Learn how to add team members to One Good Card for Teams. Invite individuals or bulk upload users via CSV, with best practices for fast and error-free onboarding.

Add Team Members by Individual/Bulk

Admins are able to bulk update multiple profiles at the same time, ensuring consistency, saving hours of manual work, and keeping every business card on-brand.

<p>With <strong>One Good Card for Teams</strong>, admins will be able to bulk update multiple profiles at the same time, ensuring consistency, saving hours of manual work, and keeping every card on-brand.</p><p>This is especially useful during onboarding, rebranding, or company-wide updates.</p><p>You can bulk edit business card profiles across <strong>three main sections</strong>:</p><ul><li><strong>Primary Information</strong></li><li><strong>Widgets</strong></li><li><strong>Style</strong></li></ul><h2 id="how-to-access-bulk-editing">How to access Bulk Editing</h2><ol><li>Log in to your <strong>OGC for Teams Admin Dashboard</strong>.</li><li>Go to <strong>Business Cards</strong>.</li><li>Select multiple team members using the checkboxes.</li><li>Click <strong>Edit Profiles</strong>.</li></ol><p><img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2026012106-2d5d3faa-fbe9-42d4-957d-8f8c90ad9ed3-4d646a10-8031-454f-9a41-6d75a8d835aa.png" class="fr-fic fr-dib"></p><h2 id="bulk-edit-primary-information">Bulk Edit Primary Information</h2><ol id="isPasted"><li>Upload images to the Profile Picture by selecting the + icon</li><li>Edit directly by <strong>double-clicking</strong> and<strong>&#xA0;typing</strong> in their individual fields.</li><li>Use the <strong>Bulk Edito</strong>r to mass edit the fields that are the same for all profiles. Select the <strong>fields</strong> (e.g. Designation) &#x2192; Enter the <strong>value</strong> (e.g. Sales Executive) &#x2192; Select for <strong>All Rows</strong> or selected rows</li><li>Upload your <strong>logo image</strong> to the bulk editor and apply it to all selected profiles&#xA0;</li></ol><p><img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2026012107-c280a66d-2e94-450a-b997-e8bdb9516f95-d3b58e9f-e5ba-41be-879a-13e67f692694.png" class="fr-fic fr-dib"></p><h2 id="bulk-edit-widgets">Bulk Edit Widgets</h2><p>Widgets control how information and actions appear on each digital business card. With bulk editing, you can:</p><ul><li>Add the same widget to multiple profiles at once</li><li>Remove widgets that are no longer needed</li><li>Reorder widgets consistently across the team</li></ul><p>Common widgets added via bulk actions include:</p><ul><li>Company details</li><li>Website or custom links</li><li>Social media links</li><li>Contact forms</li><li>Product listings</li></ul><p><img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2026012107-d712e4f0-6d67-4b50-b4bc-618bd7eceb87-0d973481-2957-4c00-bf8e-95d776be54ea.png" class="fr-fic fr-dib"></p><ol><li>Ensure that you are on <strong id="isPasted">All Selected Profiles</strong>, click<strong>&#xA0;+ Add Wigets</strong></li><li>Select the <strong>widget</strong> you would like to input (e.g. social media, custom link)&#xA0;</li><li>Fill in the necessary information for the widget (e.g. social media handle, URL)&#xA0;</li><li>Reorder widgets if you would like to do so</li><li>Select a profile to preview on the right side preview</li><li>Click <strong>Next &#x2192;</strong> to proceed and save.&#xA0;</li></ol><h2 id="bulk-edit-style">Bulk Edit Style</h2><p>Bulk styling ensures all team cards look cohesive and on-brand.</p><p>You can apply changes such as:</p><ul><li>Brand colours (text, buttons, icons)</li><li>Background or banner styles</li></ul><p>This is especially useful when rolling out new brand guidelines or refreshing your company&#x2019;s visual identity.</p><ol><li>On the <strong>Widgets and Styles</strong> page, ensure that you are on <strong>All Selected Profiles.&#xA0;</strong></li><li>Scroll down to the <strong>Style</strong> section</li><li>Use the colour picker, or upload a custom banner or background image</li><li>Preview on the right side profile</li><li>Click <strong>Next &#x2192;</strong> to proceed and save.&#xA0;</li></ol><div class="ogc-pro-tips"><h3 id="-pro-tips">&#x2728; Pro Tips:</h3><ul><li>Use <a href="https://onegoodcard.com/pages/help-center?hcUrl=%252Fen-US%252Fteam-templates-and-personalised-widget-fields-3889560" target="_blank" rel="noopener noreferrer"><strong>Team Templates</strong></a> to keep all profiles consistent quickly and easily.&#xA0;</li><li>Preview changes before saving to avoid overwriting important information.</li></ul></div><h2 id="frequently-asked-questions">Frequently Asked Questions</h2><div class="ogc-faq"><div class="faq-item"><h3 id="q-will-bulk-editing-overwrite-personal-contact-information">Q: Will bulk editing overwrite personal contact information?</h3><p>A: Bulk actions only update the fields you select. Personalised widget fields remain untouched unless explicitly edited.</p></div><div class="faq-item"><h3 id="q-can-i-bulk-edit-only-part-of-a-profile">Q: Can I bulk edit only part of a profile?</h3><p>A: Yes. You can choose whether to bulk edit Primary Information, Widgets, or Style independently, unless they are part of a Team Template.&#xA0;</p></div><div class="faq-item"><h3 id="q-is-bulk-editing-reversible">Q: Is bulk editing reversible?</h3><p>A: Changes are applied immediately upon saving changes. If needed, you can run another bulk edit or reapply a Team Template.</p></div><div class="faq-item"><h3 id="q-who-can-bulk-edit-profiles">Q: Who can bulk edit profiles?</h3><p>A: Bulk editing actions are available to admins and super admins in One Good Card for Teams.</p></div></div><style>
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Bulk Edit Multiple Digital Business Cards

