Business & Team Workspace

Team & Company

Manage shared branding, people and business operations.

Give a growing business a central company profile, approved branding, employee/member cards, team CRM ownership and connected business administration from one account structure.

  • Central company profile and branding
  • Employee/member card operations
  • Team CRM ownership and manual lead assignment
Team & Company
Connected Business Workflow Manage shared branding, people and business operations.
1Create the company profile 2Add approved team members 3Assign business/card access 4Coordinate leads and branding
Why it matters

Built for a real business outcome

Grow from an individual card into a controlled team business workspace.

One company identity

Keep shared business information and brand presentation consistent across the team.

Team cards

Support multiple employee/member digital identities within the plan's included-user limit.

Clear ownership

Assign leads and follow-up responsibility instead of leaving opportunities unowned.

Server governed

Roles, tenant boundaries and entitlements remain enforced by the backend.

How it works

A simple flow from setup to business action.

Configuration stays easy for the customer while security, tenancy, entitlements and business rules remain controlled by the platform.

Team capacity and company features depend on the subscribed plan.
1
Step 1

Create the company profile

2
Step 2

Add approved team members

3
Step 3

Assign business/card access

4
Step 4

Coordinate leads and branding

Product capabilities

What you can do with Team & Company

Company profile
Central branding
Employee users
Member activation
Role-aware access
Lead assignment
Team CRM
Shared business identity
Branch-ready operations
Entitlement limits
Use cases

Useful across everyday customer and business workflows.

Give a growing business a central company profile, approved branding, employee/member cards, team CRM ownership and connected business administration from one account structure.

Small businesses Agencies Sales teams Clinics Multi-person practices Growing service companies
Ready to move forward?

Connect Team & Company to your myDigiCard business workflow.

Team capacity and company features depend on the subscribed plan.