How to start

Overview

In Tapify, everything happens within your Tapify Workspace—your centralized hub for managing users, their information and digital business cards templates. It’s designed to help you stay organized and maintain branding consistency across your team.

Your workspace also provides valuable insights:

• Analytics on your team’s performance and card usage.

• Connections made by your team members.

• Workspace details, such as team size and active users.

Configure

When you start your 14-day free trial, you’re automatically assigned as an admin and workspace owner. Here’s how to configure your workspace:

Add your logo

Navigate to Settings > General to upload your Tapify Workspace logo. This step is essential, as the logo will appear in invitation emails sent to your team members, ensuring easy recognition of your brand.

Set user permissions

Navigate to Settings > Permissions to decide how your team members can access or customize their digital business cards, learn more about permissions.

• Download Only: For downloading their Apple Wallet or Google Wallet Card only.

• Full Access: For users who need more control over their account and details.

These initial settings ensure your Tapify Workspace is tailored to your organization’s needs before inviting team members.

Getting started

To kick off your Tapify journey, it’s crucial to set up your Tapify Workspace properly. Start by creating Templates that reflect your company’s branding:

1. Tapify Profile Template:

   • Configure profiles with standardized contact information, branding elements, and social links.

2. Apple Wallet & Google Wallet Templates:

   • Design digital business cards compatible with Apple Wallet and Google Wallet.

This setup ensures all cards align with your company’s identity, making it easy for team members to represent your brand.

For step-by-step tutorials on creating Templates, click here.