Client Services

Kinect Card Support | Creating A Team

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Creating a Team

Teams allow you to group employees together and assign shared assets to them.

This makes it easy to:

  • Apply different themes to different departments
  • Assign custom links, addresses, and lead forms to specific teams
  • Manage multiple brands within the same Kinect Card portal

Example:

Your Sales team can have one theme and set of links, while your HR team uses a different theme and assets. You can also create separate teams for different brands (e.g. Brand A and Brand B).

How to Create a Team

  1. Log in to your Kinect Card portal.
  2. Go to Employees.
  3. Click Teams.
  4. Select Create Team.
  5. Enter a team name (e.g. Sales, HR, Brand A).
  6. Save the team.

Once created, you can assign employees and assets (such as themes, links, and lead forms) to the team.