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Open Team and select a member to manage their digital business card and workspace assignments.

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Update a member

From the member panel, you can update:
  • First and last name
  • Job title and department
  • Profile photo
  • Phone numbers, email addresses, websites, addresses, and social links
  • About title and text
Select a detail to edit it, or select Add contact to add another contact field. Changes to the member’s digital business card are available through the same link and QR code.
The brand kit controls whether team members can change their own profile photo and contact details in the mobile app. Owners and admins can continue to manage these fields from the dashboard.

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Preview and share the digital business card

Use the actions at the top of the member panel to:
  • Preview the digital business card
  • Copy link to copy its public link
  • Download QR code to save a branded PNG
The QR code opens the same digital business card as the copied link.

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Assign a group

  1. Open the member.
  2. Select Group.
  3. Choose a group, or choose no group.
  4. Select Save.
The group determines which brand kit the member uses. See Groups and multiple brand kits.

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Assign a Tapify NFC Card

  1. Open the member.
  2. Select Card.
  3. Choose an unclaimed card code.
  4. Select Save.
To make the card available again, open Card and select Detach. See Assign and activate Tapify NFC Cards for the complete process.

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Send an invitation again

Open the member’s actions and select Invite. Confirm the email address before resending, because the member must activate Tapify with that exact address.

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Remove a member

  1. Open the member’s actions.
  2. Select Delete.
  3. Review the warning.
  4. Select Delete again.
Deleting a member removes their workspace data and access, and updates the subscription quantity. Their digital business card will no longer be available.
Deleting a team member cannot be undone. Export or transfer any information you still need before deleting them.