Getting Started with Open Badge Factory (OBF)

1. Access OBF

You will have received an email from OBF  – please check your junk folder if it hasn’t landed in your inbox.

The email is an invitation to gain access to the new OBF account and contains a link to set up your own log in. Please note, this link is only valid for 7 days following being sent, so be sure to follow the steps as soon as you can!

Once you’re in, consider adding your dashboard URL to your browser favourites for easy access in future log ins.

2. Check organisation details and settings

We set up your account with basic information provided during the onboarding process, such as your organisation name.

Please ensure you check your organisation details carefully before commencing any issuing.

Visit ‘Admin tools’ from the navigation menu at the top of your screen.

And click ‘Organisation details’ from the menu on the left.

This will open a page to update your details. Use this to customise your account by adding a company logo, description, and linking to social media.

Please note that any information on this page will be visible to the public and may be embedded into the badges you issue. Only include information you are comfortable sharing online.

You don’t have to manage your account alone! As an account Admin, you can grant access to any colleagues or team members and be as flexible as you need for how you want to manage your account, badges, and content.

To avoid any accidental data breaches or interruptions to your processes, we do not automatically add each new badge writer to their organisation’s OBF account when they have a badge published.

How you manage content and personal data is at your organisation's discretion - you might choose to add a small group of colleagues with responsibilities around administration and data processing, or you may prefer to grant access to colleagues that are delivering activity in the room with your earners.

Please see this guide to find out more about what user roles are available to your organisation on OBF.

Please see this guide to find out how to add new users to the platform.

NOTE:

When you access your admin tools, you will notice that there is already a user named "Badge Nation Admin"

Please ensure this user is not removed from your account. We are there to publish your badges and provide customer support for your membership.

4. Get badging!

An OBF account enables you to issue your badges and access a range of functionality to support and manage this.

We have provided you with a "Test Badge" on your new account. Feel free to use this for practising issuing badges and creating badge applications without affecting any statistics for the badges you will be issuing to earners.

For how-to guides on issuing and managing your badges using OBF, please see the Open Badge Factory (OBF) section of our Knowledge Base.