Cards

Cards gives every person on the payroll a digital business card. A card is never typed in: every line is read from the person's People record and their profile each time it is opened, so it is always current. Cards can be shared by link or QR code, added to Apple Wallet or Google Wallet, and printed.

Cards needs People installed. Without People, the Cards entry is not shown.

Where to find itCopy Anchor Link

• Your own card: Your account (bottom of the sidebar) → Your card, or press ⌘K and type card. Every employee with a card finds it there, not in the Cards module.
• The Cards module: Cards in your pinned apps or under All apps. Its sidebar has:
  • Directory (/cards/directory) — the cards you may see, for managers and HR.
  • Administration (/cards/admin) — issuing cards, the field policy, themes and templates.

An employee without either standing sees a page with Open your card, which opens their own card in Your account.

WorkflowsCopy Anchor Link

Look at your own card, share it, add it to a walletCopy Anchor Link

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1. 1Your cardYour own card, under Your account.
2. 2SharingOff by default. A link resolves only while this and the organisation’s switch are on.
3. 3New card linkA link or QR code that opens your whole card.
4. 4PrintA PDF of the card as a page, a business card or a badge.
5. 5WalletThe pass expires after 30 days; add it again to renew it.

1. Open Your account → Your card.
2. What this card says lists where each line comes from. Your headline, pronouns, published phone number, website and links come from Your account → Profile; change them there. Your name, position and the rest of your employment record change in People, not here.
3. Share it by link or QR code, add it to Apple Wallet or Google Wallet (the pass expires after 30 days; add it again to renew it), or print it as a card, business card or badge PDF.

Find somebody's cardCopy Anchor Link

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1. 1SearchFinds a card by name.
2. 2OpenShows the card and the person’s entitlements beside the list.
3. 3The cardWhat you may see of it. Select it to turn it over.
4. 4EntitlementsThe access declared on the card, such as building access or parking.

1. Open Cards → Directory.
2. Search by name. Select Open on a row to see the card and the person's entitlements beside it.

Who appears is decided by People: a manager sees their reports, HR sees everybody.

Issue, withdraw or bring back a cardCopy Anchor Link

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1. 1Head countCards issued, suspended, withdrawn and shared outside.
2. 2Issue a cardChoose the person. A record still in draft cannot hold a card.
3. 3SearchSearches the issued cards by name, position or department.
4. 4WithdrawStops a card working.
5. 5Bring it backRestores a withdrawn card.

1. Open Cards → Administration.
2. Under The cards, select Issue a card and choose the person. A record still in draft cannot hold a card.
3. Once the list is longer than ten, search it by name, position or department.
4. Use Withdraw to stop a card working, and Bring it back to restore it. A card also stops working when the person's employment ends.

Set what cards showCopy Anchor Link

Under The field policy, each field has a band that decides who sees it besides the person themselves. Themes and Templates set the card's look and layout for the organisation.

Roles and permissionsCopy Anchor Link

Permissions are granted in System console → Access → Roles. The module is installed and switched on in System console → Marketplace → Cards, which links to Cards → Administration.

TipsCopy Anchor Link

• If a line on a card is wrong, fix it at the source: the People record (position, department) or your profile (headline, links). The card follows on its next opening.
• The headcount of cards issued, suspended, withdrawn and shared outside is at the top of Administration.