Welcome to Tapt! We're thrilled you’ve taken the first step to transform how you network.
In our previous guide, we walked you through placing your first order. Now, it’s time to set up your account and start building your organisation’s digital presence.
When you complete your first purchase, you’ll receive a confirmation email that includes an admin invite. Follow this guide to set up your account and make the most of your Tapt experience.
Getting Started
Here’s what to do next:
Check Your Inbox for the Admin Invite
After placing your order, look out for an email with your admin invitation.
Click the link provided—it’ll take you straight to the Tapt dashboard.
Create Your Admin Account
Set a secure password and verify your email address.
Once done, you’ll unlock access to your admin tools.
Customise Your Profile Design
Head to the Templates > Profile Design and Contact Exchange tabs in the dashboard.
Create a sleek digital profile for your organisation and choose the fields you’d like to include when collecting contact details.
Add Additional Administrators
Navigate to Settings > Organisation to invite other users who can assist in administering the dashboard.
Manage Profiles with Ease
Use the All Profiles section to oversee your team’s digital profiles.
Review and approve profiles before they go live to ensure everything looks spot on.
Add Profiles and Order Replacements
Need more profiles? Purchase additional Tapt products by going to Orders > Shop, with each card linked to a unique profile.
Lost or damaged a card? No worries—you can order a replacement through Orders > Replacements.
Best Practices for a Smooth Setup
Double-check your email: If you don’t see the admin invite, check your spam or junk folder just in case.
Keep login details secure: Ensure your password is strong and unique.
Test your profile: Before sharing, take a moment to preview your organisation’s digital profile to ensure it looks exactly how you want.
Your Dashboard: The Heart of Tapt
The Dashboard is your central hub for managing everything related to your Tapt Cards, Profiles, and Account. From adding team members to customising designs, the Dashboard puts you in full control.
👉 For a detailed walkthrough of all the features, check out our Dashboard Guide.
Need Help?
We’re here to make this process as smooth as possible! If you have any questions or run into a hiccup, reach out to our friendly support team.
Happy networking, and welcome to the Tapt family! 🚀