Groups and multiple brand kits

Groups help you organize members by team, location, brand, or another structure. Each group is connected to a brand kit.

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Create a group

1. Open Settings → Groups.
2. Select Add group.
3. Enter the group name.
4. Select Add group.

A new group initially uses the workspace’s default brand kit.

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Choose a brand kit for a group

1. Open the group’s actions and select Edit.
2. Choose an existing Brand kit.
3. Select Save.

All members assigned to the group use that brand kit for their digital business card and Wallet card.

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Create another brand kit

New brand kits are created while editing a group:

1. Open Settings → Groups.
2. Edit the group that needs different branding.
3. Select Add new brand kit.
4. Under Copy from, choose the brand kit you want to use as a starting point.
5. Enter a name for the new brand kit.
6. Select Save.

Tapify copies the profile styling, company details, editing permissions, and Wallet design. Open Brand kit and select the new brand kit to customize and publish it.

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Assign a member to a group

1. Open Team.
2. Select the member.
3. Select Group.
4. Choose the group.
5. Select Save.

The member starts using the group’s brand kit. Their public link and QR code stay the same.

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Move or remove a member

Open the member under Team, select Group, and choose another group or no group. A member without a group uses the workspace’s default brand kit.

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Delete a group

1. Open Settings → Groups.
2. Open the group’s actions and select Delete.
3. Confirm the deletion.

Deleting a group does not delete its members. They are removed from the group and return to the default brand kit.