Quick Guide To Inigo Team
Links and References to the rest of the guide too!
The goal of Inigo Team is to organize your employees, (Users), into buckets (teams) so that you can share digital business card (Templates) with each Team. Then you will create digital business card templates and send those templates to your team to use. Most importantly you will be able to save all the contacts that your teammates meet into Inigo Team.
Are you ready...Lets Go!
Think of your organizational structure. You might have managers, employees and administrators.
Typically, the person who is setting up Inigo Team is an employee in the tree structure. This is fine, because as an Account Owner you will determine who are managers and users.
Name Your Teams
Decide how you want your organization to be grouped. Think of who will be managing each team and define a team name for each group. Examples might be...
- Michigan Office
- Florida Office
- Boston Office
- California Office
- Jerry's Team
- Tommy's Bunch
- Jesse's Club
- Timmy's Gaggle
- Vice Presidents
So first things first, when you log into Inigo Team, begin adding buckets (Teams). You can learn how to do this here... Adding Teams in Inigo
Add Your Teammates
Once the teams are created you can begin adding all of your teammates. Make sure to include managers, administrators, and all people you want to receive a digital business card. You can learn how to add users here... Adding Users in Inigo
As you are adding users, you can concurrently assign them to teams. It saves time, and ensures accuracy. Read about buckets below.
Organize Your Teams
Knowing your companies organizational structure, sort all of your employees into buckets (Teams) that were created in the above step.
Your Inigo Team should begin to take shape...
Assign Managers to Teams
You are the Account Owner, so you have access and viewing privileges to all teams and users. However, you can limit who sees which team by assigning managers.
Any user can be a Manager. The Account Owner can assign the manager by selecting the user followed by the word "Managing" Any Manager can assign additional managers below him to assist his duties.
Select which accounts you want this Manager to see. A Team can have multiple Managers which can edit the teams and manage the digital business cards. Users that are not managers or Account Owners can only access team to view contacts and manage their own cards.
Now for the fun to begin. Go on, head over to templates,you know you have been waiting too!
Click the "Add" button in the bottom right and design your first Template. You will be taken to a screen that looks very similar to the app. The card on the left is clickable. Click on any section to change its characteristics.
Assign Templates to Teams
Great, you completed designing your first template. It is time to send it to your team and their phones so they can meet contacts.
On the top right corner of each template is a menu. Select and "Assign to Team"
Pick the teams you want the template to be sent to:
Email Sent With Card
The Team you selected in the previous step will receive an email with instructions on how to sign up and get their new card. Your teammates email will look like this...