can I remove a condition from an object?

Select the object on the template canvas and click on conditions, next to properties Under Object settings. Here you will see all conditions associated with this object. To remove one, simply click on the trash can icon to the right of the condition listed that you wish to remove.

How can I rename my template design?

To rename your template design, click on the settings tab next to the Design tab on the top left. Then simply type in the name you wish to use for this template in the space provided under the Template Name.

Can I change the card size of my existing template?

Yes, if you click on the settings tab next to the Design tab on the top left and scroll down under layout and size, you will see your current card size listed and can change it as needed. Ensure the card size you select is compatible with the printer and cards you are using since choosing the wrong card size can damage your print head, ribbon, and other mechanical components of the printer.

Can I change my existing template to be dual sided?

Yes, if you click on the settings tab next to the Design tab on the top left and scroll down under layout and size, here you will a listing called Sides with a drop down under it. To make your template dual sided, click on the drop down and select the number “2” and save changes.

Can I change my existing template to be single sided?

Yes, if you click on the settings tab next to the Design tab on the top left and scroll down under layout and size, here you will a listing called Sides with a drop down under it. To make your template dual sided, click on the drop down and select the number “1” and save the changes. Please note you will lose everything that has been added to the back of the card.

What is the difference between “text align” and “object align”?

Text align refers to the alignment of the text inside of the text object on the template canvas, object align refers to the alignment of the object on the card. For example, you could text align to the left and object align to the right. This would move the text object (box) to the right of the card but the text inside that box will appear on the left side of that text object (box).

What is opacity?

Is the condition of lacking transparency or translucence, opaqueness! In the template designer you could modify the “opacity” of any object added to make the object more transparent by decreasing the opacity or less transparent by increasing the opacity. Keeping the opacity at 100% will keep the original object, lowering the opacity to 0% means that the object is completely invisible.

What are the magstripe Track 1, Track 2, and Track 3 used for?

Most magstripe cards have the ability to hold 3 different lines of information. Track 1, 2, and 3 represent the 3 lines of data a regular magstripe card can hold. Each one can hold the same information or separate pieces of data. However not all magstripe readers can read all 3 tracks. For this reason ensure your system and reader can read the tracks that you want to encode. Also note that track 2 can only hold numerical data, and track 1 and 3 can hold Alpha-Numerical data but all alpha characters need to be upper case.

Why do I see a bar on the front of the card when I click on magstripe?

This bar is a representation of the magstripe on the back of the card, it is present to allow you to click on it and change its properties. However it is a non-printable object meaning that it will not be printed on the cards and only shows up in the template designer as a reference to the magstripe on the back of the card.

How can I see only the templates connected to a specific dataset?

In the all templates section, you should see a drop down that says all datasets below the navigation bar, on the right side. Click on that dropdown and select the dataset you wish to work with. This will make all the other templates disappear and only the templates connected to the dataset you choose will be displayed

Can I change the dataset that a template is connected too?

Yes, to change the dataset of a template, open the template editor, click on settings, and then click on the drop down for the datasets which will allow you to select a different dataset than the current one. However keep in mind that the template may have text, number, and image fields that were called something in one dataset and may be under a different name or missing on the new dataset. For this reason you may need to reconnect the fields on the template design to the fields on the dataset you are connection the template with.


6. User Administration

What do the various user permissions allow a user to do (or not do) in CloudBadging?

There are 6 different permissions that can be assigned to any user of the system.

Update company information:

This permission will only be relevant for the initial User Account that is created when you begin to use CloudBadging. This allows that user, and that user ONLY, to update company specific information within CloudBadging. For example if the initial User Account is “Jane Doe”, Jane will have the primary contact email, phone, and name and address of the Organization associated with her account.  Please update this information as necessary.

User management:

This permission allows a user to add, edit, or delete user accounts. To access User Management, place your mouse over the SETTING menu in the upper right corner. A sub-menu will display; click on User Management.

Data Configuration:

This permission allows a user to adjust the structure of your internal CloudBadging Database. You are able to add, edit, or delete data fields that will be used to store information for your badging needs.

Reports:

This permission allows a user to run reports showing user activity in the system.

Template Management:

This permission allows a user to create, edit, or delete Badge Templates.

Print and record management:

This permission allows a user to print Badges and/or add, edit, and delete records of information that you have stored in the system.

Update company information

This permission will only be relevant for the initial User Account that is created when you begin to use CloudBadging. This allows that user, and that user ONLY, to update company specific information within CloudBadging. For example if the initial User Account is “Jane Doe”, Jane will have the primary contact email, phone, and name and address of the Organization associated with her account. Please update this information as necessary.

User management

This permission allows a user to add, edit, or delete user accounts. To access User Management, place your mouse over the SETTING menu in the upper right corner. A sub-menu will display; click on User Management.
User management

Data Configuration

This permission allows a user to adjust the structure of your internal CloudBadging Database. You are able to add, edit, or delete data fields that will be used to store information for your badging needs.
To access Data Configuration, from the Dashboard click on “Configure your database”.
Data configuration

Reports

This permission allows a user to run reports showing user activity in the system. To access Reports, from the main menu click on “Reporting”.
Reporting

Template Management

This permission allows a user to create, edit, or delete Badge Templates. To access Templates, from the main menu click on “Templates”.
Template management

Print and Record Management

This permission allows a user to print Badges and/or add, edit, and delete records of information that you have stored in the system. To print a Badge, from the main menu click on “Print”.
Print
To add, edit, or delete records of information manually, from the main menu click on “Records”.
Records


7. Miscellaneous

What is the blue circle in the lower right corner of the window for?

Support

This is the chat support feature in CloudBadging. Please note that this is not a “live chat”. It’s more akin to sending an email for support, the major difference being the communication occurs entirely within the CloudBadging Application.

If you see a number in the red circle, that means you have unread information, which could be a response from a Support Technician or it could be an automated message that CloudBadging sent you in an effort to help you learn how to use the system. To see or create messages, first click on the Blue Circle. A window will appear on the right of your screen. To create a support inquiry, click on the new conversation button at the bottom of the window. To view a listing of your messages, click on the menu button in the upper left corner of the window. Support

How do I reset the tutorials that appeared the first time I viewed certain parts of CloudBadging?

Click on your profile name at the top right of the window, then scroll down to “reset all first time guided tour”. Return to the page you were on and you will see the tutorial.

When adding or editing a user account I see a Language Preference option of English and Spanish. Is there a Spanish Language version of CloudBadging available? Can I request and receive support using Spanish?

Our intent is to offer a Spanish Language version of CloudBadging in a future version of the Software. Support can be requested using Spanish but is offered as “best effort” only.  Support is only guaranteed using English. This is because most, but not all, of our Technicians are Bi-Lingual in English and Spanish.

How do I reset my password if I have forgotten it?

At the login screen to CloudBadging, there is a “forgot password” link. Click that and enter your username (your email address) and a password reset will be emailed to you at the email address you specified.

What Web Browsing Software is supported?

Only versions that are supported by the vendor of that Browser are supported. You can use Internet Explorer, Google Chrome, Firefox, Safari and Opera.

When using Internet Explorer, should I have Compatibility Mode turned on or off?

Compatibility Mode must be turned off when using CloudBadging.