Understand workspace roles
If someone just needs to use their digital business card, send them a team member invitation. Invite team members
Invite an admin
1
Open Admins
Select the workspace and open Settings → Admins. Select Invite admin.
2
Send the invitation
Enter their full name and email address, then select Send invite.
3
Have them accept the invitation
Ask them to open the invitation email and follow the prompts to verify their email with a six-digit code.
Remove an admin
In Settings → Admins, find the person and select Remove, then Remove admin to confirm. This takes away their dashboard access to this workspace. The Remove button is available for other admins. To remove your own admin access, ask another admin or the owner.FAQ
What if an admin can’t sign in?
What if an admin can’t sign in?
Ask them to sign in to Tapify Teams with the email address you invited. If they sign in by email, they should use the latest six-digit verification code. Check Settings → Admins to confirm they have access.
What if the invitation or verification code didn’t arrive?
What if the invitation or verification code didn’t arrive?
Ask them to check their spam folder and confirm the email address. If a code has expired, they can request a new one from the sign-in screen.
How does an admin switch workspaces?
How does an admin switch workspaces?
Open the workspace switcher in the dashboard sidebar and choose the workspace to manage.