1. Overview
  2. 1Me Business
  3. Managing Business Contacts & Card Templates

Managing Business Contacts & Card Templates

This section covers how to configure your organization's shared contact details and create professional, branded card templates for your employees.

Part 1: Setting Up Business Contacts

Business contacts are the official communication channels for your organization (e.g., main office hotline, support email, corporate website, social media handles). These can be automatically added to your employees' digital cards to ensure consistency.

Step-by-Step Instructions:

  1. Navigate to Business Contacts

    • Log in to the 1Me Business Control Panel (https://business.1me.app/).

    • On the left sidebar dashboard, click on "Business Contacts".

  2. Add a New Contact

    • Locate the "Add a new business contact" section at the top of the page.

    • Select Contact Type: Click the dropdown menu to choose the type of contact you want to add (e.g., Email, Phone, Mobile, Hotline, Website, Facebook, LinkedIn, etc.).

    • Enter Value: Type the specific detail in the field next to it (e.g., info@yourcompany.com or +1-800-555-0199).

  3. Save the Contact

    • Click the "Add contact" button.

    • The contact will appear in the "Existing Business Contacts" list below.

  4. Repeat

    • Continue this process for all your corporate channels (Social Media, Location/Address, specialized hotlines) to build a complete repository of company details.

Part 2: Creating Card Templates

Card Templates allow you to define a standard look and feel for your employees' digital business cards. By using templates, you ensure every team member adheres to your brand identity.

Step-by-Step Instructions:

  1. Access Templates

    • From the dashboard sidebar, click on "Card Templates".

    • If this is your first template, click on "Create Your First Template" or the "Create" button.

  2. Choose a Model

    • You will be presented with several layout models (e.g., Classic, Simple, Portrait, Wavy).

    • Select the model that best fits your brand's aesthetic.

  3. Basic Settings & Branding

    • Template Name: Give your template a recognizable name (e.g., "Sales Team Standard").

    • Cover Image: Click "Browse" to upload a corporate background or header image. Adjust the crop if necessary and click "Proceed".

    • QR Logo: (Optional) Upload your company logo to appear inside the QR code (Available on Pro plans).

    • QR Color: Select a color for the QR code that matches your brand palette.

  4. Customization

    • Click "Next" to proceed to the styling section.

    • Customize Template Color: Choose the primary background colors/gradients for the card.

    • Customize Business Section Color: Adjust the colors specifically for the section where business details are displayed.

    • Tip: Use the preview pane on the right to see changes in real-time.

  5. Assign Business Contacts

    • Click "Next" to go to the "Business Contacts" selection screen.

    • You will see a list of the contacts you created in Part 1.

    • Toggle/Select the specific contacts you want to appear on this card template (e.g., you might want the "Support Hotline" on the Support Team template, but not on the Executive template).

  6. Finalize

    • Review the Live Card Preview.

    • Click "Save Card" or "Done".

    • Your new template is now ready to be assigned to employees.

Next Steps: Once your templates are created, you can proceed to the "Employees" section to invite team members and assign them these templates.

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