Note: Only Super Admins/Admins can create custom cards.
Custom cards are a great place to store information for your team to readily access - much like a virtual notice board! You can have custom cards set up for your company page as well as offices, so you can signpost your wifi password as well as who your first aiders are easily to your entire team.
You can create custom cards from your main Information Settings menu or you can create them directly on Company and Office pages. You can find the instructions to set this up below for both methods.
Creating custom cards from the main settings menu
Expand 'Company' in the lefthand navigation
Click on 'Settings'
Select 'Information'
Click 'Add New Card Type' under Office or Company
Populate the name
Choose your content type
Select the permissions for the card.
Note: Company cards default to Anyone - just deselect this option if needed.
Click 'Create card type'
All done!
Creating & populating custom cards on your Company page
Click on 'Company' in the lefthand navigation
Select 'Add Company Note' by scrolling towards the bottom of the page
Click 'New'
Populate the name
Customise permissions by deselecting Anyone
Click 'Create card type'
Select the card name under 'Company Note Type'
Fill in the text
All done!
Creating & populating custom cards on an Office page
Expand 'Company' in the lefthand navigation
Click on Locations & Offices
Navigate to an office by selecting the Offices tab
Click 'Visit'
Choose 'Add Office Note'
Click 'New'
Populate the name
Customise permissions
Click 'Create card type'
Select the card name under 'Company Note Type'
Fill in the text
All done!
