Help Center

Create a card from the dashboard

Create a card, check its content and publish it for sharing.

Check your active workspace before creating a card. Its owner account determines the available card and block allowances.

Use this guide when

You want to create a card, check its content and publish it for sharing.

Before you start

  • Sign in and select the workspace that owns the card. A shared workspace may limit which cards you can view or edit.

Steps

  1. Open Cards and choose Create vcard.
  2. Enter the required card details and create the card.
  3. Fill out Profile, choose a Theme and use Blocks to add useful actions.
  4. Wait for the private draft save status, then use Review and Publish when ready.
  5. Open the public card URL to check the published result before sharing it.
Review changes dialog showing unpublished draft changes and Preview draft before Publish
Review summarizes unpublished changes. Preview draft lets you check them before Publish updates your live card.

Saving edits creates a private draft. Use Publish to make those edits visible to visitors.

After creating the card

The editor is where you refine the profile, theme and blocks. Creating a draft is not the same as publishing it. Keep the first version focused, review it on a phone-sized preview and publish when it is ready to share.

A QR code or NFC link should point to the public card URL. Keep that URL stable if it is already printed or written to a tag.

Good ways to use this

  • Confirm the workspace before creating a client or team card.
  • Use a recognizable name so you can find the card later.
  • Review the card allowance before creating a large set of cards.

Common questions

Why can I not create another card?

Check the card limit on your account plan and the active workspace.

Can I change the design later?

Yes. Edit the draft, preview your changes and Publish again.

If something looks wrong

  • Check required fields if creation fails.
  • Check your workspace role if editing controls are unavailable.

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