The Recipients tab on any badge shows you everyone who has been issued that badge, their current status, and the actions available for each person. This is where you track progress, fix delivery problems, and manage records.
Finding the recipients tab
In your admin dashboard, go to Content > Badges. Select the badge you want to review. On the badge detail page, click the Recipients tab.
What you can see
The Recipients table has seven columns:
Recipient: The earner's name and profile picture.
Email: Their email address. Click it to copy.
Status: Where the badge is in the process. See below for what each status means.
Issue Date: When the badge was issued.
Issued By: The provider or organisation that issued it.
Issue Method: How the badge was issued. See the list below for what each value means.
Actions: The available actions depend on the recipient's current status.
Use the search box above the table to find a specific person. You can search by name, email address, or any other visible detail.
The Status column can show any of the following:
Pending: The badge has been issued but the recipient has not signed up to claim it yet. Ask them to click Claim in their email and create an account.
Claimed: The recipient has claimed the badge. It now appears on their profile.
Revoked: The badge has been revoked, usually because it was issued in error.
Failed: The claim email could not be delivered. Check the recipient's email address is correct, then update it and reissue if needed.
Complained: The recipient marked the claim email as spam. It helps to let recipients know in advance to expect an email from Navigatr and to check their spam folder.
Expired: The badge has passed its end date and no longer verifies as valid. For imported badges, Navigatr also re-checks the original issuer's expiry.
Deleted: The badge record has been deleted by an admin and is no longer available to the recipient.
One further value can appear in this column. If the recipient has asked you to correct their badge details, the Status cell shows Changes requested in place of their status until you have reviewed it. It is a button: click it to open the review. See Review a change request below.
The Issue Method column can show any of the following values:
Email: Issued by entering the recipient's email address.
Activity: Awarded automatically when the recipient completed a linked activity.
Autobadge: Awarded automatically by an Autobadge rule.
Bulk: Issued via CSV upload to a list of recipients.
API: Issued by a system integration calling the Navigatr API.
Pushed: Pushed in from an external system.
Migrated: Transferred from another badge platform.
QR: Claimed by scanning a QR code.
Library Card: Claimed using a library card lookup.
Riddle: Awarded on completing a Riddle quiz.
Typeform: Awarded on submitting a Typeform.
Zoho Forms: Awarded on submitting a Zoho form.
Tally: Awarded on submitting a Tally form, including the claim form Navigatr can create for you from the Issue dialog.
Imported: Imported from a third-party badge wallet.
Pathway: Awarded automatically when the recipient completed a pathway.
Actions you can take
The actions available for each recipient depend on their status. Find the right one below.
Revoke a badge
Available for: Claimed recipients.
Use this when a badge was issued in error, or when the recipient is no longer entitled to hold it.
Click the Revoke icon next to the recipient.
Optionally, enter a reason. The recipient will receive a notification and the reason will appear on their record.
Click Revoke to confirm.
The status changes to Revoked and the badge is removed from the recipient's profile.
Correct a recipient's details
Available for: Claimed, Pending, and Expired recipients.
Use this when a name, organisation, or expiry date was entered incorrectly at issue. You do not need to revoke and reissue the badge to fix a typo.
Click the Edit Details icon next to the recipient.
Update any of First Name, Surname, or Expiry Date. On badges issued to an organisation rather than a person, you can also edit Organisation Name.
Click Save.
The recipient is emailed to tell them their badge details were changed.
A few things to know:
The dialog shows the recipient's linked Navigatr account name. A badge verifies as valid only while the recipient name on it matches that account name, so changing the name can remove the verified status. The dialog warns you before you save.
Changing the expiry date also updates the status. Move the date into the future and an Expired badge returns to Claimed or Pending; save a date that has already passed and the badge becomes Expired straight away. You can also clear the date to remove the expiry.
Edit Details is not available for imported badges, because those mirror a record held by the original issuer.
Like Revoke, this action is available to admins of the issuing provider or community. Recipients cannot edit their own badge details; they can ask you to, using the request-changes flow below.
Review a change request
Available for: recipients who have asked for their details to be corrected.
A recipient can ask you to correct the first name, surname, or organisation on a badge they have claimed, or to extend its expiry date. When they do, the row's Status cell changes to Changes requested and a Review change request icon appears in the Actions column. Either one opens the review.
You are also told when one arrives: everyone who administers the issuing provider or community gets an in-app notification and an email. If nobody has reviewed it, Navigatr sends two email reminders, one after a day and one after a week, and then stops.
In the Change Request dialog:
Each requested change is listed with the value the recipient asked for. For a name or organisation change, tick Approve or Deny. For an expiry extension, enter the new expiry date you are willing to give, or tick Deny. You choose the date, not the recipient.
Decide every change before confirming. Confirm stays disabled until you have.
If you deny anything, a Reason for denial box appears. It is optional, and the same text is sent to the recipient for every change you deny in that confirmation, so write it for them rather than as an internal note.
Click Confirm. Approved changes are applied to the badge straight away, so you do not need to edit the details separately.
Once every change has been decided, the recipient is notified in-app and by email, telling them what was approved, what was denied, and any reason you gave.
A few things to know:
A recipient can have only one open request per badge at a time, and once they have submitted one they cannot submit another for that badge for 30 days, whatever the outcome. So if you deny a request they cannot immediately resubmit a corrected version; if the denial was a misunderstanding, correct the badge yourself using Edit Details.
Only the recipient of a badge Navigatr issued can ask for changes, and only once they have claimed it.
Reviewing is limited to the admins who can revoke. A recipient cannot resolve their own request.
Fix a failed delivery
Available for: Failed recipients.
A Failed status means the claim email could not be delivered. This is usually a typo in the email address. Use Amend and Retry to correct it and resend.
Click the Amend and Retry icon next to the recipient.
Enter the correct email address.
Click Issue. The claim email is sent to the new address.
Resend a claim email
Available for: Pending recipients who haven't claimed their badge yet.
If a recipient says they never received their claim email, work through these steps in order:
Ask them to check their inbox and spam folder for an email from Navigatr.
If the address on the record is wrong, use Amend and Retry to send the email to the correct address (see above).
If the address is correct and the email still hasn't arrived, contact [email protected] to ask for a resend to the same address.
Delete a badge record
Available for: Pending, Revoked, Failed, and Complained recipients.
Deleting a record removes it from the system entirely. The recipient is not notified. Use this to clear records that were issued in error and have not yet been claimed.
Important note: For badges that have already been claimed, revoke first rather than delete. Revoking notifies the recipient and takes the badge out of public view: visitors to their profile no longer see it, though the recipient still sees it on their own profile marked Revoked. Deleting silently erases the record.
Click the Delete icon next to the recipient.
Click Delete to confirm.
View the public badge assertion
Available for: Claimed recipients.
Click the View Assertion icon next to a claimed recipient to open their public badge page. This shows exactly what anyone sees when the recipient shares their badge.
Export and copy
Two options are available below the recipients table.
Export as CSV: Downloads a spreadsheet with all recipients, including name, email address, status, issue date, and issuing provider. Use this for reporting, auditing, or sharing data with colleagues.
Copy email addresses: Copies all recipient email addresses to your clipboard in one click. Useful for sending follow-up communications outside Navigatr.
Tip: If you have any questions about managing your badge recipients, contact [email protected].