Creating an Employee

Before creating an employee, make sure you have:

• Created your assets (brands, locations, themes, links, lead forms)
• Created your teams
• Assigned assets to each team

Once this is done, you’re ready to create an employee.

How to Create an Employee

1. Log in to your Kinect Card portal.
2. Go to Employees.
3. Click Create New Employee.
   

This will open the Employee Setup Wizard, a simple step-by-step guide.

Step 1: Employee Details

Enter details that are unique to the employee:

• Full name
• Job title
• Email address
• LinkedIn handle
• Mobile phone number
  (Includes optional country dial codes for international formatting)
• Direct dial number
  (Also supports country dial codes)
  

Upload a Profile Photo

Recommended format:

• Size: 1000px × 1000px
• Max file size: 10MB
• File type: JPG or PNG
  

Once complete, click Next.

Step 2: Assign a Team

Use the dropdown to select a team for the employee.

This will automatically assign:

• Brand
• Location
• Theme
• Links
• Lead forms (based on your plan)
  

Once selected, click Next.

Step 3: Custom Link (Pro users only)

Pro users can add a custom link unique to this employee.

💡 Tip:
Custom links are ideal for meeting bookings, such as:

• Calendly
• HubSpot Meetings
• Google Meet
  

After adding the link, click Next.

Step 4: Review & Save

Review:

• Employee details
• Assigned team and assets
  

If everything looks correct, click Save.

What’s Next?

Your employee is now created and ready to be assigned to a physical NFC business card.