Learn how to use Team Templates on One Good Card to customise layouts, add widgets, style profiles, and use Personalised Widget Fields for individual contact details at scale.

<p><strong>Team Templates</strong> help admins design and manage consistent digital business card profiles for their entire organisation, without manually editing each profile one by one. With templates, you can centrally control branding, layout, and widgets, while still allowing flexibility for individual team members where needed.</p><p>Templates are especially useful for companies that want:</p><ul><li>Consistent branding across all employee profiles</li><li>Faster onboarding for new hires</li><li>Centralised control over profile layouts and widgets</li></ul><h2 id="what-can-you-customise-in-a-team-template">What can you Customise in a Team Template?</h2><p>Admins can fully customise the following within a template:</p><ul><li><strong>Widgets</strong> <strong>Inputs:</strong> Contact details, social links, maps, files, videos, forms, and more</li><li><strong>Widget Order:&#xA0;</strong>Control how information is displayed top-to-bottom</li><li><strong>Profile Styling:&#xA0;</strong>Backgrounds, button colours, text colours, and layout</li><li><strong>Locked Fields:</strong> Prevent users from editing certain widgets or sections</li></ul><h2 id="how-to-create-or-edit-a-team-template">How to Create or Edit a Team Template</h2><ol><li>Head to <a data-fr-linked="true" href="https://teams.ogc.link" id="isPasted" target="_blank" rel="noopener noreferrer">https://teams.ogc.link</a></li><li>Navigate to <strong>Business Cards</strong> page, and <strong>Team Templates</strong> in the first section.</li><li>Click <strong>Add New Template</strong> or select an existing template to edit.</li><li>Customise your <strong>Template Name&#xA0;</strong>to organise better.</li><li>Click <strong>+ Add Widgets</strong> to select the widgets you want to appear on all team profiles.</li><li>Customise the <strong>styling</strong> to match your company branding.</li><li>Once done, <strong>save</strong> the template.</li></ol><p><img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2026012014-c9653ffc-49e9-4256-892f-0bb277d0d4d7-fd32b711-f49e-407a-8ee7-1bceb28d2f86.png" class="fr-fic fr-dib"></p><h2 id="applying-a-template-to-team-members">Applying a Template to Team Members</h2><p>Once a template is created, you can apply it to multiple team members:</p><ol><li>Go to <strong>Business Cards</strong>.</li><li>Select the team members you want to edit, and click <strong>Edit Profiles</strong>.</li><li>Click <strong>Next &#x2192;</strong> to proceed to the Widgets &amp; Style page.</li><li>Ensure that you are on <strong>All Selected Profiles</strong>, and click <strong>Apply Template</strong>.&#xA0;</li><li>Select the template you would like to apply, and click <strong>Apply Template</strong>.&#xA0;</li><li>There will be 2 options to choose from:&#xA0;<ol><li><strong>Change Template</strong>: The selected template (with widgets and styles) will be applied to the profile. Any existing add-on widgets will <u>remain</u> on the profile.</li><li><strong>Overwrite Profile</strong>: The selected template will be applied to the profile. Any existing add-on widgets will be <u>removed</u> from the profile.&#xA0;</li></ol></li><li>Once you have selected your method of applying the template, click <strong id="isPasted">Next &#x2192;</strong> to proceed.&#xA0;</li><li>Preview the profiles to ensure that the changes are accurate. Once done, click <strong>Save</strong>.</li></ol><p><img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2026012014-a890dab6-c993-4caa-9c44-727d7e57b30c-0feaa2c9-4e3f-4a7f-8749-6401906dec22.png" class="fr-fic fr-dib"></p><p><br></p><h2 id="what-are-personalised-widget-fields">What are Personalised Widget Fields?