CamCard Business Administrator Guide
Contents
1. Recycle Bin Kevin Li CamCard INTSIG information Co Lm CRM Settings 4 6 CRM Settings lf your company has been using Salesforce or SugarCRM then you can use this feature to export cards into the CRM system as leads On the settings page click on CRM Settings on the left side to select a CRM system 18 22 Confidential Property 3 CAMCARD BUSINESS Account Information CRM Settings Sharing Settings Manage Departments Select a CRM system Manage Users Recycle Bin CRM Settings Google Contacts Settings CRA e Sales T Zeg en SUGAR Salesforce SugarCRM Company Tags If you are using Salesforce click next and the setting is done If you are using SugerCRM please enter the SugarCRM server address and account info to complete the settings Configure SugarCRM Server Address Username Password Configuration completed Once the settings are done staffs can export cards to CRM system through Tools gt Export to CRM gt enter user name and password Every time when users 19 22 Confidential Property choose to export cards to CRM all newly added cards will be saved to the CRM and all updated cards will also be synced to the CRM Please note Cards can only be exported to the CRM system manually 4 7 Manage Company Tags Super Admin can add edit or delete company tags All users can use any of the tags set by the admin 4 7 1 Ad2. CC Confidential Property CamCard Business Administrator Guide Contents OT IN OT HON os eceecer cst se OEE R E 4 2 PERMISSION STATEMEN ME 4 2 1 Private CardHolder iegen ege Egeter 4 Ee 4 2 9 FROIG DASCO ACCES Sein ew sits ccrtvnninicuarmraiouen E aa 5 E E 5 2 5 Share All Cards Company wide ccccceccceeeeceeeeeeeeceeeeeeeteeeeseeeeeeeees 5 SOET TARTE D ec eet E E R E E E 6 3 1 Create a Company Account 6 3 1 1 New to CamC ard WE 7 31 2 UN ARC Ee 7 3 2 Invite Colleagues ec cece cececeeecceeeceseeceeeceeeecaeeseeeseeeseeeesaeeseeeseneesaneeas 8 1 22 CC Confidential Property 3 3 Department Gettnges 10 3 4 Company wide hang 10 OGG COMMA ACS ee E O 11 e PTO NT CIN EE 12 4 1 FRC COUMTIATON MAUI OM E 12 4 2 Sharing Settings ccc cccsecceeeeceeeeseeeceeeeseeeeeeeeseeesseeeeeeseeesseeeseeeeas 12 4 3 Manage Departments 00n00nnannannnnnanonennnennnnnnnrnnrrrrnrrnrrnrrnrrnrrrennennene 13 4o Add Deparment E 13 4 3 2 Edit Department anonnannannnnnnnnnnnonnnnonronnnrrnrnrrnrnnrnrrnrnrrrrnrnnrnrrnrnnrnes 14 AA IVAN AC SW SOM arp E EEEE Tn 15 AAT ACIE E 16 44 2 VAG UV Staf E 17 4 4 3 Invited Colleagues ccc cccceeccceccceeeeceeeceeeeceeeeeeeeseeesseeeseeeseuessuseseeeeas 17 A o TRC CY ClO E 18 e 6 8 En 0 serras e ene eee 18 4 7 Manage Company Tags 0 n0anannonnnennennnannnnnnnnnnnnsnennnrnnrrnrrnrrenrnnrrnnee 20 4 7 1 Add Company Tags 20 2 22 Confident
3. details about the card sharing rules 12 22 C C Confidential Property ae CAMCARD BUSINESS Account Information Sharing Settings Manage Departments Set information sharing rules Manage Usus Share Cards Company wide Off a a Share Cards Company wide On CRM Settings Share Cards Company wide Off Google Contacts Settings Set Roles Superiors have access to subordinates information Company Tags Security Configuration Manage Admin Roles Administrator can view all the staffs information When the Share Cards Company wide feature is on all users of the company account can view and search the cards in the company CardHolder 4 3 Manage Departments On the settings page you can click Manage Departments on the left side to add and edit any departments based on your company structure 4 3 1 Add Department On the Manage Departments page click the Add Department on the upper right then you can add new departments Please set a superior department for any new department added Click OK when the adding is done 13 22 Confidential Property Add Sub department Superior Department Sales k Name East Area Members Share cards department wide Off Y 4 3 2 Edit Department Move the mouse pointer onto the department name to show an editing menu Click on Change to modify the superior department department name and the
4. 22 Confidential Property A popup window will appear to remind you to invite colleague when you first visit b camcard com Enter the colleagues email addresses and the invitation email will be sent All the colleagues will receive the invitation email and by following the prompts in the email each of them will create an account and join the company If the colleague has already been a CamCard user after receiving your invitation he or she can use the CamCard account to sign in directly to CamCard Business and join the company His or her original cards will be saved in the Private CardHolder and can be copied to the Company CardHolder as required invite Colleagues Add Department Cards Sharing Rules Add Company Tags Invite Colleagues Invite Colleagues via Email Super admin can also invite colleagues constantly on the settings page For more information please refer to 4 4 Manage Users b 9 22 Confidential Property 3 3 Department Settings After inviting colleagues click next to add departments A complete construction of departments can boost productivity by helping better manage role based access Add Department Add department for better role based access control Superior Department Intsig Name Members Share cards department wide Off and card sharing rules 3 4 Company wide Sharing Company wide sharing On All users of the company account can view and search th
