Tapt

Navigation Bar Overview

How to Add Additional Admins to Your Account

Managing User Roles: Account Administrator vs. Group Manager

Clearing vs Deleting Profiles: What’s the Difference?

How to Delete a Profile

How to Reassign a Tapt Product

Setting Profile Editing Permissions

Elon Datt

George Ampil

Master Your Tapt Dashboard for Full Control

 The Tapt Dashboard

How to Edit Your Team's Profiles

Invite staff to the Tapt Mobile App

Groups: What You Need to Know

How to Export a Profile QR Code

Organisation

Templates: What You Need To Know

Quickly generate an email signature with the same essential information as your business card – done in minutes!

Tapt's Email Signature Generator - Everything You Need to Know

Customising Your Profile's Banner Image & Colours, and Making it Stand Out!

Editing and Enabling Two-Way Contact Exchange Form

Adding Your Tapt Card to Your Digital Wallet

Profile Design, Contact Exchange, Email Signature, Digital Wallet

Templates

Managing Contacts

Analytics Explained

Insights

Managing Your Tapt Products

Mastering the Design Tab: Track & Customise Your Tapt Orders

How to Order Replacement Products

How to Reorder as an Existing Customer

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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