Login to the Team Administrator Dashboard
First Time Logging In
Immediately following the purchase of a Teams plan, the account owner will receive an email asking them to upload their logo, and assign their Team Admin (there can be multiple). A password will be sent to the specified email, completing the setup of the Team Administrator account. Once this step is completed, account admins will gain access to the dashboard, where they can begin configuring their company profile and proceed to allocate seats to their team members.
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Invite Team Members to Dashboard
Navigate to the Manage Users page and click Invite Users on the top right. Enter the email addresses of the users you'd like to invite. Separate the emails with a comma if you are inviting multiple people at once. Once you invite your team members, ...
Track Team Analytics
As the team admin, you can access all data on team activity in the "Analytics" section of the dashboard. Interactions: Track the total number of interactions made by your team. Save Contacts: Monitor how often contacts are saved by your team. ...
Manage Team Contacts
Manage your team members' contacts through the Contacts section on your Team dashboard. Navigate to the Contacts section in the dashboard menu. Organize contacts using tags by clicking Tags > Manage tags > Create a tag, then assigning it a name and ...
Assign Cards to Team Members
Navigate to the Manage Cards section to view and manage your team's cards. Click Assign to assign a specific card to the selected team member. Select the email address of the team member you'd like to assign the card to and click Assign. Repeat the ...
Order Replacement Cards for Team Members
You can order replacement cards for existing team members who've lost their card or would like to have a brand new card. Navigate to the Manage Cards section of your dashboard. Click Order Cards on the top right corner to place an order for ...