Teams in BusinessCards.io are a feature designed to help organizations and businesses manage digital business cards for multiple members under a unified structure. Each team operates independently with its own subscription plan, permissions, and settings, making it ideal for managing different departments, companies, or projects.
What Are Teams?
A “Team” in BusinessCards.io represents a group of users who share access to a pool of digital business cards. Teams can have unique names, billing plans, and settings tailored to their needs. Here’s how the key aspects of Teams work:
Independent Management: Each team has its own subscription and settings, meaning you can manage multiple teams independently.
Membership: A team owner can invite members and assign them cards. Team members can only access their assigned cards unless permissions are expanded.
Customizable Permissions: Owners can enable or disable “Owner-only Card Editing,” ensuring only designated users can modify the cards.
Adding a New Team
Creating a new team in BusinessCards.io is straightforward:
Navigate to the Teams tab in your dashboard.
Click on the + Add a team button at the top right of the page.
Fill in the necessary details, such as the team name.
Select a subscription plan that fits your needs.
Confirm your setup, and your new team will appear in the list.
What You Can See or Change on the Team Page
The Team Page provides a comprehensive overview of your team and allows you to manage settings efficiently. Here’s what you can find:
1. General Team Information
Name: View and edit the team name.
Last Updated: See the date of the last update to team settings.
Account Type: Displays the type of subscription (e.g., Self-Serve).
Users and Cards: Tracks how many users and cards are currently in use versus the total allowed by the plan.
2. Billing Information
•Billing Plan: View your active plan details (e.g., Pro Yearly - $600/year).
•Subscription Status: Check whether the subscription is active, canceled, or expired.
•Invoice History: Review past invoices and billing dates.
•Payment Details: Manage your payment method or update credit card information.
3. Team Members
Member List: See all team members, their roles, and contact details.
Invite Members: Add new members by sending invites (up to the limit allowed by your plan).
Manage Roles: Adjust user permissions or remove members if necessary.
4. User Permissions
Owner-only Card Editing: Toggle to restrict card editing rights to team owners. Other members can view and use their cards but cannot make changes.
5. Billing Settings
Receipt Notes: Add notes to appear at the bottom of your receipts for accounting purposes.
Switching Between Teams
If you manage multiple teams, you can switch between them from the Teams tab. Each team will be listed with key details like:
Team name
Subscription type
Join date
Card usage
Membership status (active, canceled, or expired)
To switch, simply click the Switch to this team button for the desired team.
Conclusion
The Teams feature in BusinessCards.io is a powerful tool for managing digital business cards across different organizations or projects. With customizable settings, independent billing plans, and detailed management tools, Teams allow you to maintain clear organization and efficient workflows. For further assistance or questions, feel free to contact our support team.
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