What you'll need:
▶ Team Admin or Owner access to your Blinq Business account
▶ Access to dash.blinq.me
Creating a card from scratch
Log in to dash.blinq.me on a computer or tablet browser.
Click the Cards tab on the left-hand side menu.
Click Create card at the top right of the screen.
Enter the email address of the Team Member you're assigning the card to.
Click the Name text on the card preview to add the Team Member's name to the card, then click Save on the pop-up.
Click the + Company Logo, + Profile Picture, and + Cover Photo boxes to add the relevant images to the card.
Select Me on the pop-up to add the image yourself (you can add it by dropping or clicking in the square within the pop-up), or select Card owner for the assignee to add it themselves when they claim the card. Click Save to confirm.
Select a color from the Choose a theme menu. This determines the icon color of the fields added to the card.
If you don't want the assignee to be able to change the card color, click the padlock icon next to the Choose a theme text.
Click the button of the relevant fields you wish to add. As with the images, you can select whether the content will be added by you or the assignee.
If you're adding the content yourself, fill the text box with the desired values. Clicking the padlock icon locks the field so the content can't be changed by the assignee.
Click Save within the pop-up to add the field to the card.
Repeat steps 10 through 12 for each field you wish to add until the card appears as desired.
Once completed, click Create at the top right of the screen to save the card.
Choose Send now to send an activation email to the assignee, or Send later if you want this sent another time.
You can also choose Copy to use this card as a shortcut for creating another one with the fields and theme you've already set.
Tip | This email address is only where the activation link is sent. The assignee can claim the card using the email address (or existing Blinq account) of their choice. |
Tip | If you want to give the assignee the option to add an image or field, but don't want to make it mandatory, make sure the Make this field optional slider is enabled before saving. |
Tip | If you want to prevent the assignee from adding an image or field at all, click the eyeball icon at the top right of the field or image box to block it from being added to the card. |
Need help?
Reach out via our chat widget in the Help Center or via [email protected].
