One of the features available to you on the Tapt Dashboard is what we refer to as “Profile Grouping”, which allows you to manage your organisation’s Tapt cards and profiles more effectively.
Through your Tapt Dashboard, you can group employees in any way that suits your operations – for example, through region, team, or manager.
Navigating to the ‘Groups’ page
To access the Groups page:
Sign in to your Tapt Dashboard.
Click 'My Profiles' and then the 'Groups' tab (positioned below the ‘My Profiles’ heading).
When groups have been created, you will able to see and copy the Group ID, view how many managers and profiles belong to the group, edit groups and create new ones.
Create a new group
Follow the below steps to set up your Tapt groups:
Select “Create Group” and enter the necessary information:
Name your Group.
Add the relevant profiles to the Group.
Apply any specific branding you want for this Group (you can change the banner image or colours associated with your Profiles depending on the Group).
For organisations with existing groups:
For organisations with no groups :
Only admins can create new groups, group managers are restricted from doing so.
Editing an existing group
If you would like to make any changes to an existing group, click the relevant ‘edit’ button (pen icon) in the Group table.
You will then be directed to the ‘Edit Group’ page. After applying any changes, ensure to click the ‘Save And Close’ button at the bottom of the page.
If you would like to discard the changes made and revert to the original group state, click the ‘Discard Changes’ button at the bottom of the page.
The general tab view is different for admins and group managers. Group managers have a more restricted view.
Group Template
To customise the profile design of each profile in the group, navigate to the ‘group template’ tab.
Here you can change the cover image and profile colours. The design you create will be applied to each profile contained in the group.
You can check how your profiles will look by clicking the ‘preview’ button.
Both admins and group managers can edit the group template. Click here for profile design recommendations and tips.
Adding profiles
To add profiles to a group, click the ‘add profiles' button.
A pop-up will appear with a list of all profiles available to add. Select your profiles and confirm your choices by clicking ‘add profiles’ on the bottom right-hand side. The profiles will then be added to the group, and their profile design will be updated according to the group template. Only admins have permission to add profiles.
Adding profiles from another group
When adding profiles from another group, a pop-up informing you of this will appear. Click ‘confirm’ to move the profiles across to the new group. These profiles will be updated according to the group template. Contacts and analytics will also be moved. Only admins have permission to add profiles.
You can also add profiles to a group directly from the 'All Profiles' tab on the 'My Profiles' page. Select more than 1 profile, and click the 'App to group' button in the footer.
Removing profiles
To remove profiles from the group, click the ‘remove profile’ button.
Select which profiles you would like to remove and confirm your choices. Once a profile is removed from a group, its appearance will be replaced with the preset organisation-wide profile design. Only admins have permission to remove profiles.
Inviting a group manager
Group managers can be invited directly from within the group or from the settings page. Admins are the only user types who can invite other admins and group managers. When inviting users from within a group, they will be automatically added to the group as managers when they accept the email invitation and sign up.
When inviting group managers from the group, click the ‘add group managers’ button.
Click ‘Invite new user’ when the pop-up opens.
Enter the email of the person you would like to invite to become a group manager.
Invite group managers from the settings page by clicking ‘invite’. Select ‘group manager from the drop-down and enter the invitee’s email address.
Adding a group manager
A group manager can be added to a profile from within the group directly. When the ‘add manager’ pop-up is opened, a list of all group managers in the org will appear. Manager with the ‘pending’ status are those who have not accepted their invitation to join Tapt yet. They can still be added to the group. Managers with the ‘active’ status are those who have signed up and created their accounts with Tapt. An email will be sent to the manager informing them of their new group
A group manager can also be added to a group via the settings page. Click the ‘groups’ drop-down and select the desired group from the list. An email will be sent to the manager informing them of their new group. Group managers can only be added by admins, not other group managers.
Deleting a group
A group can only be deleted within the group itself. When a group is deleted, any profiles contained in the group will be removed and the default org template will be applied. Profiles and managers will not be deleted. Deleted groups cannot be retrieved, this is a permanent action.
