How To Add or Remove Team Members
Manually Add, Invite or Deactivate Users on OneTapConnect
Add Users
If you’re new to the OneTapConnect Team Plan, your company will have just one user, and that’s you!
You can add new users by clicking the orange “+ Add new user(s)” button near the top-right corner of the Users page.
This will prompt you to choose from three options:
- Email invitation → invite a user to join your team by email.
- Manually → create a new user by inputting that user's contact information.
- Import from CSV → invite multiple users by email using a comma-separated values file.
Whether you choose to manually add or invite a new user, you’ll have to wait for them to accept your invitation and finish creating their account before they’ll show up as an active user.
Once a new user has taken the required actions to finish creating their account, they'll be listed as "Active" on your Users page, which means they can download the OneTapConnect mobile app, activate their own smart accessories and get started immediately!
Some important things to keep in mind:
- If "Allow users to edit their personal contact information?" is disabled in Settings, you will not be able to invite users by CSV or email until this access is restored.
- Invited users who have not accepted your invitation will be listed as "Pending" under the Invited tab of the Users page.
- By default, all new users will have a user role of “team member” which gives them limited access to view and edit company information. If you would like to authorize a user to help you manage your company’s account, you can grant additional privileges under the "User Roles" tab on the Account & Billing page. Here's more information on how to manage your users' access levels on OneTapConnect.
Already got your team assembled? Check out our article on how to organize your users and assign different designs using Teams on OneTapConnect.
Deactivate Users
To deactivate a user, use the checkboxes located on the right side of each user's list item to select the user(s) you want to turn off. Then, open the "Action" dropdown menu near the top-right of your list of users, and click "Deactivate."
This will open a popup menu where you can determine where to redirect any web traffic that the deactivated digital card(s) might get in the future. This will ensure that you do not lose any connections the now-deactivated user made by sharing their digital card in the past.
It is very important to deactivate users you no longer want to have active profiles and/or digital cards on your account.
Adding a new user's information to someone else's profile will cause that new user to assume the full account history, analytics, login credentials and other information of the person they have replaced.