Use the Tapt Dashboard to keep each person’s profile, access and physical product aligned with their current role. Decide whether a departing employee’s product will be reused before clearing or deleting their profile.
Set up a new employee
Create or locate the profile intended for the new employee.
Add their current name, job title, email address and other required profile details.
Add the profile to the appropriate group and apply the correct design.
Assign a physical product when required.
Invite the employee to connect to the Tapt App.
Test the profile link, QR code and any assigned physical product before issuing it.
Update an employee whose role has changed
Open Profiles in the Tapt Dashboard.
Find the employee and select the edit icon.
Update their job title and save the change.
Important: Updating a digital profile does not change information printed on a physical Tapt product. Order a replacement when printed details must also change.
Offboard a departing employee
Start by removing any admin or group-manager access the employee no longer needs. Then choose the profile action that matches what will happen to the physical product.
Note: Clearing or deleting a profile automatically signs the previous employee out of the Tapt App.
Reuse the product for another person
Use Clear Profile when the organisation has the product and intends to issue it to a new person. Clearing archives the previous profile, creates a new blank profile and keeps the physical product connected.
Check for personalised details printed on the product before reissuing it.
Stop using the profile and product
Use Delete when the profile should be permanently removed and the connected product should no longer be usable through that profile.
Important: Deleting a profile is irreversible. Confirm the intended outcome before continuing.
Give a spare product to an existing profile holder
Use the Products page to reassign the product to the person’s existing active profile. This avoids creating a duplicate profile.
Confirm the changes
Review Profiles, Products, Groups and Settings > Organisation to confirm that:
the employee has the correct profile and group;
the intended product is assigned to the correct profile;
former employees no longer have unnecessary management access; and
new employees have received the correct app invitation.
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