Team Management - Business Cards
Prerequisites
- You have already created a new team as described in Create a team.
- Your team has at least one user for whom you can create or manage a business card.
When creating a digital business card, you can provide all the information that you would find on a traditional paper business card.
Additionally, you can share extra details that wouldn’t fit on a paper business card due to space limitations.
How to Create a Business Card
- Click on the “Business Cards” tab.
- Click the “NEW” button in the top right.
- Select the user for whom you want to create a business card.
- Choose a template or click “USE NO TEMPLATE.”
The business card will be created, and the editing screen for the newly created business card will open. - Make the desired changes and click “Save.”
How to Delete Business Cards
Delete a Single Business Card
- Click on the three-dot menu of the business card you want to delete.
- Select “Delete” and confirm the following dialog.
Delete Multiple Business Cards
- Select all the business cards you want to delete.
- Click the “Actions” button that appears.
- Choose the “Delete” option.
- Confirm the following dialog.
How to Duplicate Business Cards
- Select the business card you want to duplicate.
- Click the three-dot menu.
- Select the “Duplicate” option.
The business card will be duplicated, and the name of the new card will contain ”- Duplicated.”
How to Download QR Codes
- Go to the three-dot menu (for selecting individual QR codes) or the “Actions” button (for selecting multiple).
- Choose the “Download QR Code” option.
- Decide whether to download the online or offline QR code.