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Mastering the Tapt Dashboard: Navigating a User-Friendly Interface
Mastering the Tapt Dashboard: Navigating a User-Friendly Interface
Elon Datt avatar
Written by Elon Datt
Updated over a year ago

The Tapt Dashboard empowers you to seamlessly manage and optimise your Tapt card operations. This comprehensive guide will walk you through the user-friendly interface, ensuring you can navigate the Dashboard with ease.

Home/Dashboard Overview

Upon logging in, you'll be greeted by the Tapt Home Dashboard—a central hub for all your card and profile management needs. Let's explore the key components that make up the user-friendly interface.

  • Navigation Bar: The left-hand navigation bar provides quick access to essential sections, including Profiles, Analytics, Shop, Orders, Settings, Support, and more.

  • Profiles: Manage individual profiles, including editing details, uploading images, and adding interactive content.

  • Analytics: Gain insights into your networking activities, track engagement, and identify top-performing profiles.

  • Shop: Explore our shop for ordering Tapt cards, replacement cards, and other products.

  • Orders: Track the status of your card orders, monitor shipments, and stay informed about delivery updates.

  • Settings: Configure organisation-wide settings, manage user roles, and customise your Tapt experience.

  • Support: Access assistance and support resources, including FAQs, Knowledge Base articles, and direct contact options.

Effortless Navigation

  • Profile Management: Click on "Profiles" to view and edit individual profiles. Update profile images, contact details, links, and more.

  • Analytics Insights: Explore the "Analytics" section to gain a deeper understanding of your networking impact and user engagement, such as 2-way contact exchange.

  • Order Tracking: Navigate to "Orders" for insights into your order status, and shipment progress.

  • Shop with Ease: Discover our shop to explore product options, place orders, and ensure you have the right tools for effective networking.

  • Organisation Settings: Tailor your Tapt experience by clicking on "Settings." Configure user roles, customise account preferences, and manage permissions.

  • Guidance and Assistance: For any queries or assistance, explore the "Support" section. Access Knowledge Base articles, contact Tapt Support, or connect with your Tapt Sales Representative.

Optimising Your Experience

  1. Profile Editing: Edit profiles with a few clicks. Enhance your cards with images, links, and interactive content for effective networking.

  2. Analytics Insights: Utilise the power of analytics to refine your networking strategy and maximise engagement with your profiles.

  3. Order Tracking: Stay informed about your order's journey, from processing to delivery, with real-time updates.

  4. Customisation: Tailor your Tapt experience by adjusting settings, permissions, and preferences to suit your organisation's needs.

Pro Tips

  • Use the left-hand navigation bar for quick access to key sections.

  • Explore the "Shop" to easily order Tapt cards and related products.

  • Utilise the "Analytics" section to better understand your networking efforts.

Mastering the Tapt Dashboard empowers you to efficiently manage your Tapt cards and profiles. Navigating its user-friendly interface ensures you make the most of our innovative networking solutions. For any additional guidance, reach out to our dedicated Tapt Support team or connect with your Tapt Sales Representative for Onboarding Training.

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