Group Memberships

Learn how to create and manage group memberships in Social Card.

What are group memberships?

Group Memberships allow your team to organize cardholders (recipients) into groups within your workspace. Groups are designed to reflect organizational structures like departments, teams, brands, or other relationships. Each group can have its own unique members, template, and associated digital business cards, enabling easier management and streamlined operations.

What is a group member?

A Group Member is a cardholder (formerly recipient) in your workspace who has been assigned to a specific group. Group members represent individuals within your organization who are part of a larger team that will receive similar digital business cards tailored to their department, brand, or responsibilities.

Key details about group members:

• Each group member can only have one card per group.
• Group memberships can reflect various organizational needs, such as departments, projects, or brands.
• A cardholder (recipient) can belong to multiple groups simultaneously, but their membership is independent across groups. Thus, they can have multiple active cards.

Why Group Memberships Are Important:

Group memberships allow you to efficiently manage subsets of your cardholders (recipients) by:

• Enabling bulk business card creation.
• Enabling bulk updates or operations for specific teams or departments.
• Allowing tailored branding or templates for distinct groups.
• Enhanced support for integrations like directory sync.

Why is the Group Memberships Feature Helpful?

1. Efficient Organization:
   1. Easily group recipients by department, project, or team for better organization.
   2. Assign shared templates, branding, or settings to groups for consistent card creation.
2. Streamlined Management:
   1. Greatly simplifying the overhead needed to manage business cards for large teams with dynamic departments or sub-brands.
   2. Bulk operations (adding/removing members, creating cards) reduce manual effort.
   3. Quickly view and manage all members within a group.
3. Flexibility and Scalability:
   1. Adapt to changes in your team structure by adding or removing members without impacting other groups.
   2. Keep your workspace organized even as your team grows.

Example of How to Use Groups

Groups provide a structured way to organize your digital business cards, ensuring they align with your company’s structure and networking needs. Here are two common ways businesses use Groups to efficiently manage their digital business cards.

1. Organizing Groups by Department

Every department within a company plays a different role, and their interactions with potential clients or industry peers vary. For example, how your sales team networks differs from how marketers engage or how executives connect at industry events. With Groups, you can seamlessly manage these varying needs across your workspace digital networking stack.

Example Groups

• Sales Team → Focuses on direct client interactions and closing deals.
  • Business cards may highlight meeting booking links, a direct phone number, or CRM integration for lead capture.
• Marketing Team → Engages in brand awareness, event sponsorships, and partnerships.
  • Their business cards may emphasize social media links, a company pitch deck, or press contacts.
• Leadership Team → Represents the company in high-stakes meetings, industry panels, and investor discussions.
  • Their business cards may feature corporate branding, a personalized video introduction, or an investor relations link.

💡 How Groups Help

• Ensures each department has the correct information on their business cards tailored to their specific audience.
• Updates to department-specific branding or contact details can be applied in bulk, saving time.
• When new employees join a department, onboarding them with the correct card template is quick and efficient. You'll add them to the group and spin up their card.

2. Organizing Groups by Brand

If your company operates multiple brands under one roof, you may need to separate digital business cards by brand identity—without creating multiple workspaces. Groups allow you to manage these brands within a single workspace while maintaining distinct branding and templates.

Example Groups

• Brand A Team → Represents a premium, high-end product line.
  • Their business cards may feature luxury branding, premium materials, and tailored messaging.
• Brand B Team → Focuses on a budget-friendly, mass-market segment.
  • Their business cards may emphasize accessibility, affordability, and high-volume sales connections.

💡 How Groups Help

• Employees only see and use the card template associated with their brand.
• If an employee works across multiple brands, they can switch between cards as needed while keeping each brand's identity intact.
• Updates to branding elements (logos, colors, messaging) are instantly applied to all relevant business cards, keeping brand representation consistent.

Frequently Asked Questions (FAQ)

Can a cardholder (recipient) belong to multiple groups?

Yes, a cardholder can be a member of multiple groups. However, they can have only one business card per group.

What happens to a cardholders memberships if they are deleted from the workspace?

When a cardholder (recipient) is deleted, their memberships are automatically cleaned up across all groups. This also means any assigned group cards will be permanently removed from the workspace too.

Can I add new members to a group at any time?

Yes, you can add new cardholders to your groups individually, in bulk, or through a syncing connection source like Azure Entra ID. Please take a look at Adding Members to a Group above for details.

Is there a way to view all the groups a cardholder (recipient) belongs to?

Yes, you can view a cardholder's group memberships from their profile page. This allows you to see their memberships across the workspace at a glance.

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