This session is exclusively for Company Admin account.
Overview #
The Admin Account is specifically designed to efficiently manage and edit Team Members/Employee profiles.”
- In order to start building Team Member profiles, it’s essential for Team Members to first register or activate their cards. This seamless registration process ensures a smooth on boarding experience, allowing the Admin to promptly proceed with profile creation.
- Following registration, the Admin will be able to view the Team Member’s Registered Credentials listed in All MeCards and the Dropdown menu.
Guide to Registering or Activating a Team Member’s Card #
Admins can choose to register team members themselves or allow team members to register on their own.
Option 1 : Team Member Registration (Recommended) #
Team Members can effortlessly register themselves by either tapping their MeCard on their phone or scanning the QR code.
Register with their own login credential.
Option 2 : Admin Registration for Team Member #
To begin, launch the QR code within the Team Member section, then scan it with your phone to register using the Team Member’s credentials.
Use the team member’s credentials to register and complete the process.
Edit Team Member’s Card Details #
To edit a section, navigate to the desired section (e.g., Profile, Contact Details, Product and Services). Click ‘Top Column’, select your Team Member, and add the necessary information.
User Permission #
To enable your Team Member to edit a section, simply Check on the section for which you want to grant User Permission.
Check Remaining Cards #
At the Team Member section, scroll to the bottom.
You can view all available MeCards that are remaining and unregistered.
Create Multiple Profiles/Sub-cards for Team Members #
Only team members can create Multiple Profiles or Sub-cards for themselves.
Note: If your plan does not include the Multiple Profile option, your team members will not be able to create multiple profiles.