Keeping your Tapt profile up-to-date ensures your digital identity stays professional and accurate. Whether you’re an organisation admin or an individual cardholder, here’s how to edit your profile effortlessly. Let’s dive in!
How to Edit a Profile via the Tapt Dashboard (Admins)
If you’re an organisation admin, you can manage and edit profiles for your team through the Tapt Dashboard. Here’s how:
Log In to the Dashboard:
Open the Tapt Dashboard in your web browser.
Enter your admin credentials to sign in.
Navigate to Profiles:
On the left-hand menu, click "All Profiles" to see all profiles linked to your organisation.
Select a Profile:
Find the profile you want to update.
Click the eye icon to view its details.
Edit the Profile:
Click the pencil icon next to the profile name to make changes.
You can update:
Profile Image
Name
Job Title
Email (add multiple if needed)
Mobile (add multiple if needed)
Profile Note
Add Social Links:
Link to platforms like LinkedIn, your company’s website, Instagram, and others.
Edit Company Information:
Ensure your company’s details are accurate and up-to-date.
Customise with Quick Links or Files:
Add resources like documents or links for easy access.
Enable/Disable Features:
Toggle the 2-Way Contact Exchange Form to suit your needs.
Save Your Changes:
Ensure all updates are saved before exiting.
Bulk Editing Profiles
For admins managing multiple profiles, Tapt supports bulk updates. Here’s how:
Navigate to All Profiles on your Dashboard and click on 'Edit via CSV.'
A pop up will appear, you can download and reupload the CSV via this popup.
To export, simply click on the Export a CSV hyperlink.
Open the downloaded CSV file, and make edits directly.
Save the file, and upload the updated CSV back into the Dashboard. Then select next.
Map the fields to ensure all columns in the CSV are linked properly and formatted correctly.
Confirm changes to update all profiles in one go by selecting Import. Refresh the page to confirm changes have been made.
Need Help? We’re Here for You!
Updating your Tapt profile is quick and easy, but we’re here if you have questions or run into a snag. Reach out to our friendly support team anytime for assistance. Remember, keeping your profile fresh helps you connect and shine in the digital world. You’ve got this!