Team owners and admins see Team in their dashboard.
- Cards: see every card, who holds it and its taps in the last 30 days. Switch off a card, or Free up a card so a new person can claim it.
- People: people join when they activate one of your cards. Invite staff by email; they get instructions and can activate even if activation is restricted. Add an admin to help manage cards, people and leads (admins don't need a card). Removing someone switches off their cards and keeps their leads with the team.
- Leads: every lead captured on your team's profiles, with who captured it. Leads stay with the team when someone leaves.
- Order more cards in your team design.
- Settings:
- Who can activate your cards: anyone holding a card, only company email addresses, or only invited people.
- Team look: set the profile template, accent colour and company details, and lock them so everyone's profile stays on-brand. People can still edit their own name, photo, title, bio and links.
Still stuck?
Jema, our assistant, can walk you through it, or pass you to the team.