5. below 6 22 Confidential Property Start your free trial now cc Sign in with CamCard account Email i Password at least 6 characters Confirm Password First name Last name Company Phone Number Create Company Admin Account 3 1 1 New to CamCard If you have never registered a CamCard account please enter the required information on the page showed in 3 1 to get a company account activation email After activating the company account will be created As the creator you will be the super admin of your company and need to use this account to sign into CamCard Business 3 1 2 CamCard User If you have already been a CamCard user please click Sign in with 7 22 Confidential Property CamCard account at the top of the page Then enter your CamCard account and password to sign in After signing in enter your name and the company name to create a company account Sign in Sign up Email Phone Number Password Remember me in 7 days Forgot Password Your account will be the super admin of your company you can use this account to sign in to both CamCard private app and CamCard Business Your Original cards in this account will be saved into your Private CardHolder and you can copy any of the cards to your Company CardHolder as needed 3 2 Invite Colleagues As the super admin of your company you need to invite colleagues to join the company to centralize the card management 8
6. d Company Tags On the settings page click the Company Tags on the left side to enter the company tag management page Enter a tag name in the blank and click Add to create a new tag Company Tags pO Leads VIP 20 22 Confidential Property 4 7 2 Edit Company Tags Move the mouse pointer onto any of the existing tags and click the edit icon on the right to edit the tag Company Tags Partner Cancel 4 7 3 Delete Company Tags Select the tags gt click on the upper right button Delete Company Tags J VIP P 21 22 Confidential Property 4 8 Security Configuration On the settings page by clicking on Security Configuration super admin can set allowed mobile devices or set a range of available IP addresses to access CamCard Business The IP restriction is only valid when visiting CamCard Business website at b camcard com The mobile device restriction is only valid when using the CamCard Business app CAMCARD BUSINESS IP Restriction Manage Departments 5 FURTHER QUESTIONS If you have any further questions or suggestions please contact us at vipsupport intsig com 22 22
7. e cards in the Company CardHolder Off Users can only view parts of the cards in the Company CardHolder based on the permissions 10 22 Confidential Property Do you want to turn on the company wide sharing Do you want to turn on the company wide sharing 3 5 Add Company Tags Adding company tags can help categorize and manage cards more easily Add Company Tags Add company tags for all your colleagues to add to their contacts Leads A VIP After adding tags click next to complete the basic settings 11 22 Confidential Property 4 ADMIN FUNCTIONS Only the company admin can manage the permission settings To start managing please visit b camcard com and sign into CamCard Business with the company admin account After signing in click the gear icon in the upper right to enter the settings page 4 1 Account Information On the settings page by clicking the Account Information you can view the current account status including the plan information the number of users and the quota of proofreading Account Information Plan Information Current plan Free Trial Expiration Date 2015 03 30 Number of Users O E Used 1 Unused 99 Proofreading EI Used 0 Unused 100 4 2 Sharing Settings On the settings page click Sharing Settings on the left side to set the card sharing rules Through Set Roles and Manage Admin Roles you can manage more
