Use Products in the Tapt Dashboard when the destination profile already exists. If you are giving the product to a new employee without a profile, clear the current profile instead.
Important: Moving a product changes the digital profile it opens. It does not change any name, role or contact details printed on the product.
Before you begin
You need administrator access to the organisation that contains the product and destination profile.
Only active profiles that have not been cleared or deleted can receive a reassigned product.
Link an available product to a profile
Use this method when the product's previous profile has been deleted and Products shows Assign.
Open Products.
Find the product you want to link.
Select Assign.
Select the intended active profile.
Confirm the assignment.
Move a product to an existing profile
Open Products in the Tapt Dashboard.
Find the product you want to move.
Select Reassign in the Allocation column.
Find the destination profile.
Select the checkbox beside the profile.
Select Assign to Product.
The product now opens the destination profile. The previous profile remains in the organisation unless you clear or delete it separately.
Give the product to a new employee
Use this method when the new employee does not already have a Tapt profile.
Open the profile currently connected to the product.
Select Edit.
Select Clear Profile.
Add the new employee's details to the blank profile that is created.
Save the profile.
Clearing archives the previous profile and creates a new profile linked to the same product. Organisation-level contact and analytics insights remain available.
Stop a product from opening a profile
The Products screen does not include a separate unlink or deactivate action. Delete the connected profile only when the profile and product should no longer be used.
Important: Deleting a profile is irreversible. If you intend to reuse the product, move it to another active profile or clear the profile instead.
Open Profiles in the Tapt Dashboard.
Find the profile connected to the product and select Edit.
Select Delete Profile.
Confirm the deletion.
Confirm the result
Tap the product on a compatible phone or scan its QR code. Confirm that the intended profile opens, or that the retired profile is no longer available.
Troubleshooting
If the destination profile does not appear, confirm that it is active and belongs to the same Tapt organisation. Moving a product or profile between separate Tapt accounts requires Tapt Support.
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