Tapt separates organisation-wide administration, group management and individual profile access. Assign the least amount of access a person needs to complete their work.
Compare the roles
Role | Access | Typical actions |
Admin | Organisation-wide Tapt Dashboard access | Manage profiles and account settings, invite other admins and group managers, and oversee products and assignments. |
Group manager | Tapt Dashboard access limited to assigned groups | Manage profiles and settings within assigned groups and update the group template. |
Cardholder | Their profile through the Tapt App | View and share their profile, and edit it when the organisation allows profile editing. |
A cardholder does not automatically receive administrator access to the Tapt Dashboard. One person can be both a cardholder and an administrator when they use a profile and also manage the account.
Admin access
Admins have access across the organisation. They can edit profiles, manage account settings and invite other admins or group managers.
Use admin access for people who need to manage the whole Tapt account. Avoid assigning it only so someone can update their own profile.
Group manager access
Group managers work within the groups assigned to them. They can manage relevant profiles and update a group’s profile design.
Only admins can create groups, add or remove profiles from groups, and invite admins or group managers. Use the group-manager role when a person manages a department, office or brand but does not need organisation-wide access.
Cardholder access
Cardholders use the Tapt App to access and share their profile. They can edit their profile in the app only when an admin has turned on employee editing access.
If editing access is off, the cardholder must ask an admin or group manager with access to that profile to make the change.
Related articles
Add, change or remove an administrator
Invite employees to Tapt and give them login access
Manage groups and profile-editing permissions