Dashboard and team administration
Manage access, people, profiles and account structure.
By Elon and 1 other2 authors13 articles
- View or export your users, profiles and product assignmentsAudit who can access your Tapt account, which profiles belong to it and how physical products are assigned.
- Move or merge profiles between Tapt accountsRequest help when a profile belongs to the wrong organisation or duplicate profiles need to be consolidated.
- Manage joiners, role changes and departing employeesKeep profile details, access, groups and product assignments accurate as people join, move within or leave your organisation.
- Create an additional or digital-only profileAdd another profile to an existing Tapt organisation, with or without ordering a physical product.
- Invite employees to Tapt and give them login accessSend individual or bulk Tapt App invitations and check whether each profile holder has connected.
- Reassign a card or product to another personReuse a physical Tapt product for a new employee or connect a spare product to an existing active profile.
- Manage groupsOrganise profiles into groups, apply group-specific profile designs and delegate access to group managers.
- Manage captured contactsView contacts collected by your team, check which profile received them and export the organisation’s contact list.
- Dashboard navigation and account overviewLearn how to access the Tapt Dashboard and find the areas used to manage your organisation, profiles, products, insights and settings.
- Admin, group manager and cardholder roles explainedCompare Tapt account roles and choose the right level of access for each person in your organisation.
- Add, change or remove an administratorInvite an administrator, change a user’s role or arrange access removal when your team responsibilities change.
- Manage profile-editing permissionsControl whether cardholders can edit their own profile details in the Tapt App.
- Understand dashboard analyticsUse Tapt Dashboard analytics to review profile activity, contact exchange, referrers, link engagement and location trends.