Assign
Multiple ways how to assign products to your team members.
Overview
Every Tapify NFC Business Card Card has a unique Product-ID, these are instantly generated when you place an order. You can view assigned and unassigned Product-IDs in Settings > Products within your workspace.
Products that are assigned successfully to a team member, scanning the card will instantly display the team member’s Tapify Profile.
Assigning Product-IDs
You can assign Product-IDs to team members in two ways — by scanning the card or via Team manangent settings.
Scanning
This method is the easiest and requires minimal admin effort.
- The team member scans the card.
- They enter their email and click Assign.
- There card is now linked to their account.
How to process looks like for the team member
Via settings
For manual assignment, follow these steps:
- Go to your workspace’s Team Management.
- Click the three dots next to the team member.
- Select Settings from the dropdown menu.
- Click Add under ‘Products’
- Select a Product-ID from the list and click Save.
Once assigned, the card will be linked to the team member’s account and ready for use.
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