8. ed in the company CardHolder by this staff are still accessible to other users Meanwhile the inactive staff is free to use the CamCard personal version and access all cards in his or her private CardHolder 16 22 Confidential Property 4 4 2 Inactive Staff Once a user is set as inactive staff he or she cannot sign in to CamCard Business while the data added by this user will be kept in the company account You can view all the inactive staffs on this page and set successors for them The successor has access to all cards created by his or her predecessor in the company CardHolder Inactive Staff Darcy Zhang darcy_zZhang yopmail com David Chen v Please note Once set the successor cannot be modified 4 4 3 Invited Colleagues You can view those users who have been invited but not join yet You can resend the invitation or cancel the invitation as needed 17 22 Confidential Property e Invited Cancel Invitation Username Role Department Superior Data Export janson_li yomail com User Select Department v Add Superior v 4 5 Recycle Bin Cards deleted from the Company CardHolder will be automatically moved into the Recycle Bin On the settings page click on Recycle Bin on the left side then you can view or edit permanently delete or recover these cards 3 CAMCARD BUSINESS Account informaton 8 Recycle Bin Sharing Settings Manage Departments Manage Users
9. ial Property 4 7 2 Edit Company Tags 21 4 7 3 Delete COMPANY Tags 21 4 0 Security CONTI GUA ON EE 22 SEI CS TONGS creer esse esters eee eed heats eredderecte 22 3 22 CC Confidential Property 1 INTRODUCTION CamCard Business is a business card scanning solution for enterprises and SMEs It boosts productivity by cutting data entry time and centralizing customer management Before using please read the user manual for super admin to understand all the manage functions of CamCard Business 2 PERMISSION STATEMENT 2 1 Private CardHolder Cards added by CamCard personal version will be saved into Private CardHolder Cards added by CamCard Business will be saved into both Private CardHolder and Company CardHolder automatically Every user has his or her own Private CardHolder which cannot be viewed by admins and superiors However the users can copy their cards to the Company CardHolder as needed 2 2 Roles There are four roles in CamCard Business each role has different rights Super Admin Any functionality is open for super admin With the right to access CamCard Business via both web app and mobile app super admin can view share and edit any cards in the Company CardHolder and is able to manage the users accounts the company account and the company settings 4 22 CC Confidential Property Standard User Standard users are not able to modify company settings while have the rights to view share edit a
10. members Click OK when the modification is done 14 22 C C Confidential Property Sales Asia Pacific Domestic EastArea Add Sub department CF chang Delete North Area Marketing Edit Department Superior Department Domestic Name East Area Members Share cards department wide Off d 4 4 Manage Users To manage users please click on Manage Users on the left side of the settings page By managing users you can invite staffs set staffs as active or inactive set superiors departments and permissions for users For more information about the superior settings and role based access please refer to the Permission Statement 15 22 C C Confidential Property CAMCARD BUSINESS W oO Account information invite Coteagues Sharing Settings ge intro Salt bt Manage Departments Jetu kd A Manage Users Recycle Bin CRM Settings 4 4 1 Active Staff Set superior The superior can access any of the cards added by his or her subordinates in the Company CardHolder Set any staff as an admin Admins have part of the rights to manage the company account refer to the Permission Statement Set permissions for exporting cards Super admin can allow or not allow any Staff to export cards as Excel file Set as inactive staff An inactive staff cannot sign in to CamCard Business or access any cards in the Company CardHolder However cards add
11. nd manage part of the cards in the Company CardHolder including cards added by themselves cards added by their subordinates and cards shared with them or with their departments Admin Admins can manage the company account the users accounts and the company settings only available on the web app while have no rights to manage or share any cards in the Company CardHolder Read only permission User This role can view all cards in the Company CardHolder but cannot edit or manage any of the cards 2 3 Role based Access Super Admin can set superior for every staff The superior can view edit and delete any of the cards added by his or her subordinates in the Company CardHolder 2 4 Share Users can share cards with colleagues or other departments from the Company CardHolder Shared cards can be viewed but cannot be edited or deleted 2 5 Share All Cards Company wide Once this feature is enabled by the super admin all users of the company account can view and search all the cards in the Company CardHolder 5 22 Confidential Property 3 GET STARTED Only with some simple steps you can finish the preparation and start using CamCard Business Create a Company Adding Invite Colleagues Add wide company Sharing tags Company Account departments 3 1 Create a Company Account Please visit CamCard Business official website at b camcard com and click GET STARTED to enter the page
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