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Creating Cards and Adding Team Members

How to create digital business cards for your team members and send them invitation emails.

Updated over 2 weeks ago

Creating Cards and Adding Team Members

Each team member in HeyDrop Teams has their own digital business card. As an admin, you create and manage all cards from the Cards section of the dashboard.


How to create new cards

  1. Go to Cards in the left sidebar

  2. Click + Create New Cards in the top right corner

  3. A form will appear with the following fields for each card:

Field

Description

Full Name

The team member's name, shown on their card

Email (login)

Their work email — used to log in and access their card

Mobile

Their phone number, shown on their card

Admin

Check this to give the team member admin access to the Teams dashboard


Creating multiple cards at once

Click Add another card to add more rows. You can create multiple team member cards in a single submission — no need to create them one at a time.


Sending invitation emails

At the bottom of the form, check Send invitation email before clicking Create Cards.

When this option is checked, each team member automatically receives an email with a link to activate and claim their card. They don't need to install an app — their card is accessible immediately from any browser.

If you skip the invitation email during creation, you can send it later from the card's actions menu (⋮ → Send Invite Email).


About the Admin role

Checking Admin when creating a card grants that team member access to the HeyDrop Teams dashboard — they can see and manage cards, contacts, templates, and integrations.

Leave this unchecked for regular team members who only need to use their own card.


Card limit

The number of cards you can create depends on your plan. If you've reached your card limit, you'll see a message prompting you to contact [email protected] to upgrade.


Need help?

Contact us at [email protected]

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