Teams

Roll out OneTap to your team

Brand once, deploy everywhere — a clean playbook for team rollout.

5 min readLast updated:
  1. 1

    Choose the Premium package

    Premium unlocks team workspace features. Purchase once and invite teammates from the dashboard.

  2. 2

    Lock brand defaults

    Set logo, colors, and fonts so every card stays on brand.

  3. 3

    Invite teammates

    Send invites by email. Roles: Admin, Member, Viewer.

  4. 4

    Pre-fill team cards

    Use the bulk import to create cards from a CSV (name, title, email, phone).

  5. 5

    Distribute QR codes

    Generate and send each teammate a printable QR PDF.

Helpful tips

  • Lock brand assets before inviting teammates — it prevents drift later.

Related guides

Still need help?

Submit a request and our OneTap team will get back to you.

Submit a request