How do I set up a team on ClientCapture OS?

V1CE ClientCapture OS lets you manage a team from one dashboard. Each person gets their own card and V1CE page. Here is how to add a team member.

Before you start:

• You must be on ClientCapture OS. Team management is not available on V1CE Free Forever.
• CCOS is priced per user/cardholder. Each person you add counts as one seat. See v1ce.co/pricing for current amounts.
• Have the new user's name, email address, and job title ready.

Step 1: Open the link switcher

Click the name under the V1CE logo in the top left of your dashboard. This opens the link switcher — a dropdown showing all the pages on your account.

This is the most commonly missed step. Do not go to Settings first.

Step 2: Create a new user

In the link switcher, click Create New User. Enter the new user's details: name, job title, email address.

Step 3: Build their V1CE page

Set up the new user's V1CE page with their contact details, social links, and profile photo. You can also duplicate an existing page and update the details — useful for keeping a consistent team layout.

Step 4: Assign their physical card

Once the page is ready, assign the new user's physical card to their page.

Go to Pages, then the Smart Cards tab. Select the card (you will need the card serial number or the card can be tapped to identify it) and assign it to the new user's page.

Step 5: Invite the user to log in

The new user will receive an email invitation to log in and access their own page at app.v1ce.co. They can then edit their own page and manage their contacts.

Removing a team member:

To remove someone, go to the link switcher, select their page, and follow the steps to deactivate or reassign their card. Their card stops working when their page is deactivated.

Questions about team permissions or roles beyond adding members? Contact the V1CE team — they can walk you through what is available for your account.