For all queries in relation to our online dashboard.
Before you start - this is something that can only be done on an administrator level.What you'll need• A banner image (recommended dimensions 1024px x 704px)• The HEX colour codes your brand works with. What to do from here• Log in • On the left-hand
Change doesn't always have to be a difficult process, and Tapt aims to make it a little less stressful for you.Need to know:Replacement cards can only be ordered by account admins.You are entitled to a free redesign with each card.Replacement cards a
Who can edit your profile?Your adminBy default, each cardholder will not have permission to edit their cards on an individual level. Your cards will be centrally managed by one admin. This admin has permission to invite other users to have admin righ
All profiles can now be edited via the Tapt app. For more information on this, please click here. If you do not have editing access via the app, it is because your organisation administrator has not granted you this ability. In order for the administ
In order to bulk edit your profiles, you will need to get an account administrator to log in to their account. Once this has been done, you will need to follow these steps:. 1) Click my profiles tab on the left-hand toolbar. 2) Select the circled ico
To be able to export contacts, you will need an organisation administrator to log in to their account. Once logged in, they will need to click the contacts tab on the left-hand toolbar. From here, you will need to click the 'export via CSV,' button,
In order to view cardholder analytics, you need to follow these steps:. 1) Get an account administrator to log in to the online dashboard. 2) Click 'analytics' on the left-hand toolbar. 3) Here, you will be able to see the total contacts exchanged, a
Need to know before editing a profileBy default, cardholders do not have individual access to edit their profiles. Only accounts given admin permissions will be able to edit profiles on the web browser. If you are unable to log in, or upon logging in
Why set it up?Setting up your account with multiple admins can help ensure you always have access to edit your profiles in the absence of the primary admin and help share the responsibilities of managing your Tapt cards. Where to find the admin setti
Why set it up?Setting up your contact exchange form optimally is essential for making sure you collect the information you need to re-engage with people you've been networking with. Where to find the contact exchange form?Get an administrator to log
The CSV is used to bulk import employee information. This is a handy tool designed to save you time when setting up the cards that require shared information (so you can get back to business sooner). Step 1:Log in, on my profiles, and click 'Edit via
I need a replacement card, but I need to update the details printed on the card