</h2><p><strong>Personalised Widget Field</strong> is a powerful new feature that allows admins to include widgets in a team template while inputting unique values for each team member individually.</p><p>This is especially useful for widgets that contain unique information per person, such as:</p><ul><li>Phone numbers</li><li>Email addresses</li><li>WhatsApp numbers</li><li>Social Media profiles (e.g. LinkedIn)</li></ul><h2 id="how-personalised-widget-fields-work">How Personalised Widget Fields Work?</h2><ul><li>Admins <strong>add the widget</strong> to the team template.</li><li>Admins <strong>enable Personalised Widget Field</strong> for that widget.</li><li>The widget appears on every team member&#x2019;s profile, but can only be edited on the <strong><u>individual</u></strong> level</li><li>Admins will be able to input<strong>&#xA0;unique values</strong> (e.g. phone number or email) without changing the overall layout or style.</li></ul><h2 id="how-to-enable-personalised-widgets">How to Enable Personalised Widgets?</h2><ol><li>Select a <strong>Team Template</strong> to edit.&#xA0;</li><li>Add or select a widget (e.g. Phone, Email).</li><li>Toggle <strong>Personalised Widget Field</strong> ON. You will not be able to input any values in the widget.&#xA0;</li><li>Save the template.</li></ol><p><img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2026012014-e41500df-3e11-4f4a-a273-30f3a3462597-4965391d-7609-4e90-b600-3bd218d71678.png" class="fr-fic fr-dib"></p><h2 id="isPasted">How to input values on Personalised Widget Fields?</h2><ol><li>On the <strong>Business Card</strong> editing page, head to the <strong>Widgets &amp; Style</strong> page</li><li>Apply the Team Template</li><li>You will be able to edit <strong>Widgets with Personalised Widget Field ON</strong>, on the <strong>individual level</strong></li><li>Once done, click <strong>Next &#x2192;&#xA0;</strong>and <strong>Save</strong>.</li></ol><p><img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2026012014-92f0617e-7358-4aca-bb09-c396f2c5bd12-b7dbe498-6653-4a11-9ea5-879ba05e407b.png" class="fr-fic fr-dib"></p><div class="ogc-pro-tips"><h3 id="-pro-tips">&#x2728; Pro Tips:</h3><ul><li>Use templates to lock branding elements like colours, layouts, and headers.</li><li>Create different templates for departments (e.g. Sales, Marketing, Leadership).</li><li>Update templates anytime, and changes will automatically be applied to team members with the template.&#xA0;</li></ul></div><h2 id="frequently-asked-questions">Frequently Asked Questions</h2><div class="ogc-faq"><div class="faq-item"><h3 id="q-can-team-members-edit-widgets-added-via-templates">Q: Can team members edit widgets added via templates?</h3><p>A: Only widgets which have Restrict Editing <u>disabled</u> can be edited by individual users.&#xA0;</p></div><div class="faq-item"><h3 id="q-will-editing-a-template-affect-existing-profiles">Q: Will editing a template affect existing profiles?</h3><p>A: Yes. When editing a template, updates will reflect across selected team members&#x2019; profiles instantly.&#xA0;</p></div><div class="faq-item"><h3 id="q-can-i-mix-locked-and-personalised-widgets-in-one-template">Q: Can I mix locked and personalised widgets in one template?</h3><p>A: Absolutely. This allows you to maintain brand control while still giving flexibility where needed.</p></div><div class="faq-item"><h3 id="q-is-this-feature-available-to-all-teams">Q: Is this feature available to all teams?</h3><p>A: Team Templates and Personalised Field Widgets are available for One Good Card for Teams plans.</p></div></div><style>
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Team Templates & Personalised Widget Fields

