Add and invite team members

Adding a team member creates their digital business card in your workspace. Sending the invitation is a separate step, so you can finish their details before they receive access. Applies to: Team owners and admins using the Tapify web dashboard.

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Add one team member

1. Open Team.
2. Select Add member → Add one.
3. Enter the member’s work email, first name, and last name.
4. Add a job title and department, if needed.
5. Select Add member.

The new member appears with the status Not invited. You can open them to add contact details, an About section, a group, or a Tapify NFC Card before sending the invitation.

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Import members with a CSV

Use a CSV when you want to prepare several digital business cards at once.

1. Open Team.
2. Select Add member → Import CSV.
3. Download the CSV template.
4. Add your members without changing the column names.
5. Save the file as CSV and upload it.
6. Review the import summary.
7. Select Import.

The required columns are account email, first name, and last name. The template also accepts job title, department, About content, phone, contact email, website, LinkedIn, and WhatsApp. Rows under Needs attention are not imported. Fix missing names, invalid emails, duplicate emails, or members who already exist, then upload the file again.

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Send invitations

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Invite one member

1. Find the member in Team.
2. Open their actions and select Invite.
3. Select Preview email if you want to check the invitation.
4. Select Send invite.

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Invite several members

1. Select the members in the Team table.
2. Select Invite selected.
3. Review the number of recipients.
4. Select Send invites.

The invitation asks each member to download Tapify, activate with their work email, and start sharing. They must use the same email address shown in your workspace.

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Understand member statuses

The member status in the Team table shows whether their mobile account invitation has been sent and activated. If an invitation is still pending, confirm the email address with the member and send it again if needed. For mobile activation help, share Sign in and set up Tapify.