Enrolling a New User and Issuing a Badge
Overview
Enrolling a new user and issuing a badge is a multi-step process that involves collaboration between applicants, approvers, and credential issuance officials. This end-to-end workflow ensures proper identity verification, authorization, and credential production while maintaining security and compliance standards.
The enrollment process begins when an applicant requests a credential and continues through identity verification, approval, and physical badge issuance.
Process Flow
The complete enrollment workflow follows these key stages:
Adding an Applicant – The applicant is registered in the system, creating their initial user record with basic demographic information.
Requesting a Credential – The applicant (or a sponsor) formally requests a specific type of credential, such as an employee badge, contractor pass, or visitor credential.
Enrolling an Applicant's Photo and Identity Documents – The applicant submits biometric data (photograph) and identity-proofing documents required for credential issuance. This step ensures the person requesting the badge is who they claim to be.
Approving a User for a Credential – An authorized approver reviews the application and supporting documentation, then grants or denies permission to issue the credential based on organizational policies and security requirements.
Printing a Badge – Once approved, badge administrators produce the physical smart badge, encode the credential data, and prepare it for distribution to the user.
Who Is Involved
This process requires participation from multiple roles:
Applicants – Individuals requesting credentials who must provide personal information and identity documents
Sponsors (optional) – Employees who may initiate requests on behalf of applicants
Approvers – Authorized personnel who verify eligibility and authorize credential issuance
Badge Administrators – Staff who operate the badge production system and manage technical aspects
IT Administrators – Technical staff who maintain system configuration and integrations
Prerequisites
Before beginning this process, ensure:
The identity management system is properly configured for your credential types
Badge printers and encoding hardware are operational and connected
Approval workflows are established and active
Required identity-proofing document types are defined
User roles and permissions are properly assigned
What You'll Need
For Applicants:
Valid government-issued identification
Recent photograph (if not captured on-site)
Contact information and demographic data
Sponsoring employee information (if required)
For Badge Administrators:
Access to identity management console
Badge printer and encoder access
Approved credential templates
Blank badge stock and supplies
Expected Outcomes
Upon successful completion of this process:
The user has an active account in the identity management system
All required identity documents are captured and stored securely
Proper authorization has been documented
A physical smart badge has been produced and encoded with the user's credential
The badge is ready for distribution to the user
Access control systems recognize the new credential