Credential and Template Management Documentation

November 1, 2025 · 2 min read

Product owner Breeze @ Sotera

Documentation Updates - November 1, 2025

This update introduces comprehensive documentation for credential management, template management, and user administration features.

New Documentation:

Added Credential Management Overview - comprehensive guide covering credential types, lifecycle, creation, and management
Added Credential Statuses - detailed explanation of credential statuses and their lifecycle
Added Email History - guide to tracking email delivery status and timelines for Credential-related emails
Added ID Photo Requirements - guidelines for acceptable and unacceptable ID photos
Added Mobile Credential Lifecycle - comprehensive documentation explaining the lifecycle of Mobile Credentials, including states, transitions, and provisioning methods

Updated Documentation:

Enhanced Data Export guide with improved formatting and updated sidebar position
Improved Using List View with expanded content and clearer instructions

New Section:

Added new Template Management category to documentation structure (docs/template-management/)

New Documentation:

Added Mobile Credential Templates Overview - introduction to templates, their purpose, contents, and functionality
Added Creating Templates - step-by-step guide for creating mobile credential templates
Added Editing Templates - comprehensive guide covering all configuration sections when editing templates
Added Deleting Templates - instructions for removing mobile credential templates
Added Template List - overview of the list interface and filtering capabilities
Added Provider Synchronization - explanation of how provider synchronization keeps mobile IDs synchronized

New Documentation:

Added Roles and Permissions - comprehensive guide to general roles (System Admin, Super Administrator, Administrator, User) and task-specific roles within the Breeze platform