Team Virtual Cards

Modified on Fri, 10 Mar 2023 at 06:57 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, as well as feedback from the Analytics that appear at the top of this screen.

This table will keep track of 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
  1. Click on Change under Assigned User
  2. Type or select the name of the person to assign the Virtual Card to
  3. Click on Assign Now

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

  1. Under Action click on Duplicate (Two Pages Icon)
  2. Click on OK

Export to VCF
  1. Under Action click on Export to VCF (Down Arrow Icon)
  2. Wait until the file has been downloaded

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

Delete Virtual Card
  1. Under Action click on Delete (Trash Bin Icon)
  2. Click on Proceed

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