How to Assign Business Cards to Team Members

Assign cards to a template

1. Open the template.
2. Select Assign Cards.
3. Use Search cards and select the cards to link. The count shows how many are selected.
4. Select Save changes.

A card already linked to a different template is marked linked to another template. Selecting it moves it to this template.

Personalize each card

1. Select Customize card on a linked card.
2. Add the person's images, details, social links and actions. The design and sections come from the template.
3. Select Save card.

Physical NFC cards

Activate the physical card first so it appears in the workspace, then assign it. Tapping the card opens that person's profile.

Unlink a card

Open Assign Cards again, deselect the card and save. The card is no longer linked to the template.

No cards yet?

If you see No cards in this workspace, create or activate cards in Business Cards first.