Navigation Bar Overview

Organisation: Manage team profiles with ease using the Profiles, Groups, and Templates pages. Organise, customise, and streamline your team's digital presence all in one place.

Insights: Track how Tapt cards are being used in the real world with the Contacts and Analytics pages. Gain actionable data and optimise engagement effortlessly.

Accessories: Manage your physical Tapt Cards, order new or replacements, and track both past and ongoing orders—all in one convenient tab.

Settings: Fine-tune your Dashboard by adding administrators, configuring integrations, and reviewing plan details. Keep everything organised and running smoothly.

Profiles: The 'Profiles' page is the central hub for managing every profile on your Dashboard. Here, admins can view all active profiles at a glance and make edits quickly and efficiently. It’s the perfect way to keep your team’s information up-to-date and consistent, all from one convenient location.

Groups: The 'Groups' page simplifies team organization by letting you create and manage groups with ease. Add new members, invite Group Manager's, and customize each group’s profile design—all from one centralized location. It’s a powerful tool for keeping your team structured, connected, and aligned.

Templates: The 'Templates' page is where you can manage the templates used across your organisation. Templates help you keep branding, contact information, and user experiences consistent across profiles and groups. These include:

Contacts: The 'Contacts' page keeps a detailed record of all the contacts your team has received through the two-way contact exchange form. You can easily see which team member received each contact and export the entire list as a CSV for further processing, making it simple to track and manage connections.

Analytics: The 'Analytics' page provides a clear, data-driven overview of how your team members are utilising their Tapt cards. With detailed metrics, you can see which team members are making the most of their cards and track how these cards are being used, helping you optimise engagement and performance across your team.

Products: View and manage all your Tapt hardware in one place. See which profiles are assigned to each card, reassign cards when needed, identify cards linked to deleted profiles, reconnect them to existing profiles, and order replacement cards. This gives you full visibility and control over your team's physical Tapt products.

Orders: Manage all card orders from a single location. Track current and past orders, complete card designs, review and approve design proofs, monitor order progress, and order additional cards using the Add More Profiles button whenever your team grows.

General: The 'General Settings' tab lets you manage your account’s security and administrative details. You can enable multi-factor authentication for added protection, change the name of the admin account to transfer ownership, or reset your password to maintain access and security.

Organisation: The 'Organisation Settings' tab gives you the flexibility to customize your Dashboard and manage team roles. You can change the name of the Dashboard to better reflect your organization and invite additional admins or group managers to help oversee and manage your team's profiles and settings.

Integrations: The 'Integration Settings' tab allows you to seamlessly connect your CRM, configure Active Directory settings, and set up Single Sign-On (SSO) options. It’s the perfect place to ensure your Tapt system integrates smoothly with your existing tools, streamlining user management and data syncing for a more efficient workflow.

Preference Settings – Control whether cardholders can edit their own profiles through the Tapt App. Enable Employee Editing Access for greater flexibility, or disable it to maintain consistent branding across your team. You can also manage Two-Way Exchange Emails, which are enabled by default and send notification and reminder emails to contacts who share their details with you.

Manage Plan: The 'Manage Plan' tab in Settings allows you to review your current plan type and status, giving you a clear overview of your subscription details. From here, you can also access important plan information, including your purchasing email, billing address, and linked payment method (if any), ensuring you have everything you need to manage your account and keep it up to date.

Each section of the Dashboard is designed with a specific purpose, and every page works to help you achieve it.