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A member is a person with a Tap login. Each member holds one or more profiles — the identities they actually share.
The Members screen showing member cards, each labelled full-team admin or sub-team admin.

The badge in the corner of each card shows what that person can change

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Adding one member

The create member form with fields for name, email, department and template.

Creating a member

1

Open the form

Go to Members → Create.
2

Enter their details

Name and email at minimum. The email is both their login and the address the invitation goes to.
Use the same email address they use in your CRM. Lead owner assignment matches on email, and a mismatch sends every one of their leads to the default owner. See Integrations overview.
3

Assign a department

The department decides what they’re allowed to edit and which CRM they can reach. See Department permissions.
4

Assign a template

The template shapes their profile so it matches your brand from day one. See Templates.
5

Send the invitation

They receive an email, set a password, and complete their profile in the mobile app.

Adding a member and building their card, start to finish

Adding more than a handful of people? Use bulk import instead.

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Customising the invitation

Admin → Invite Members lets you write the invitation once and send it to whichever members or departments you choose. You control the subject, the message, and the call-to-action button.

Sending invitations — and resetting a password when someone is locked out

Say what Tap is for in one line before the button. An invitation that only says “you’ve been invited” gets ignored; one that says “this is how we’re capturing leads at the conference next month” gets accepted.

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Editing a member’s card

Members → select the member.

A tour of the card editor, section by section

Everything about that person’s card is grouped down the left:

Content

About — name, title, email, phone, company website, bio, secondary contacts. Links and Design.

Communication

Lead Capture — the form visitors fill in. Follow Up.

Sharing

QR Code, Digital Wallets, Email Signature, and NFC Products.
The member editor with a left-hand menu for About, Links, Design, Lead Capture, Follow Up, QR Code, Digital Wallets, Email Signature and NFC Products, beside the profile fields.

Their content, how they capture leads, and every way the card gets shared

Email Signature is the most overlooked item on that list. It generates a signature block carrying the member’s Tap card, so every email they send becomes another way to be found — without anyone remembering to share anything.
You can also move a member to a different department or switch their template from here.
Moving a member to another department applies that department’s permissions immediately, including which CRM connection their leads flow through. If a rep’s leads suddenly start arriving in a different CRM account, check whether they were moved.

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Members who haven’t accepted

Invited members appear in the list before they accept. If someone never received their invitation:
The most common cause by a wide margin. Correct it and re-send.
Invitations from an unfamiliar domain sometimes get filtered.
Open the member and re-send. Old invitation links can expire.

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Removing a member

Removing a member revokes their access immediately.
Their leads stay with your team. Removing someone does not delete the leads they captured or the meetings they recorded — that data belongs to the company, not the individual. Reassign their leads to whoever picks up their accounts.
Before removing someone who’s leaving, it’s worth checking whether they had a personal CRM connection. If they did, their leads were flowing into their own CRM account rather than the company’s, and you may need to export those leads before the account goes away.

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Roles

Each member card carries a badge showing what that person can change.

What each role can reach, and where the badge comes from

A sub-team admin’s badge names the department they run — Sub-team admin · Sales, or · Sales +1 when they run more than one. That can differ from the department they belong to, which stays on its own pill at the bottom of the card. Sub-team admins only exist when Department Admin Management is switched on in company settings. With it off, every admin is a full-team admin.

Next: bulk import

Add a whole team from a spreadsheet.