How do I manage multiple cards or team members on V1CE?
On V1CE ClientCapture OS, you manage multiple cardholders or team members from one login by adding a user for each person. Each user gets their own page, their own live link, and their own dashboard, all under your single account. V1CE ClientCapture OS includes unlimited pages under one account, so you can run as many users as you need from one subscription. This article covers the V1CE ClientCapture OS Add user flow, team roles and branding, and a legacy section for accounts still on V1CE Plus, Pro, or Teams software.
On V1CE ClientCapture OS (the current platform)
On V1CE ClientCapture OS, you add each cardholder or team member as a separate user from the link switcher in the top left of your dashboard. Each user has their own page and cards, and you manage everyone from the same login.
How to add a new user on V1CE ClientCapture OS
Log in at app.v1ce.co
Open the link switcher in the top left of the dashboard. This opens Your users, where each user has their own page and cards
Click Add another user
Enter the person's name, then choose how to start their page: Duplicate an existing user's page so you edit rather than rebuild (recommended), choose a template, or start blank
Set their link, which is generated from their name and can be customised
Click Create user. The new user gets their own page, live link, and dashboard under your account
Assign the physical V1CE card to that user's page. The change takes effect immediately
Repeat for each person you need
To move between users, open the link switcher in the top left and select the user you want. Every user is managed from the same login, so one person can run every cardholder from one account.
A V1CE card already linked to one account cannot be added to a second account until it is removed from the first. If you are bringing a card across from another account, contact V1CE support to have it unlinked first.
Team role matrix on V1CE ClientCapture OS
V1CE ClientCapture OS uses three role levels on a team account, so you can give each member only the access they actually need:
Admin: full access. Admins can add and remove members, change billing, edit any page on the account, set the default template, and view all Insights.
Member: standard cardholder access. Members can edit their own page, manage their own contacts in the CRM, and view their own Insights. Members cannot manage other members or change account-wide settings.
Viewer: read-only. Viewers can see Insights and reports but cannot edit pages, contacts, or settings. Useful for managers who want to monitor performance without editing anything.
Default template lock for new members
A team admin can set a default, brand-locked template that every new member inherits when they are added to the account. This keeps every new page on-brand from day one, without each member having to copy fonts, colours, or layout by hand.
Log in as an admin and go to Settings, then Team
Open Default template and pick the template you want every new member to start on
Lock the template by toggling on Lock template for new members. Locked blocks (logo, colours, footer) will be pinned in place on each new page
Save
Every new member added after that inherits the locked template on their first page. Existing members keep their current page until they choose to switch.
Cross-team performance rollup
Team Insights aggregate performance across every member on the account, so admins can see how the whole team is doing in one view. Page views, contacts captured, link clicks, and Smart follow-up performance are all rolled up at the team level, with the option to drill down to a single member. For the full breakdown of what is in team Insights and how to read it, see V1CE's Insights article.
Workspace-level branding
Team admins can apply workspace-level branding so V1CE-sent emails and login screens match the company's identity. Workspace-level branding covers:
The team invite email new members receive (logo and colours).
The workspace login splash members see at app.v1ce.co (logo and colours).
Set workspace-level branding in Settings, then Workspace branding. Upload your logo, pick your brand colours, and save. The change applies to every future invite and to every member's login screen.
How to add or remove admins on a V1CE team account
To add or remove admins on a V1CE team account, V1CE staff handle this from the back end rather than a self-serve toggle in the dashboard. To request a new admin or to remove someone, contact V1CE support with:
Your V1CE account email (the email currently set as the primary admin).
The email address of the person you want to add as an admin, or remove.
A short note saying you want to add them as an admin or remove their admin access.
V1CE confirms the change with you and updates the account permissions, usually the next business day. New admins receive a welcome email to set their password and access the account.
For security, V1CE only accepts admin changes from the existing primary admin on file. If you are not the existing primary admin and you want to be added, ask the current admin to make the request from their email.
How does each team member set up their card?
Each cardholder receives a welcome email when they are added to the account. The email contains a link to set their password and access their assigned card and page.
If a team member does not receive their welcome email, ask them to check Spam and Junk first. If it is still missing, contact V1CE support with their email address. The team will resend or investigate.
If you are on legacy V1CE Plus, Pro, or Teams software
If your dashboard layout differs from the steps above and uses an older menu, you are on the legacy V1CE software. Multi-cardholder management on legacy software is done via the link switcher, where each cardholder is set up as a separate link under your account.
How to add a new cardholder on legacy software
Log in at app.v1ce.co
Open the link switcher at the top of the dashboard
Click Create Link to add a new cardholder
Set up the new link's page with that person's details
Use the three-dots menu on each link to rename it (for example, rename "thawkins" to "Brian") so each cardholder is easy to identify
Repeat for each cardholder you need
How to assign physical cards on legacy software
To link a physical V1CE card to a specific cardholder on the legacy software:
Go to Tap/NFC Cards in the dashboard
Find the card you want to assign
In the Digital Card column, click the edit pencil
Select the cardholder's link from the dropdown
The change is real-time. The physical card now displays that cardholder's page when tapped
How to remove a team member on legacy software
Delete the link for that cardholder, or rename it for the new person. Reassign the physical card to a different link via Tap/NFC Cards, edit pencil in the Digital Card column. For legacy Teams plan accounts, removing a member from the Teams area unlinks their card so it can be reassigned.
Existing legacy Teams customers
If you were previously on a legacy V1CE Teams plan and your dashboard no longer shows the Teams area, V1CE can re-enable it for your account on the back-end. Contact V1CE support with your V1CE account email and a note that you want the Teams feature re-enabled. V1CE staff will manually re-enable the Teams feature on your account the next business day.
Known issue for legacy Teams customers
V1CE has acknowledged that the legacy Teams template is not yet fully compatible with the V1CE ClientCapture OS software update. The engineering team is actively working on it. If you are a legacy Teams customer and your team template looks broken after the software update, contact V1CE support.
Still need help? Start a chat with V1CE's team and V1CE will sort it out.