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Template Management

Template Management in Breeze helps you create reusable configurations that standardize how Credentials are created and managed. This page gives you an overview of template management features and points you to detailed guides.

What are Templates?​

Templates are reusable configurations that define how Credentials are created, provisioned, and synchronized. Instead of configuring settings for each Credential individually, you can create a template once with all your preferred settings, then apply it to multiple Credentials.

Key Benefits:

  • Consistency: Ensure all Credentials follow the same configuration and standards
  • Efficiency: Set up complex settings once and reuse them across multiple Credentials
  • Time Savings: Reduce manual configuration work when creating new Credentials
  • Standardization: Maintain consistent settings across departments, locations, or use cases

Template Types​

Mobile Credential Templates​

Mobile Credential Templates define how mobile ID Credentials are provisioned and synchronized with your mobile ID provider. They bundle provider settings, sync behavior, notification preferences, and other configurations into a single reusable template.

Key Features:

  • Provider connection settings for mobile ID services
  • Automatic synchronization with mobile ID providers
  • Number range configuration for Credential identifiers
  • Incident notification settings
  • Optional card layout templates for previews

Getting Started​

To learn more about creating and managing Templates in Breeze, explore the following sections:

Common Tasks​

  • Create templates to standardize Credential creation
  • Configure provider settings and synchronization schedules
  • Set up notification preferences for template-related incidents
  • Manage multiple templates for different use cases or departments
  • Edit existing templates to update settings

For detailed instructions on these tasks, see the Mobile Credential Templates documentation.