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Credential Management

Credential Management in Breeze helps you create, issue, and manage the IDs people use — physical cards and mobile IDs — from start to finish. This page gives you the essentials and points you to detailed guides.

What is a Credential?​

  • A Credential is an ID you give to a person, like a staff ID-card or a mobile ID on their phone.
  • It’s used to identify the person and, if you choose, to control access (doors, services, systems).

The kinds of Credentials Breeze supports​

  • Card: A physical card you can print, personalize, and (if needed) encode for access.
  • Mobile ID: A digital ID on a person’s phone that you can issue or revoke.

How Credentials are created (in simple terms)​

  1. Pick a design: Choose the ready-made template you want to use.
  2. Fill in details: Add the person’s info (name, photo, title, etc.).
  3. (Optional) Invite the person: Send them a link to provide or confirm details (“Duo ID” invite).
  4. Make it: Produce the card or issue the mobile ID.
  5. Check it: Review the result (quality check) before it goes live.
  6. Activate: Make it ready for day-to-day use.

Common tasks you can do​

  • Create one Credential or many at once (batch).
  • Update photos and details; preview how the card will look.
  • Activate or replace a Credential when needed.
  • Track progress (requested → in production → quality check → ready to use) at a glance.
  • See if Duo ID invites were delivered or opened; resend when needed.

The Credential journey (lifecycle) at a glance​

  • Draft: You start the Credential and fill in details.
  • Request/Review: Someone reviews and approves if your policy requires it.
  • In production: The card is being printed/encoded, or the mobile ID is being issued.
  • Quality check: Final checks by the production team to make sure everything looks right.
  • Ready to use: The Credential is active.
  • Replace: Make a new one to supersede the old one.
  • Activate: If connected to a system, activate the Credential to make it ready for day-to-day use.
  • Deactivate: If connected to a system, deactivate the Credential to make it no longer usable.

Duo ID (optional invite)​

  • Send the person a simple email link to provide a photo or missing details.
  • Breeze shows whether the email was delivered and opened, so you know if follow-up is needed.
  • Review the Credential before going to production.

Batches (many at once)​

  • Create a larger group of Credentials in one go (visitor cards, event cards, temporary cards, etc.).
  • Each Credential still gets its own unique number and status.

Good practices​

  • Keep only what you need: Create and activate Credentials for the right people at the right time.
  • Review regularly: Remove or deactivate Credentials that are no longer needed.
  • Use the invite when helpful: Let people supply their own photo/details to reduce admin work.
  • Act fast on lost Credentials: Deactivate or replace right away.

FAQs​

  • What’s the difference between a card and a mobile ID?
    • A card is physical; a mobile ID lives on the person’s phone. Both can be managed the same way: create, activate, deactivate, or replace.
  • Can I make many Credentials at once?
    • Yes. Use a batch to create a group quickly while keeping each Credential trackable.
  • What if a Credential is lost?
    • Deactivate it immediately, then issue a replacement.
  • How do I know if someone received their Duo ID invite?
    • Breeze shows if the Duo ID invite was delivered and whether it was opened.

Key takeaways​

  • Credentials are the IDs you issue (card or mobile).
  • Breeze makes it easy to create, check, activate, deactivate, replace, and track them.
  • Optional invites help people provide their own details, and you can see if invites were delivered or opened.

Next steps​