Features

Feature-level access control for digital card teams

Business teams need control over who can edit cards, view leads, sync CRM data, send WhatsApp messages, or manage settings. ClickCard handles that at feature level.

Create your ClickCard

Best fit

Sales teams with card-only users, CRM staff handling leads, Marketing users managing WhatsApp and Meta Ads

Why this helps

  • Create separate employee logins instead of sharing one password.
  • Give CRM, card, analytics, WhatsApp, or Meta Ads access only to the right people.
  • Keep owners and admins in control of shared workspace permissions.

Relevant ClickCard features

  • Owner, admin, manager, CRM, marketer, and employee roles
  • Per-feature permission toggles
  • Business membership records
  • Plan-aware access checks

Useful scenarios

  • Sales teams with card-only users
  • CRM staff handling leads
  • Marketing users managing WhatsApp and Meta Ads

Frequently asked questions

Can an employee create cards?

Only if the business admin gives card creation access and the workspace plan allows it.

Can CRM access be separated from card editing?

Yes. Lead CRM and card editing are separate permissions.

Related resources

Business Digital Card Platform Create employee digital cards in bulk, manage shared workspaces, assign feature access, and control pricing by cards, CRM, WhatsApp, and Meta Ads. WhatsApp Business Suite Manage WhatsApp Cloud API accounts, templates, bulk campaigns, media, inbox replies, quick replies, and follow-up reminders in ClickCard. Lead Capture Use a ClickCard contact form to collect enquiries from people who scan or open your digital business card.

Build a ClickCard profile for your next introduction

Create a digital card, download your QR code, and keep your public details editable.

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