Learn the difference between Admin and Super Admin roles in One Good Card for Teams. Understand permissions, access levels, and best practices for secure team management.

<p>In <strong>One Good Card for Teams</strong>, there are 2 key admin roles: <strong>Admin and&#xA0;</strong><strong>Super Admin.&#xA0;</strong>Each role comes with different access levels to help your organisation stay secure, organised, and scalable, especially when managing team members, templates, serial numbers, and billing.</p><h2 id="what-is-an-admin">What is an Admin?</h2><p>An <strong>Admin&#xA0;</strong>in OGC for Teams is someone responsible for managing digital business cards of the organisation, such as onboarding staff, applying templates, updating profiles, and managing serial numbers. Admins help keep the team running smoothly without having full control over sensitive account or billing settings.</p><h2 id="what-is-a-super-admin">What is a Super Admin?</h2><p>A <strong>Super Admin</strong> has the highest level of control in the OGC for Teams dashboard. This role is usually assigned to the main account owner or someone who manages billing and high-level organisation settings. </p><div class="ogc-pro-tips"><h3 id="&#xFE0F;-important">&#x26A0;&#xFE0F; Important:</h3><ul><li>Only <strong>1 Super Admin</strong> is allowed per team.</li></ul></div><h2 id="admin-vs-super-admin-whats-the-difference">Admin vs Super Admin: What&#x2019;s the Difference?</h2><ul><li><strong>Profile &amp; Team Management:</strong> Both roles can manage members, edit profiles, and apply templates.</li><li><strong>Serial &amp; Hardware Management:</strong> Both roles can manage serial numbers via Serial Vault (link, unlink, transfer).</li><li><strong>Assign Admin</strong>: Only Super Admin will be able to assign new admins.&#xA0;</li><li><strong>Billing &amp; Subscription:</strong> Only Super Admin or Billing Owner will be able to control billing, invoices, payment settings, and plan changes.</li></ul><h2 id="common-permissions-by-role">Common Permissions by Role</h2><p>Here&#x2019;s a simple breakdown of what each role can usually do:</p><h3 id="admins-can">Admins Can:</h3><ul><li>Add, edit, and remove team members</li><li>Bulk upload members via CSV</li><li>Create and apply <strong>Team Templates</strong></li><li>Enable <strong>Personalised Widget Fields</strong> in templates</li><li>Manage Serial Vault (link/unlink/transfer serial numbers)</li><li>View team analytics and engagement metrics</li><li>Reset member login email or password (if enabled in your organisation settings)</li></ul><h3 id="super-admins-can">Super Admins Can:</h3><ul><li>Everything an Admin can do</li><li id="isPasted">Control admin role assignments (add/remove Admins)</li><li>Manage billing and invoices, and assign 1 additional Billing Owner</li><li>Update payment methods and subscription plans</li></ul><h2 id="how-to-promote-someone-to-admin-as-a-super-admin">How to Promote Someone to Admin (as a Super Admin)</h2><ol><li>Log in to your Teams Admin Dashboard.</li><li>Go to <strong>Business Cards</strong> and <strong>hover</strong> over the member to reveal the actions button (&#x22EF;)</li><li>Click <strong>Manage Roles,</strong> and update role to Admin/Super Admin</li><li>Under <strong>Role</strong>, assign <strong>Admin</strong> (or Super Admin).</li><li>Save changes.</li></ol><h2 id="frequently-asked-questions">Frequently Asked Questions</h2><div class="ogc-faq"><div class="faq-item"><h3 id="q-how-many-super-admins-should-we-have">Q: How many Super Admins should we have?</h3><p>A: Each team is only allowed to have 1 Super Admin, and 1 additional Billing Owner.&#xA0;</p></div><div class="faq-item"><h3 id="q-can-an-admin-manage-serial-vault">Q: Can an Admin manage Serial Vault?</h3><p>A: Yes. Admins can typically link, unlink, and transfer serial numbers through Serial Vault.</p></div><div class="faq-item"><h3 id="q-can-admins-change-billing-plans-or-payment-methods">Q: Can Admins change billing plans or payment methods?</h3><p>A: No. Billing actions are handled by Super Admins or Billing Owner only. Admins are not allowed to view the billing page of the Teams dashboard.&#xA0;</p></div><div class="faq-item"><h3 id="q-can-i-change-someones-role-anytime">Q: Can I change someone&#x2019;s role anytime?</h3><p>A: Yes. Super Admins can update roles anytime from the Teams dashboard member settings.</p></div></div><style>
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Admin Roles Explained: Admin vs Super Admin

