Every account on businesscards.io has at least one team. If you signed up by yourself, your team is just you. If you're rolling cards out to colleagues, you build out the team and they join it. Cards, contacts, subscriptions, integrations, and analytics all live on the team, not on individual users.
The basics
- A team is the unit of billing and sharing.
- A team has one or more members.
- Each member is either an owner or a regular member.
- A user can belong to multiple teams (for example, your own personal team plus an employer's team) and switch between them.
Owners vs. regular members
Only owners can:
- Manage the subscription (upgrade, change payment method, cancel).
- Invite or remove members.
- Connect or disconnect integrations (HubSpot, Salesforce, Zapier, SSO).
- Use the CSV importer.
- View team-wide analytics.
Regular members can manage their own cards (and any cards an owner has assigned to them). They can capture contacts and edit their own profiles. They can't see billing, can't invite other people, and can't see team analytics.
Inviting members
Owners invite members from Settings → Members. You enter an email address; the invitee receives an email with a link to join. If they don't have a businesscards.io account, the link starts them through signup. If they already have one, they're added to your team and can switch to it from the team switcher.
For larger rollouts (10+ people), the CSV importer is faster than inviting one by one. See importing team cards with our CSV importer.
Billing
The team owner who started the subscription is on the hook for the bill. The subscription covers everyone on the team, up to the user and card limits of the plan. There's no per-seat add-on; you upgrade the plan if you need more capacity. See understanding plans, users, and card limits for the limits at each tier.
Switching between teams
If you're a member of multiple teams, a team switcher appears in the top nav of the dashboard. Pick a team to scope everything (cards, contacts, analytics, settings) to that team. You can be in your own team and your company's team simultaneously; switching doesn't change anything except which one you're viewing.
Ownership transfer
There isn't a self-service ownership transfer flow today. If the current owner needs to hand the team to someone else, contact support@businesscards.io and we'll switch the owner on your behalf.