Add Team Members by Individual/BulkUpdated 2 months ago

Adding team members to One Good Card for Teams is designed to be quick and flexible — whether you’re onboarding one new hire or rolling out digital business cards to an entire department at once. This guide covers both individual invites and bulk uploads via CSV, along with best practices to avoid common mistakes.

Option 1: Add Team Members Individually

Adding members individually is ideal when onboarding a small number of people or handling one-off hires.

1. Log in to your One Good Card Teams Admin Dashboard.
2. Go to Business Cards from the sidebar.
3. Click + Add Member, and Add Member by Individual
4. Enter the team member’s details (name, email, serial number if applicable).
5. Click Proceed.

Option 2: Bulk Upload Team Members via CSV

Bulk upload is the fastest way to onboard multiple team members at once, perfect for new teams, company-wide rollouts, or seasonal hiring. It is the recommended option if you are adding more than 5 new team members. 

How to Bulk Upload via CSV

1. Go to Business Cards in your Admin Dashboard.
2. Click + Add Member, and Add Member by Bulk
3. Download the CSV template file.
4. Fill in the required fields on the CSV(e.g. name, email, designation). 
5. Save the file as a CSV. 
6. Upload the completed CSV file.
7. Review the preview and click Proceed.

CSV Upload Best Practices

To ensure a smooth bulk onboarding experience, follow these best practices:

• Use the official CSV template provided in the dashboard.
• Ensure all email addresses are valid and unique.
• Avoid extra spaces or special characters in fields.
• Upload in smaller batches (maximum 200 members) if onboarding a very large team.

Frequently Asked Questions