Learn how Serial Vault helps admins store, link, unlink, and transfer One Good Card serial numbers. Perfect for teams reusing cards for new employees or managing bulk-purchased cards.

<p>The <strong>Serial Vault</strong> is a powerful tool within the One Good Card for Teams Dashboard that allows admins to centrally store, manage, and assign One Good Card serial numbers to team members. It&#x2019;s especially useful for organisations that have previously bulk-purchased generic company-branded cards and want to reuse them for new staff or rotate cards across departments.</p><h2 id="what-is-serial-vault">What Is Serial Vault?</h2><p>The Serial Vault is a central repository where your organisation&#x2019;s unused or unassigned serial numbers are stored. Instead of losing track of serial codes or manually managing them, admins can easily store, retrieve, and assign serials directly from the OGC for Teams Dashboard.</p><h2 id="why-use-serial-vault">Why Use Serial Vault?</h2><ul><li><strong>Reuse existing cards</strong> for new hires without buying new stock.</li><li><strong>Transfer cards</strong> between employees quickly.</li><li><strong>Bulk-manage serial numbers</strong> purchased in previous batches.</li><li><strong>Keep everything organised</strong> in one central place instead of spreadsheets.</li><li><strong>Prevent lost, duplicated, or misassigned</strong> serial numbers.</li></ul><h2 id="where-to-find-serial-vault">Where to Find Serial Vault</h2><ol><li>Log in to your OGC for Teams Admin Dashboard.</li><li>On the sidebar menu, under <strong>Business Cards</strong>, head to <strong>Serial Vault</strong>.</li></ol><h2 id="activate-a-new-product">Activate a New Product</h2><ol><li>Under <strong>Manage Product</strong>s, select <strong>Activate</strong>, and select your<strong>&#xA0;OGC Product</strong> (card, mini, ring)&#xA0;</li><li>Enter the <strong>Serial Number</strong> (found on the packaging)</li><li>Select the <strong>team member</strong> you would like to activate this product for&#xA0;</li><li>Click <strong>Activate</strong>.</li></ol><p><img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2025120408-72a9bbcd-3229-4f43-b84d-d62364bc2c98-4465d6a5-ac6f-4d29-8412-c6c8e9ddddd9.png" class="fr-fic fr-dib"></p><p>The OGC Product will now be activated and linked to the member&#x2019;s profile and ready for use.</p><h2 id="unlink-a-product">Unlink a Product</h2><p>Unlinking is useful when an employee leaves the company or needs their card reassigned.</p><ol><li>Under <strong id="isPasted">Manage Product</strong>s, select <strong>Unlink</strong>&#xA0;</li><li>Select the <strong>Profile</strong> that has the product you would like to unlink, and select the <strong>serial number.</strong>&#xA0;</li><li>Click <strong>Unlink</strong>, and the serial number automatically returns to your Inactive Serial Numbers for reuse.<div class="ogc-pro-tips"><h3 id="-pro-tip">&#x2728; Pro Tip:</h3><ul><li>If a staff member leaves, it is recommended to <strong>unlink or transfer</strong> their serial first before deleting their profile/account if you would like to reuse their OGC product.