FAQ
Search answers or browse by topic.
Getting started
Browse questions in this topic.
Getting started How do I sign in to the dashboard?
Use the email address and password linked to your account. After a successful login, you are redirected to the dashboard.
Getting started I forgot my password. What should I do?
Open Forgot Password, enter the email linked to your account, and request a reset link. If the email does not arrive, also check your spam or junk folder.
Getting started What can I update in Profile and Notifications?
Profile lets you manage your display name and password flow. Notifications lets you review unread items, open a message, and delete selected items in bulk.
Card management What is the Cards page used for?
Cards lists the cards in the selected brand. You can search, open, edit, download QR codes, and review each card from one place.
Card management How do I add a new card?
Use Add Card to create a card with the person, company, and contact details you need. After saving, the card should appear in Cards and on its public page.
Card management What should I check before a CSV import?
Make sure the file includes the fields needed to create a valid card name or contact record. Duplicate rows, invalid names, or missing core fields can be skipped or returned as errors.
Card management What does Frozen mean on a card?
Frozen means the card is temporarily inactive. The card is not deleted, but QR and public behaviors can be limited until it is active again.
My Card What can I edit in My Card?
My Card is your personal card editor. You can update your name, title, company, note, phone numbers, email addresses, links, and address details here.
My Card What happens when I rotate the private link?
A new private key is generated and the old private link stops working. Related QR and event-based shares should use the new link after the change.
Wallet How does Add to Wallet work?
The Wallet page generates Apple Wallet or Google Wallet output for the selected card. Depending on the platform, the flow may open a new window or require additional confirmation.
Wallet Why is Wallet not opening or not generating?
Common causes are popup blocking, missing Wallet Template assets, or incomplete card data. Check the card record first, then confirm the template assets and platform-specific setup.
Events What is an event?
An event is a tagged sharing flow used to track a card in a campaign, channel, or specific scenario. Each event can carry its own label, tag, and channel context.
Events What is the difference between an event link and an event QR?
An event link is the direct URL you share. An event QR points to the same destination but is delivered as a QR code image.
Analytics What is the difference between Overview and Stats?
Overview is the high-level summary surface. Stats is the deeper analytics screen with date ranges, tables, and detailed analysis.
Analytics Why is CSV export missing in Stats?
CSV export is controlled by permissions. A user may have access to Stats but still not see export actions if the related permission is disabled.
Brands & managers What is the Brands page used for?
Brands is the top-level management page for brand records. It helps you review package, access, card, user, and manager context for each brand.
Brands & managers What is the difference between Restore and Purge?
Restore tries to apply a backup back to the brand. Purge permanently removes the backup record itself and removes the option to restore it later.
Brands & managers What is a Brand Manager?
A Brand Manager has management access inside a specific brand. A regular user usually works only with their own card and a smaller personal surface.
Packages & billing What is the Packages page used for?
Packages brings together the package catalog, permission matrix, and billing controls. It is the main place to manage package visibility, rules, and assignments.
Packages & billing What do Payment Waiting, Active, and Frozen mean?
Payment Waiting means a payment or approval is still pending. Active means the service is live. Frozen means the account or subscription is paused or restricted.
Packages & billing What is the difference between Free Access and Exempt?
Free Access usually gives a time-based free usage window. Exempt means the brand is treated as excluded from normal billing logic. They are not the same state.
No results found
Try a different keyword or clear the search.