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Connexions is a platform that allows you to setup, configure and manage personal and company profiles for use with physical accessories, enabling efficient and effortless sharing of contact information.
A This article briefly goes through setting up and configuring templates and profiles, customization options, and managing and activating accessories.
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For a user to access the Connexions page, they must have the ‘Connexion’ ‘Connexions’ security profile permissions.
Security profiles are accessed by navigating to ‘ Setup > Users > Security Profiles’Profiles.
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Orders Page
Orders is where new orders for accessories are managed. To view your Connexions orders, navigate to the Orders list from the client dashboard by selecting Connexions → Orders. From there, you can confirm the status of the newly created order.
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In the Orders screen, you can view the order status, rename the order, copy the order ID, and access your cards once they are delivered.
Creating a Category
Categories are used for different groups of templates. For example, you might establish a Marketing, Engineering, and Customer Service categories. From the client dashboard, go to Connexions → Templates and open the Template Categories tab.
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From the client dashboard, navigate to Connexions → Setup and open the Company Profiles/Personal tab. You can create a new company or a personal profile or update the default one as needed.
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Company Profile
Designed for companies you frequently work with, allowing you to store their information (e.g., your standard company cards)standard information on your company.
General Tab
The general tab allows you to add general information about the company, such as name, industry, description, notes, cover photo and logo.
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The Personal Profile Type dropd- drop down includes a variety of profile types, such as professional and testing profiles (e.g., technical support team profiles for different regions).
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The general tab allows you to add the person’s general information, such as name, summary, professional title.., etc.
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Contacts Tab
The contacts tab allows you to add contact information to the person, such as emails and numbers.
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Next, choose the template you want to use.
One template is always selected by default, but you can add multiple templates.
To preview a template, simply click on the eye icon
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