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Soutien - Customer reviews
Using the manager account

Depending on your authorisations, you will find :

  • Managing your cards

  • Licences awaiting assignment to a holder

  • Manage one or more templates

  • Create one or more templates

  • View your invoices / credit notes / quotes / subscriptions

  • Pay for subscriptions that are up for renewal.

  • Order new cards

  • Consult card usage statistics

  • Export your data in Excel format

  • Online support

  • Sales information

From the menu on the left, you'll also find the different sections that are always accessible from the different pages, to make navigating your interface easier.

X BUSINESS CARDS

  • Find a list of your cards sorted by name

  • You can filter / organise the cards with different views / add cards with the + button

Search for a card in the list by entering the holder's first or last name in the search field, then press ENTER or click on the magnifying glass.

Once you have found the card you want, click on it to open its menu:

  • Edit the map to modify it using the dedicated tutorial by clicking here

  • Map delivery

  • See the statistics for this map

  • Edit the template for this map to apply changes

  • Assign this map to another template (e.g. change of branch or division)

  • Permanently delete the card

X GABARITS

Find all your company's templates here

Clicking on a template will open the actions possible at that level:

  • See the cards assigned to this template

  • Preview the template

  • Edit the template using the dedicated tutorial by clicking here

  • Change the template name

  • Change or add to the name of the company that appears when the cards are shared

YOUR COMPANY NAME

Find here the elements linked to your sign

Contract :

  • Contract validation date

  • Your company's url structure

  • Individual and/or group sales in your dedicated sales channel

  • The price dedicated to your company / network

Appearance :

Name, logo and favicon (square logo format 400 x 400 / 600 x 600) of your dedicated circuit.

User rights :

Here you can configure all the functions and data that can or cannot be modified by the user via their user account.

If the box is ticked, the function is available on the user interface.

The Managers option allows you to display or name for managers the sections (data modification) that users can or cannot access in their interface.

If the box is ticked, managers will be able to see data that cannot be modified by users from their interface (but identified by a grey shaded area).

RGPD :

DPO (Data Protection Officer) contact details

Email / Name / Function

Photographs :

By ticking the box, you require double validation from your users involving validation of your RGPD policy.

In the text area you can include a text explaining what the user is committing to by ticking this box and what will happen to the use of their photo.

They must therefore give you permission to use their photo on their digital business card.

STATISTICS

Here you'll find statistics on opening cards / downloading Vcards from the card using the download buttons / and opening cards from email signatures (if the signature is configured correctly in the email utility, please refer to the email signature section by clicking here).

A filter by IP address is used for unique visitors. If a card is opened several times from the same IP address, it will only be counted once.

For openings, IP addresses are combined.

YOUR DATA

Information on where your data is hosted on our servers.

For contracts, click here :

  • Our GCU (general terms and conditions of use)

  • Our privacy policy

  • Our security policy

Photo credits :

Download the list of user consents for the use of their photo

In this view, find in green the cards that authorise the use of the photo on the card and not just on the vcard, and in yellow those that do not.

Export :

Download all your card data in .XLSX format.

Type of data exported (not exhaustive)

ID / GID / GABARIT / PATH or URL of the card / FIRST NAME / LAST NAME / COMPANY / DEPARTMENT / POSITION / MOBILE / FIXED / HOT LINE / EMAIL / EMAIL 2 ...

SUBSCRIPTIONS

Summary :

Your current licences or licences to be renewed

Documents :

find your invoices, credit notes, quotes and renewals to be paid here

Identity and contact details:

Information linked to your customer account for invoicing purposes: company name, intra-Community VAT, SIRET number, email address for receiving invoices, invoicing address.

ORDER

Order new cards / licences here

SUPPORT

Find here the link to our online support to answer your main questions (FAQ)

In the "Free search" field, enter a theme for your search, for example (video, signature, colour, etc.)

SALES

(reseller and partner accounts)

Licence sales within your network by month / year / total