Set Up Your Team | NodCards Support

Set Up Your Team

When you create your NodCards account, the first thing you'll want to do set up your team so all your employees have a consistent digital brand presence that includes:
  1. Digital business cards
  2. Email signatures
  3. Social media profile backgrounds
  4. Link In Bio
  5. ...and more

You can have multiple teams in your account (additional subscription may be required). These could be based on departments, locations or however you'd like. 


Set Your Team Name

Setting the Team Name will help you identify these teams in the team switcher in the dashboard. 

  1. Click the Team icon in the dashboard
  2. Click the 'Settings' tab with the gear icon
  3. Enter your Team Name and click 'Save'

​Set Your Team URL Format

You should also set your Team Handle (URL) Format. This allows you to set the URL pattern for the digital business cards you create for your team.

For example, if you have a team member named "Bob Smith" and your company is called "Acme Co.", you can set up all of your digital business cards to use the format '/bob-smith-acme-co' as the URL pattern. 


Info
EXAMPLE: Your company's digital business cards will have a URL like: https://nod.cards/employee-name-company-name

Setting this URL pattern helps improve SEO for your brand.
  1. From the team settings tab, select the 'Name Format' dropdown and select your format
  2. In the 'Team Suffix' field, enter your organization, brand or company name.
  3. Click 'Save'
Notes
NOTE: The Team Handle is only applied when creating cards through the "Bulk Import" function (see below), however, you can also create cards individually through this function and the handle will be applied.

Add Your Employees

You can create a digital presence for your employees in several ways. 

Add Individual Employees

From the Team OR Builder page:
  1. Click 'New Card'
  2. Input 'About' information:
    1. Full Name (the name of the employee)
    2. Title (the employee's job title)
    3. Overview (short biography)
  3. Click 'Create'
    Make any further edits in the Builde

Bulk Import Employees

You can bulk import employees by importing a .csv file with their information, or by entering their information individually and then creating their digital presence in a batch all at once.

From the Team page:
  1. Option 1 - IMPORT
  2. Click 'Bulk Import' 
    1. Click 'Import a file' (upload a .csv file with employee information)
    2. Click 'Get a sample file' and download the sample file to your PC
    3. Add your employees' information to the .csv file: 
      1. Full Name ( first and last name)
      2. Title (job title)
      3. Overview (short about or bio text)
      4. Mobile (mobile phone number)
      5. Email (email address)
      6. Phone (direct phone number)
      7. Avatar (a URL containing a photo/headshot of the employee)
      8. Review (a URL to a review site for that specific employee e.g. DealerRater.com)
    4. Save the file to your PC
    5. Drag the file from your PC to the blue box

    6. Click 'Choose columns'
    7. Review the field mappings and drag any unmatched .csv columns down to their appropriate fields below
    8. Click 'Import'
    9. Visually confirm quantity and click 'Import # cards'
      Wait for the process to finish, then view your new digital business cards for all employees

  3. Option 2 - TYPE OUT A LIST
    1. Click 'Type out a list'
    2. Enter your first employee's information in the fields provided (see above for reference)

    3. Click 'Add'
    4. Repeat by clicking 'Add a Person' for every new employee
    5. When done adding employees, click 'Import'
    6. Confirm and click 'Import # cards'
      Wait for the process to finish, then view your new digital business cards for all employees
Once added, all of your employees will have a digital business card, email signature, QR code and shareable link to grow your brand.
You can then make edits and additions to employees' information from the Team page (as seen below) or the Builder.


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