How to setup Teams?

Overview

In Tapify, Teams make it easy to organize users by departments, locations, or other groups. This feature is perfect for large companies or those with multiple offices, simplifying the management and filtering of digital business cards. Teams also allow you to customize company information and branding for each Team.

Setup Teams

Create a Team

1. Navigate to your workspace's Settings > Teams.

2. Click on Create a Team at the top right of this page.

3. Name your Team and click on Create.

4. Now your Team has been created successfully.

Assign users to a Team

1. Navigate to your workspace's User management.

2. Click on the three dots next to the user you want to assign.

3. Click Settings.

4. Select a Team from the dropdown.

5. Click on Save.

6. Now, this user has been successfully assigned to this Team.

Deleting a team

To delete a team, go to your workspace’s Settings > Teams and click Delete. The team will be removed, but the users in it won’t be deleted—they’ll simply no longer belong to any team.

How Teams work with Templates

You can assign a Team to a specific Tapify Profile Template, allowing you to display different company information and branding for users in that Team. Here’s how to do it:

1. Navigate to your workspace's Settings > Templates.

2. Click on the three dots next to the Template you want to assign your Team to.

3. Click Assign Team.

4. Select a Team from the dropdown.

5. Click on Save.

6. Now, this Team has been successfully assigned to this Template.