One of the key benefits of going digital with your business cards is ease of use and accessibility. We've made it as simple as possible to manage your team's profiles.
You can edit them in three ways: individually, in bulk, or via CSV. See the instructions below for each option.
Editing profiles is typically managed by admins. However, there is a setting that allows individual profile holders to edit their profiles via the Tapt app. While we recommend keeping this off to prevent staff from entering incorrect information, you can enable it in the settings if needed. Read more here.
Editing Profiles Individually
As an organisation admin, you can manage and edit team profiles through the Tapt Dashboard. Here's how:
Log in to the Tapt Dashboard.
Navigate to 'All Profiles.'
Click the edit icon next to the profile you want to update.
Make your changes and click save.
Bulk Editing Profiles
The bulk edit function allows you to update information that is consistent across all profiles. To maintain accuracy, personal profile details are hidden from the edit form.
If a field is the same across all profiles, it will automatically populate in the form.
Any changes made in the bulk edit form will override existing information.
Custom files and links will be added to the profiles rather than replaced.
How to Bulk Edit Profiles:
Select the profiles you want to edit.
Click "Edit Shared Info."
Make your changes and click "Save."
The updates will then be applied across all selected profiles.
Editing via CSV
The CSV upload function allows you to edit multiple profiles at once. Follow these steps to make bulk updates efficiently:
Go to "All Profiles" in your Dashboard and click "Edit via CSV."
A pop-up will appear - click the "Export a CSV" hyperlink.
Open the downloaded file and make your edits.
Save the updated CSV and upload it back into the Dashboard. Click "Next."
Map the fields to ensure all columns are correctly linked and formatted.
Click "Import" to apply the changes.
Need a Hand? We’ve Got You!
If you're unsure which option is right for you or need help, our support team is here for you. Reach out anytime, we’re happy to assist!