Editing Your Team Member Profile
Guide to Updating Your Profile & Lock Screen
Discover how to change both your lock screen and profile with our straightforward steps. for both iOS and Android users.
01
Accessing Team Member Cards
In the side menu, click on “Team Member Cards” to view the list of team members.
01
Accessing your Card
In the side menu, click on “My Card” to preview your profile.
02
Choosing a Team Member to Edit
Locate and select the ‘Edit Team Member’ button for the profile you want to update.
03
Choosing a Team Member to Edit
Within the editing interface, locate the ‘Card Style Template’ dropdown menu.
Click on the dropdown to display the available templates. These templates will affect the design and layout of the team member.
04
Previewing Template
Choose a template from the dropdown menu labeled Card Style Template.
To see how it looks, click ‘Update’
the preview will show the template applied to your team member’s profile
For a unique design tailored to your brand, click to learn more about our custom branding
05
Exporting and Uploading a VCard to Your Team Member Profile
On your phone, go to the Contacts app.
Select the contact you wish to export.
Use the ‘Share’ or ‘Export’ option to save the VCard (.vcf file) to your device.
For detailed steps on exporting VCards from iOS or Android devices
06
Learn How to Edit Your Lock Screen!
Discover the simple steps to customize your lock screen, ideal for both iOS and Android devices.
