How to Create And Manage Your Teams

How To Organize Your Company's Users and Assign Card Templates Using Teams on OneTapConnect

To start, your company will have one “Default” team and one "Default" template.

Any users you add or invite to join your company on OneTapConnect will be added to this team (and assigned the default template) unless you select another existing team during their onboarding process.

If everyone in your company will be using the same card template (meaning everyone's card will have the exact same design), then you should be good to go!

Otherwise, if you plan to use multiple designs for different groups, regions, branches or professional roles within your company, organizing your users into separate teams makes it easy to determine which users will be assigned to which card design.

You can create a new team by clicking the “+ Create new team” button near the top-right corner of the “Teams” tabview.

You can rename or remove teams by clicking “More” and selecting the desired action.

Once you’ve created a new team, all that’s left to do is “Add users” and determine which of your existing card templates should be assigned to that particular team.

To assign a card template:

• Click "View assigned template" to be directed to your company's "Templates" page.
• Click the vertical "..." for more options.
• Select "Manage teams."
• Use the checkboxes to assign the selected template to your team(s).

Once you've assembled your users and assigned that team a template, each user on that team will use the same company template, but personal details (e.g. profile photo, "About me" bio, personal contact information, etc.) will be unique to each individual's digital card.