&#xA0;</li></ul></div></li></ol><p><img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2025120408-4f769959-3e9b-4554-998a-6d0004957bd0-c9526c2c-5c6c-4304-a2cd-6ce2fa02efe2.png" class="fr-fic fr-dib"></p><h2 id="transfer-a-product-to-another-member">Transfer a Product to another Member</h2><p>You can directly transfer a serial from one employee to another.</p><ol><li>Under <strong id="isPasted">Manage Product</strong>s, select <strong>Transfer</strong>&#xA0;</li><li>Select the <strong id="isPasted">Profile</strong> that currently has the product, and select the <strong id="isPasted">serial number.</strong>&#xA0;</li><li>Select the<strong>&#xA0;new member</strong> who should receive the product.</li><li>Click <strong>Transfer</strong>, and the product will now be assigned to the newly selected member.&#xA0;</li></ol><p><img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2025120408-c682dd71-4f6a-4581-b1c4-a55a43d0d439-3b74fe48-f85c-417c-b524-28c4c01bdd4c.png" class="fr-fic fr-dib"></p><h2 id="isPasted">Assign Inactive Products</h2><p>If you have previously unlinked a product, it will be stored in your Serial Vault under Inactive Serial Numbers. You will be able to link and reuse the product to new team members.</p><ol><li id="isPasted">Head to the <strong>Serial Vault</strong>, and <strong>Inactive Serial Numbers</strong></li><li>Locate the serial number you would like to assign to your new team member</li><li>Click the <strong>vertical ellipsis &#x22EE;</strong> , and click <strong>Assign to Profile</strong></li><li>Select <strong>Profile</strong> to assign, and click <strong>Assign</strong> to confirm<img src="https://attachments.gorgias.help/VR1W92R5nVy6M8yB/hc/eynJd7OqGyA69ERo/2025120409-21908692-a2b3-423b-8c68-148fc6c8eb53-b8864639-519c-4960-9dc4-4fe47871747f.png" class="fr-fic fr-dib"></li></ol><p><br></p><h2 id="frequently-asked-questions">Frequently Asked Questions</h2><div class="ogc-faq"><div class="faq-item"><h3 id="q-do-i-need-new-cards-for-new-employees">Q: Do I need new cards for new employees?</h3><p>A: Not necessarily. If you have unused cards, you can store and assign them through Serial Vault without additional purchases.</p></div><div class="faq-item"><h3 id="q-can-a-serial-number-be-reused">Q: Can a serial number be reused?</h3><p>A: Yes. Once unlinked, a serial automatically returns to Serial Vault and can be assigned to another team member.</p></div><div class="faq-item"><h3 id="q-what-if-we-have-very-old-batches-of-cards">Q: What if we have very old batches of cards?</h3><p>A: As long as the serials are valid, they can be activated and reused.</p></div><div class="faq-item"><h3 id="q-does-serial-vault-work-with-one-good-ring-or-mini">Q: Does Serial Vault work with One Good Ring or Mini?</h3><p>A: Yes, Serial Vault supports all One Good Card hardware products.</p></div></div><style>
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Serial Vault

onegoodcard

Learn how to manage, and organise digital business cards for team members with One Good Card for Teams. Add users individually or in bulk, apply templates, and customise at scale.