Custom cards for company & office pages

Learn how to signpost important information on company & office pages for your team!

Ilhan Abdalle avatar
Written by Ilhan Abdalle
Updated over a week ago

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

  1. Expand 'Company' in the lefthand navigation

  2. Click on 'Settings'

  3. Select 'Information'

  4. Click 'Add New Card Type' under Office or Company

    1. Populate the name

    2. Choose your content type

    3. Select the permissions for the card.

      Note: Company cards default to Anyone - just deselect this option if needed.

  5. Click 'Create card type'

  6. All done!

Screen Recording 2022-11-15 at 05.13.39 pm

Creating & populating custom cards on your Company page

  1. Click on 'Company' in the lefthand navigation

  2. Select 'Add Company Note' by scrolling towards the bottom of the page

  3. Click 'New'

    1. Populate the name

    2. Customise permissions by deselecting Anyone

  4. Click 'Create card type'

  5. Select the card name under 'Company Note Type'

  6. Fill in the text

  7. All done!

    Screen Recording 2022-11-15 at 05.15.42 pm

Creating & populating custom cards on an Office page

  1. Expand 'Company' in the lefthand navigation

  2. Click on Locations & Offices

  3. Navigate to an office by selecting the Offices tab

  4. Click 'Visit'

  5. Choose 'Add Office Note'

  6. Click 'New'

    1. Populate the name

    2. Customise permissions

  7. Click 'Create card type'

  8. Select the card name under 'Company Note Type'

  9. Fill in the text

  10. All done!

    Screen Recording 2022-11-15 at 05.18.13 pm

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