BizFlip user guide

Set up, design, publish, and share your cards.

Follow these steps in order for a consistent company setup. Each section shows who normally completes it.

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  1. 01Company owner or admin

    Set up the company

    • Open Settings and enter the company name, address, PO box, company phone number, website, slogan, and logo.
    • Add any reusable custom company fields your cards need.
    • These shared details are used automatically across employee cards, so staff do not enter them repeatedly.
  2. 02Company owner or admin

    Create the default card design

    • Open Card design, choose a template, and edit both the front and back.
    • Position the logo, QR code, employee details, company details, colors, alignment, and font sizes.
    • Save the template and set it as the company default. Cards using the company default receive the current design.
  3. 03Admin or an authorized card manager

    Create and manage staff cards

    • Open Staff cards and create an employee record.
    • Enter the employee name, title, email, primary mobile, photo, and any additional contact methods.
    • For each additional mobile, WhatsApp, or social profile, choose whether it appears on the card and in the QR contact.
    • Save a draft for review or save and publish when the card is ready.
  4. 04A signed-in employee

    Use My Card

    • My Card is the personal card of the currently signed-in employee.
    • Employees can maintain their own contact information when their account and permissions allow it.
    • The company identity and default layout remain controlled by the company administrator.
  5. 05Everyone

    Share and save contacts

    • Share the published card link or display its QR code.
    • Scanning the QR opens a contact file containing only the fields approved for the QR contact.
    • The recipient can save the employee and company information directly to their contacts.
  6. 06Company owner, admin, or Super Admin

    Assign user permissions

    • Choose Company Admin for access to administrator areas, or Member for a card-management login.
    • For either role, select the required card permissions: Create cards, Edit all cards, Reissue / publish, and Export / print.
    • Template design and company settings remain available only to Company Admins and owners.

Important permission rule

The owner always has full access. Super Admin can assign individual card permissions to every other company login, including Company Admins.