Team Management
Team management is available on Business and Enterprise plans.
Creating your organization
1Go to Dashboard → Team.
2Set up your organization: name, slug, description, and logo.
3Your account becomes the Owner.
Inviting members
1Click Invite Member.
2Enter their email address.
3They receive an invitation to join your organization.
4Assign a role: Admin or Member.
Member roles
| Role | Permissions |
|---|---|
| Owner | Full control, billing, delete org |
| Admin | Manage members, cards, teams, brand settings |
| Member | Edit their own cards only |
Teams within your organization
You can create teams to group members (e.g., Sales, Marketing, Engineering):
- Each team has a name, slug, description, and color.
- Teams can have their own profile policies (locked fields, allowed layouts, etc.).
- Set a max cards per member limit per team.
- Mark a team as the default for new members.
Brand consistency
To keep all cards on-brand, you can configure:
- Locked fields — Fields that members cannot change (e.g., company name, logo).
- Prefilled fields — Default values for fields that members can override.
- Hidden fields — Fields that don\'t appear in the editor.
- Allowed layouts — Restrict which card layouts members can use.
- Enforce template — Force all cards to use a specific template.
Member analytics
View per-member stats:
- Number of cards
- Total and unique card views
- Contacts saved
- Mutual connections