You are here:

1. Let’s start by naming your Team.

2. Assign a Card Template to the Team.

Select a Card Template from the dropdown menu. The dropdown menu will show all the Card Templates available in your Current folder at that time.

3. Add your Teammates. There are a few ways to do this:

Enter the details of team members according to the columns presented. Click Add Another Member to add a row, and then click Complete to build the Team’s Cards.

Select and copy the cells on your spreadsheet. Position the cursor into the first column, and paste. Click Save to build your Team’s Cards

Download Template, copy and paste from your team member listing into the relevant fields, and save the file. Drag this file into the space indicated on the portal, and click on Complete to build your Team’s Cards.

3. Add your Teammates. There are a few ways to do this:

Individual Rows: Select a Card Template from the dropdown menu. The dropdown menu will show all the Card Templates available in your Current folder at that time.

Copy and paste: Select and copy the cells on your spreadsheet. Position the cursor into the first column, and paste. Click Save to build your Team’s Cards

Bulk Upload: Download Template, copy and paste from your team member listing into the relevant fields, and save the file. Drag this file into the space indicated on the portal, and click on Complete to build your Team’s Cards.

4. Check out how your Card looks.

Before inviting the entire team, you can view how each team member’s Cards look individually. Click on “…” at the end of their row, then on View Card. 

You are also able to edit Cards individually from here. Click on Edit Card.

To edit details individually , select Edit Info from the “…” menu. Change the desired details and Save. This will update details for the individual and their contacts instantly.

5. Invite your Team.

Select the checkbox next to team members to be invited individually or to select all, use the checkbox in the header row to select all members on the page. Click Invite. Your teammates shall receive the invitation by email shortly