Define trusted company fields, member ownership, card approvals, joiner and leaver steps, and accessible templates for a governed digital-card rollout.
Mark the organization name, approved logo, office details and required disclosures as centrally managed where appropriate. Let members or responsible managers maintain names, current roles, biographies and direct contact routes.
Define hierarchy, spacing, contrast and required blocks in shared templates. Test long names, translated text, missing optional images and small phone screens before making a template the organization default.
Invitation, brand editing, publishing, export and billing permissions do not need to belong to the same person. Assign the smallest role needed and review access after internal responsibility changes.
Create the workspace profile, verify identity, apply the right template, review the first card and record approval when required. On role changes or departure, revoke sessions and publishing access promptly, then follow the organization retention policy.
No. Organizations can reserve approval for selected fields, templates or higher-risk changes while allowing routine personal details to remain under appropriate member control.
No. Support access should use an explicit, time-limited and audited session with a visible banner and read-only behavior by default.
Opening your NexaCard workspace…