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Tapt+

Find out more about Tapt+ integrations, analytics, user provisioning and much more!

How to sign up to Tapt +

We are very excited to announce the release of Tapt +, to enhance your Tapt experience!. In order to sign up for our subscription model, please follow these steps:. Step 1: Purchase any Tapt product. With your purchase, you will receive a profile and

How to enable CRM integration

In order to ensure that your CRM integration is enabled on your account, please follow these steps:. Step 1: The organisation administrator will need to log in to the online dashboard. Step 2: Click 'Premium' on the left-hand toolbar. Step 2: This wi

How to edit a sub-team's profile design

With Tapt +, organisations have the ability to allocate different profile designs for different teams within the organisation. Step 1: Place your cardholders into different organisation groups. For more information on how to do this, please click her

How to utilise profile grouping

Profile grouping is a fantastic way to separate different departments or groups within one business. This allows your cardholders to be managed and edited efficiently, and for each profile to be tailored to a particular department's needs. To utilise

How to manage your subscription plan

If you are looking to make edits to your subscription plan, such as changing payment method or viewing your billing history, you can do so by logging into your account and clicking settings on the left-hand toolbar. From here, simply click 'manage pl

What is the difference between a group manager and account administrator?

The account administrator is the person(s) that manages the Tapt platform for the organisation. They have the ability to make organisation-wide edits, edit any profiles and manage the overall company account. A group manager has a similar role, howev