Team Virtual Cards

Modified on Tue, 19 Sep 2023 at 01:23 PM

When you are an administrator of your Organization, you will have access to advanced features that regular users do not have access to.

For example, the Team Virtual Cards section provides tools for managing each member's Virtual Cards, such as analytics, editing, and Managing Tools for each Virtual Card.
  • To access this section, expand Organization in the Dashboard's sidebar
  • Click on Team Virtual Cards
Team Virtual Cards Dashboard
Within this Dashboard, you will have complete control over each Virtual Card and feedback from the Analytics that appear at the top of this screen.

This table will track how many Virtual Cards are assigned to the Organization.

This table displays the types of devices from which Virtual Cards have been downloaded or saved.

Dashboard's Features:

Assigning User to Virtual Card
  • Click on Change under Assigned User
  • Type or select the name of the person to assign the Virtual Card to
  • Click on Assign Now

Edit Virtual Card
  • Under Action, click on Edit (Pen Icon)
  • Fill out the necessary information in the pop-up window
  • Once finished, click Save

  • Under Action, click on Duplicate (Two Pages Icon)
  • Click on OK

Download QR Code
  • Under Action, click on Download QR (Down Arrow Icon)
  • Wait until the file has been downloaded

Share Virtual Card
  • Under Action, click on Share (Three Unified Dots Icon)
  • Click on the Copy Link or click any of the shown social media

Delete Virtual Card
  • Under Action, click on Delete (Trash Bin Icon)
  • Click on Proceed

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