Team & Workspace Management

Learn how to effectively create, switch between, and manage multiple workspaces to organize different projects, businesses, or client accounts within a single platform.

Learn how to add colleagues to your workspace, assign roles, and manage permissions to effectively scale your team's event and networking efforts.

Learn how to manage your team members by editing roles, adjusting page access, or removing users from your workspace.

Learn about the different team roles—Owner, Admin, and Member—and their associated permissions to effectively manage workspace security, data, and collaboration.

Learn how to manually share direct invite links when a new team member hasn't received their invitation email due to spam filters or corporate firewalls.

Learn how to easily accept a workspace invitation to join your team's digital business card platform and start collaborating.

Learn how to easily switch between different workspaces to manage multiple client accounts, business profiles, or personal networking preferences from a single login.

Learn how to easily remove yourself from a workspace you were invited to, keeping your dashboard organized and access controlled. This guide explains the simple steps to leave a team safely and securely.