Delegating Access (Employees & Editors)

Allow others to manage their own card info without giving away your account credentials.

1. Assign Editor / Share

On any card in your dashboard, click the "Assign Editor / Share" button (dashed border).

2. Permanent (Employee) Access

This is the recommended method for your team members.

  • **How it works**: Enter their email address. They will receive an invitation to manage this specific card.
  • **Advantage**: They can log in to their own account anytime to update their info. You retain ownership and can revoke their access at any time.
  • 3. One-Time Link

    Perfect for quick, frictionless updates.

  • **How it works**: Select the "One-Time Link" tab and click "Generate".
  • **Usage**: Copy the link and send it via WhatsApp or Email.
  • **Advantage**: The recipient does **not** need an account. However, the link works for **one edit session only** and then expires.

  • > Use Permanent Access for long-term employees and One-Time Links for freelancers or temporary staff who need a quick update.

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