Managing Users in Bulk

The Tapni admin dashboard (Bulk managing) is designed to help organizations manage large teams efficiently without editing each profile individually. Instead of updating users one by one, administrators can apply changes across multiple profiles at once - including teams, templates, branding, QR codes, company links, etc...

This centralized approach is especially useful for onboarding new employees, preparing teams for events, maintaining brand consistency, and ensuring company information stays accurate across all profiles.

By managing profiles in bulk, companies reduce manual work, avoid human error, and keep every employee aligned with the latest company standards.

Key Benefits

• Faster onboarding - set up entire teams in minutes

• Consistent branding - every employee uses the same layout, links, and design

• Easy updates - change information once and apply it everywhere

• Event readiness - quickly prepare QR codes and profiles for conferences or trade shows

• Centralized control - manage company-wide information without editing individual user

Follow the steps below to learn how to manage users in bulk from the admin dashboard.🚀

 

PART 1 : Selecting Multiple Users / Disconnect profiles / Delete Profiles / Show Selections / Download QRs / Export Profiles to xlsx

 

Admins can manage multiple profiles at the same time directly from the team list. By selecting several/all users, you can quickly perform actions such as disconnecting profiles, deleting them, viewing selections, or downloading their QR codes - all in just a few clicks.

• Select multiple users by checking the boxes next to their names.
• After selecting users, a bulk actions menu will appear at the bottom of the screen.
• Choose the action you want to perform:

• Disconnect Profiles - removes the profiles from Business Dashboard

• Delete Profiles - permanently removes selected profiles

• Show Selections - review selected users

• Download QRs - download QR codes for all selected profiles

• After selecting users, if you choose Download QRs a template gallery will open showing available QR designs.
• Choose the template you want and click Apply Template.
• All chosen profiles will now use the same branded QR code design, ready for sharing, or event use.

 

PART 2 : Managing Contacts in Bulk (Contacts Section)

The Contacts section allows admins and users to manage all collected leads in one place. Instead of editing each contact individually, you can organize, export, categorize, or remove multiple contacts at once.

This is especially useful after events, conferences, or large networking activities where many connections are collected in a short period of time.

Bulk contact management helps you quickly prepare leads for CRM sync, categorize contacts by event, and keep your database clean and structured.

After selecting few of them / all a bulk action menu will appear.

• Deleting Contacts : This is useful for removing test scans or duplicate entries.
• Show Selections : This option displays all selected contacts before performing actions - useful for reviewing large batches before exporting, deleting or managing.
• Manage Connections : This ption allows you to organize leads without editing each one individually. You can add : Notes (meeting context, next steps, deal info) or Tags (event name, lead type, priority, campaign

 

Filtering Contacts 

You can filter contacts before performing bulk actions.

Use Filters to:

• show contacts from a specific event

• filter by tag/category/date

• narrow database before export to CRM

• prepare segmented follow-ups

 

 

PART 3 : Deviding users in bulk by team/department (Teams section)

The Teams section allows organizations to structure users into departments such as Sales, Marketing, HR, Leadership, or Event Groups.

Instead of managing every employee individually, admins can organize users into teams and apply shared settings across entire groups.

Teams are especially useful for maintaining consistent branding, tracking performance, and preparing different departments for events or campaigns.

Why Teams Matter

Using teams allows you to:

• apply different profile templates per department

• assign specific company links to a group

• track analytics separately by team

• organize users by role or location

• prepare event-specific groups

• manage large organizations more easily

The All team is the default team - every user automatically belongs to it.

Creating a New Team: Go to Teams section inside Business Dashboard, click on 'Add new Team', enter the Team name, and Save.

 

Viewing All Profiles (Bulk Editing) :

Inside the Teams section click Show All Profiles (top right). This opens the bulk management view where you can organize users across teams.

Assigning Users to a Team : 

• Select multiple profiles using checkboxes
  
• Click Assign teams to profiles
  
• Choose the team you created.

Result:
All selected users are added to the selected team.

Removing Users From a Team : 

If users were assigned incorrectly select profiles, and eassign them to another team or remove from the current one.

Team QR Codes:

Teams can have different QR templates and branding.

From bulk actions you can:

• download QR codes for a team

• prepare event badges

• ensure departments use correct branding

Team Templates & Analytics :

Each team can have:

• unique profile templates

• different company links

• separate analytics tracking

This allows companies to measure performance by department - for example comparing Sales vs Marketing engagement.

 

 

PART 4 : Managing Company Links

The Links section allows administrators to create company-wide links that automatically appear on employee digital profiles among their personal links inside the Tapni app.

These are not personal links - they are company links controlled by the organization.

This ensures every employee shares up-to-date company resources without manually adding them.

What Company Links Are Used For :

• company website

• booking calendar

• product catalog

• brochures

• pricing pages

• social media pages

• support or help center

• campaign or event landing pages

 

 

Assigning Links to Teams :

Every company link must be assigned to a team to become active.

How it works :

• Assign to All → visible to every user in the organization

• Assign to Sales → only Sales team sees it

• Assign to Marketing → only Marketing team sees it

Example

If your company website should be shared by everyone → assign to All
If a pricing brochure is only for sales → assign to Sales team

Automatic Distribution to Users :

When a link is assigned to a team:

• all current users in that team receive it instantly

• new users added to that team receive it automatically

• no manual editing per profile is required

Editing, Activating, or Deactivating Company Links :

Admins can control links at any time.

From the link menu you can:

• edit link details

• change assigned team

• enable or disable the link

• delete the link

This allows temporary campaigns or seasonal links to be turned on/off with one click.

 

By using Company Links, your organization keeps every profile consistent and always up to date.

Instead of relying on employees to manually manage resources, admins can control what is shared across the entire company or specific departments in just a few clicks.

This ensures the right information reaches the right audience - every time someone taps a Tapni card.

Stay consistent, stay accurate, and share with confidence. 🚀