This documentation will guide you on how to assign Tapify Cards to team members. Each Tapify Card comes with a unique number, which is generated when an order is placed. Once assigned to a team member, the Tapify Card will automatically display the Tapify Profile. There are several methods for assigning Tapify Cards to team members:
1. Scanning the Card
One of the simplest ways to assign a Tapify Card to an team member is by physically handing the card to the team member. When the team member scans the card using an NFC-enabled device, they will be prompted to log in to their account. After a successful login, the card will be automatically associated with their Tapify Profile.
2. Through user settings
You can also assign a Tapify Card to a user via their individual settings. Follow these steps:
Access the team member's settings.
Navigate to the "Products" or "Cards" section.
Click on the "+ Add product" option.
Select the Tapify Card number. This action will link the card to the team member's account.
3. By bulk import
For efficient management and mass card allocation, you can use the card numbers in the bulk import feature. Here's how:
Go to your workspace settings.
Look for the option to download the 'Reserved Cards' Excel file.
Download the file, which contains a list of all the reserved cards and their unique numbers.
You can then use this file in combination with an Excel bulk import of users. Add the card numbers to the respective team member profiles in the Excel file.
When the Excel file is uploaded, the card numbers will be automatically assigned to the designated users, ensuring a seamless and efficient process.