Badges for staff, partners and visitors

Documentation · Management system

Create and print badges (automatic number, photo, QR code), control entries and exits, or reuse the badges the company already has.

1. Enable badges

Partners › Badges: the feature is optional. Choose Create our badges with TraceFlow (automatic number, printing) or Use our existing badges (your numbers and card codes are reused).

The badge list.
The badge list.

2. Create a badge

New badge: type of holder (staff, supplier, customer, visitor), person, photo. The number is suggested automatically (AGT-0001, FRN-…) and can become the employee's staff number. Badges for all staff creates the missing ones in one click.

3. Templates and colours

Settings: classic, modern (landscape), minimal or your own background; colour by type of holder and, if you wish, by position; numbering, validity, back text (return if lost).

Front and back preview.
Front and back preview.

4. Print

PDF for the printer: card format (85.6 × 54 mm), front and back, with bleed, to hand as is to a screen printer or card printer. A4 sheet: to print and cut yourself.

5. Colour-coded access zones

Settings › Access zones: Add a zone (Production, Laboratory, Warehouse, Offices…), choose its colour, then Save settings. Each zone and each type of holder keeps a clearly distinct colour: if two colours are too close, the software assigns another one automatically. On each badge (at creation or in its preview), tick the Authorised access zones: the printed card carries one colour stripe per zone on its right edge.

Access zones ticked on a badge.
Access zones ticked on a badge.

6. Control entries and exits

Control and passages: choose the Checkpoint (site entrance or a specific zone), then scan the QR code or type the number. Reading sources: Camera (webcam, or the phone camera with Phone Link), Phone (the TraceFlow Chain phone app acts as a scanner after reading a pairing QR code), USB or Bluetooth barcode scanner (always active) and Serial / Bluetooth scanner. A badge without access to the chosen zone is refused. The photo and status appear, then Entry or Exit. A fake, expired or withdrawn badge is refused. The counter shows the people present on site.

Checking a badge.
Checking a badge.

7. Loss or departure

Withdraw a badge (loss, theft, departure) so that it is refused at control. Renew changes the QR code: the old card is no longer recognised.