How do I manage multiple cards or team members on V1CE?
Add a user for each person from the profile menu at the top left: choose Add another user, enter a name, pick Copy my page or Start blank, and press Add them. Each user gets their own page and link. Then link each physical card to the right page.
| Time needed | 5 minutes |
|---|---|
| What you need | A V1CE account |
| Where in the app | Profile menu > Add another user |
You manage several cardholders from one login by adding a user for each person. Each user has their own page and link, and you switch between them from the profile menu.
For a full team setup on ClientCapture OS, see the team guide linked below.
Add a user
Step 1: Open the profile menu
Click your profile picture at the top left of the app.
Step 2: Choose Add another user
The Add someone to your team window opens. The app notes that adding people is free, for as many people as you like.
Step 3: Enter their name
Type their full name. Enter a name, not an email address.
Step 4: Choose how their page starts
Choose Copy my page (recommended) for the same look and blocks, or Start blank for an empty page they fill in themselves.
Step 5: Check their link
Their link is made from their name and you can change it. It must be at least 4 characters.
Step 6: Press Add them
The new user appears in your list with their own page and link.
Link each person's card
Open My page, choose Cards, press Change page on the card and select the right page. Press Save changes. The card then opens that person's page.
Switch between users
Open the profile menu and choose a user. Each row also has a menu to copy their link, rename them or delete them.
Remove a user
Use the row menu and choose Delete, then confirm. The user is gone for good. A user on an active paid subscription cannot be deleted until that subscription is cancelled. Cancel it first from Settings > Billing.
Good to know
- Two cards can open the same page. Point both at the same user's page.
- Using older legacy software? The menus can differ. See the guide on telling which software you use.
Related guides
Frequently asked questions
How do I add a team member?
Click your profile picture at the top left, choose Add another user, enter their name, pick how their page starts and press Add them.
Does each person get their own page?
Yes. Each user has their own page and link under your account.
How do I link a card to a person?
Open My page, choose Cards, press Change page, select their page and press Save changes.
Can two cards show the same page?
Yes. Link both cards to the same page.
How do I remove a user?
Use the menu on their row in the profile menu and choose Delete. Cancel any active paid subscription for them first.
How many pages can I have?
Free Forever includes one live page. ClientCapture OS includes unlimited pages. See v1ce.co/pricing.