Reps love digital cards. Brand drift and manual setup do not scale past twenty people.
May's agency release addresses both — templates you lock, cards you import, permissions that match how firms actually govern tools.
Brand templates
Admins publish template sets with fixed:
- Logo placement and colors
- Footer text
- Allowed link slots
Reps edit personal photo, title, phone, and approved URLs — not the frame.
Template versioning rolls out a rebrand once without asking each agent to redo their card by hand.
CSV bulk import
Upload CSV with name, email, phone, title, office, and optional slug to generate draft cards in bulk.
Validation flags duplicate emails and malformed numbers before anything goes live.
Pair import with onboarding so reps know how to share on day one.
Admin roles
Three roles — owner, admin, member — control who can:
- Edit templates
- View team analytics
- Manage only their own card
Offboarding reassigns or archives cards when someone leaves — fewer orphaned profiles in search.
Getting started as a team
Planning a rollout? Read agency team digital card rollout for the operational playbook.
For card examples by role, see digital business card examples.
