How to Add a Badge in TSW
There are two routes you can take as a Security Manager to add a Badge to an Employee in ThreatSwitch. You can go to the employees profile or proceed to the Badges section in TSW. Review the steps below to learn how to do either method.
Creating a Badge via the Employee Profile:
Select "People" on the left hand side panel
Search and Select the user you would like to add a Badge to
Open the Employee's profile and select the "Badges" section
From there click "Add a Badge" and fill out the appropriate information
The required fields are: Issued To, CAGE Code, Badge Number, Issuer, Status, Issue Date, Recipient Name, Badge Type and Agency Name
You have the option to add an Expiration Date and/or Notes for this individual.
Click Save and you are done!
Creating a Badge via Badge Section:
Select "Administration" located on the navigation bar on the left and then select Badges".
Click "Add a Badge" located in the right hand corner
Complete the form you are presented with. You must complete the required fields; Issued To, CAGE Code, Badge Number, Issuer, Status, Issue Date, Recipient Name, Badge Type and Agency Name
You have the option to add an Expiration Date and/or Notes for this individual.
Click Save and you are done!
Please note - There are two steps that need to be completed before adding a Badge to an employee. In order to add a Badge, the employee must be pre-entered into TSW (want to learn more, this support article can help!) and the Facility must be added to the system prior adding a Badge (unsure on how to do this? Check this support article).
Other fun facts: Having a contract assigned is not a requirement for adding a Badge, but in order to successfully link a Contract you will need to pre-load this information as well.
DId you know?: You can also assign a Badge to an employee who is not currently in your TSW account. In order for you to select this method is by selecting "Other" for the "Issued To" field.