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oneVcard Help Center

website·Indexed 33 days ago

https://help.onevcard.de

Documentation for creating and managing digital business cards, including account setup, team management, and Enterprise integrations with Microsoft Entra ID, Google Workspace, Personio, Salesforce, HubSpot, and Microsoft Exchange. Covers SSO configuration, email signature rules for Outlook, workflow automation, and organization administration.

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What's inside oneVcard

  1. Overview of oneVcard Generator tools

    The oneVcard Generator provides a suite of tools to create personalized professional assets for team members to enhance the use of digital business cards. Available generators include:

    • Virtual Backgrounds
    • Apple and Google Wallet cards
    • Lockscreen assets

  2. Overview of Microsoft Entra ID (On-Premise) integration for oneVcard

    The Microsoft Entra ID (On-Premise) integration automates the creation and updating of digital business cards by syncing user data from Azure. After the initial technical setup, the integration is managed via the oneVcard admin dashboard, where administrators can define multiple field mappings to link specific Azure data fields to corresponding oneVcard business card fields.

  3. Overview of oneVcard Team Templates

    Templates in oneVcard Teams allow administrators to manage uniform settings, design, and shared information across multiple business cards. Template contents overwrite individual business card contents where they overlap. Personal information should still be entered individually or via import. Common use cases include company-wide branding, department-specific layouts, or event-specific cards (e.g., trade shows).

  4. Overview of oneVcard Generator tools

    The oneVcard Generator allows users to create various digital tools to share their digital business cards more efficiently. Available generation options include:

    • Lock Screen assets
    • Device Shortcuts
    • Virtual Backgrounds for video calls
    • Apple Wallet and Google Wallet passes

  5. Overview of Microsoft Entra ID (On-Premise) integration for oneVcard

    The Microsoft Entra ID (On-Premise) integration allows for the automatic creation and updating of digital business cards by syncing user data from Azure. The process involves a technical setup (detailed guide available upon request) followed by configuration within the oneVcard admin dashboard. Once active, users can define multiple field mappings to link specific Azure data fields to corresponding oneVcard business card fields.

  6. Overview of available oneVcard Enterprise integrations

    oneVcard Enterprise provides a variety of integrations to synchronize data and automate workflows. Available integrations are categorized as follows:

    • General: API Interface
    • HR Systems: Azure Active Directory / Entra ID (On-Premise), Microsoft Entra ID, Google Workspace, Personio, and SAP.
    • CRM & Mailing: ConvertKit, HubSpot, MailChimp, MAKE, Microsoft Exchange, Salesforce, SAP, SendGrid, and Zapier.
    • Tracking: Facebook / META, Google Analytics, and LinkedIn.

  7. Manage company-wide resources using oneVcard Organisations

    An Organisation in oneVcard is the top-level structure used for central management of a company. It provides a global administrative layer that governs all associated teams. Key capabilities include:

    • Centralized User Management: View and manage all users across all teams.
    • User Assignments: Maintain and manage how users are assigned within the system.
    • Global Templates: Create templates at the organisation level that can be imported and used by any individual team.
    • License & Billing: View current license details and access invoices/payment statuses (when enabled).
    • Global Integrations & Permissions: Configure integrations and permissions centrally to apply them globally across all teams.

  8. Access oneVcard product documentation and FAQs

    The oneVcard Help Desk provides two primary self-service resources:

    • FAQ Articles and Tips & Tricks: A collection of frequently asked questions and productivity tips for quick answers to common queries.
    • Documentation: Comprehensive guides covering everything from initial setup to advanced usage of the oneVcard platform.

  9. Customize colors for a Premium digital business card

    Premium users can customize the colors of several key elements of their digital business card to match their branding and style. The available customizable elements include:

    • Foreground (the inner card area)
    • Background
    • Background Image
    • Icons (including icon color, background, and sometimes borders)
    • Buttons (action buttons like 'Contact Me')
    • Text

  10. Connect Salesforce to oneVcard

    Once the Salesforce Connected App is configured, enter the credentials into the oneVcard dashboard to activate the synchronization.

    1. Log in to oneVcard and go to the Teams overview.
    2. Select the target team and ensure the Connect button for digital business cards is active.
    3. Navigate to Integrations in the sidebar and select Salesforce under 'CRM & Mailing'.
    4. Enter the following configuration values:
      • Client: Enter the Salesforce Consumer Key.
      • Client Secret: Enter the Salesforce Consumer Secret.
      • Instance Domain: Enter your Salesforce instance domain (provide only the value appearing before salesforce.com).
    5. Click Save.

  11. Understand oneVcard role and permission logic

    oneVcard uses a role-based permission system to control user access. All users are automatically assigned to a default 'User' role, which is restrictive and cannot be removed. Permissions are managed via toggles: if a toggle is 'on' (green), the user is allowed to perform that action; if 'off', the action is restricted. Administrators can enable or disable all permissions within a specific category using a top-level master toggle.

  12. Automate user team placement with User Assignments

    User Assignments (available for Enterprise accounts) allow you to automatically move users added through an integration into specific sub-teams based on defined criteria. Multiple criteria can be added to a single assignment; these are combined using AND logic, meaning all specified conditions must be met for the assignment to trigger.