Owners, Admins and Managers invite people from Members. Each person gets an email invitation, accepts it, and receives a team profile with your branding and template.
Invite someone
- Open Members. In the Team dashboard, go to Members and select Add member.
- Enter their details. Add their Email and, if you like, First name, Last name and Job title. Choose a Role and a Department (and a Location on Team Professional and Team Premium).
- Send it. Select Send invitation. The invitation keeps a seat for 14 days.
- They accept. The person selects Accept invitation in the email, then signs in or creates a Card2Tap account with the invited email address. They can create a new profile for the team or use one of their own profiles.
An invitation works only for the email address it was sent to. Managers can invite Members into the departments they manage. When you invite an Admin or Manager, you can tick Manages the team only — no profile of their own (does not use a seat).
Manage invitations and members
- Invitations lists invitations waiting to be accepted. Resend sends a new link (the old one stops working); Cancel withdraws it.
- Import from CSV (Team Professional and Team Premium) invites many people at once. Columns: First Name, Last Name, Email, Job Title, Phone, Role, Department, Location. Nothing is sent until you check the file and confirm.
- Manage next to a member opens their details. Depending on your role you can edit their name and job title, publish or unpublish their profile, change their role or department, or deactivate or remove them.
New team profiles start as drafts, so members can complete them before publishing. If every seat is used, you see “No seats available.” Add seats in Billing & plan, or deactivate a member first.