Groups

Learn how to create and manage standard and custom Groups in Social Card.

What are Groups?

Groups allow you to organize team members and business cards into structured "folders" within your Social Card workspace. They help you separate and manage your business cards by internal departments, brands, or business units while maintaining isolated customizations based on the unique networking needs of your various teams.

Groups are ideal for:

• Larger teams with a complex org chart comprised of many sub-teams with various roles in the business, whether customer-facing or not.
• Companies managing multiple brands under a central organization.
• Teams using HRIS tools (e.g., Microsoft Entra ID) to sync internal teams automatically with their Social Card workspace.

How Groups Work

• Each workspace can have many groups, and each group can have many cards.
• Each cardholder (recipient) can belong to multiple groups but can only have one business card per group.
• Groups can exist without members and can be used to categorize and organize business cards if you don't need the advanced isolation features.
• Groups are assigned a template to ensure brand and content consistency across their business cards. Each template can be unique to a group or shared across the workspace.

Group Memberships

Group Memberships define the relationship between cardholders (recipients) and groups. When a cardholder is assigned to a group, they can receive a business card based on the group's assigned template. Group membership ensures team members receive a business card with the correct branding, content, and customization settings defined for their team or department.

Key details about group memberships:

• Each cardholder can belong to multiple groups but can only have one business card per group.
• Changes to a group's settings or template automatically reflect on all member cards.
• Removing a member from a group can also remove their associated business card.

Creating and Managing Groups

Creating a Group

1. Go to Admin Dashboard and click the Actions button.
2. Click Add New Group.
3. Enter a Group Name and optional Description.
4. Click Create Group to build the group.

Adding & Removing Members

Manually Adding Members

1. Open the group and click the Members tab.
2. Click Add Members.
3. Select from a list of your existing cardholders (recipients). Or import new ones.
4. Click Confirm to assign them to the group.

Removing Members

• Open the group, select the members tab, select a set of members, and click Remove.
• When group members are removed, their active business cards will also be permanently removed.

Managing Business Cards in Groups

Group Card Assignment

• Members can only have one business card per group.
• When a member is added to the group, they do not automatically receive a new business card. You can add cards to your group by adding a batch (an operation to add cards to the group).

Customizing Group Templates

Workspace templates and groups are isolated but do have a meaningful relationship. Each group must be assigned a card template before adding new group cards. This template lives with the group for the lifetime of the group, and currently, the group template cannot be changed once set. We recommend creating a template for each group so that branding, content, and details can be applied and modified.

Advanced Features & HRIS Integrations

Syncing with Microsoft Entra ID (coming soon)

Our upcoming integration with Microsoft Entra ID (formerly Active Directory) will directly support syncing your team member details with your Social Card workspace and maintaining your isolated groups defined in Entra ID. When details change in Entra ID, they can be synced effortlessly with your workspace and cards.

Upcoming Integrations

• Google Workspace Sync
• Additional HRIS tools for automated business card provisioning.

FAQ

Can a team member be in multiple groups?

Yes, but they can only have one business card per group.

What happens if a team member is removed from a group?

Their group-assigned business card will be deleted permanently.

Can I override a group's template?

No, once a template is assigned to a group, it remains attached for its entire existence.

How do I view all groups a user belongs to?

Go to the cardholders (recipients) profile page and check the Groups tab. This tab will display all active groups this team member belongs to.

Can I access groups on the Standard Plan?

No, the group tooling is only available to teams on our Business or Enterprise plans.

Getting Started

• New to Groups? → Start Here
• Need Help? → Contact Support for assistance at support@joinsocialcard.com.