Team Management
Add, manage, and organize team members
Last updated: January 2, 2025
Manage your team members, set permissions, and organize your organization's digital business cards.
Adding Team Members
1
Go to Team Settings
Navigate to Settings > Team in your dashboard.
2
Invite Members
Enter email addresses or share your team invite link.
3
Set Role
Choose the appropriate role for each member.
Team Roles
- Owner - Full access, billing management
- Admin - Manage team, templates, and settings
- Editor - Create and edit cards, view analytics
- Member - Create and manage own card only
Managing Members
From the team dashboard, you can:
- View all team members and their cards
- Change member roles
- Remove members from the team
- Resend invite emails
When you remove a team member, their card is deactivated but data is preserved for 30 days.
Departments & Groups
Organize team members into departments or groups for easier management and filtered analytics.
SSO Integration
Enterprise teams can enable Single Sign-On (SSO) with SAML 2.0 providers like Okta, Azure AD, or Google Workspace.
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