I. What is a Member Account for Collaborators?

Member Accounts: A member only has access to their own profile and can modify their information (if permitted by the administrator) and access the Cardynale mobile app. Collaborator view:

You can find all the users roles detailed here.

Why Create Accounts for My Collaborators?

Having an account on Cardynale is essential to use all the features.

With a Cardynale account, the collaborator can:

Update their own information
Access the Cardynale mobile app to record their meetings, download their QR code to Apple/Google Wallet, or scan paper business cards (if they have a commercial license).

An administrator can choose to restrict member rights, such as blocking fields they can edit. This is set up in Settings > Field Blocking. For more information, see our article.

II. Invite a colleague

To create an account (admin or collaborator), go to Collaborator access, click on Invite, select Administrator or Member, and select the person associated with this account (compulsory for a member).

Your member can then create an account by following the link to their email address.

III. Create accounts automatically

Because we know that it can be tedious to create accounts one by one, we've added the option of creating them automatically in 2 clicks: go to Employee access and then click on Automatic account creation.

All employees whose email address is on their profile will then receive a link to create their account (be sure to check your spam folder).

Your member can then log in to the Cardynale platform (https://dashboard.cardynale.com/) and the Cardynale mobile app with their credentials.

IV. How to Delete a Collaborator Account?

If you want to delete a collaborator's account (due to departure or other reasons), simply go to Collaborator Access and click on the trash icon next to the account in question.

Deleting a collaborator's account does not delete their profile or information. It simply revokes their access to the platform and the Cardynale mobile app.

V. How to Resend Access to a Collaborator?

It is possible that you have already sent access to a collaborator, but they have not logged in or cannot find the email with their credentials.

The easiest way in this case is for the collaborator to attempt to log in to the Cardynale platform (https://dashboard.cardynale.com/) and click on forgot password.

They will receive a new password, which they can change at any time in Settings.