Once logged in, on the upper left of the app tap on the Menu or ≡ icon
Look for the Team tab and tap on it.
Use the Search bar to find the user’s card you wish to change and tap on their name.
At the bottom of the screen, more options will pop up, tap on Manage Cards
Look for the card you wish to Release or Re-assign, and tap on the Pencil icon.
From the bottom the option to Release or Re-assign. Select one of the options and tap on Apply.
From the web portal:
Once logged in, at the left hand side menul, click on Teams.
Next, use the Search bar to find the team member whose card you wish to reassign or release, & hit the Manage button:
On the next page, scroll down until you find the Manage Cards section, click on the card you wish to release or reassign
A menu will pop up on the right hand side showing three options. Click on the Card Admin tab (as shown below) to either Release or Re-assign the card.
*Releasing the card will remove all the prior contact information, and that card will no longer be associated with the previous email address.
*After release, tapping the card or scanning the QR code will bring up a blank signup form. Add the new cardholder's email address and details there. The card will then be assigned to the new address, and a login email will be sent out to the new cardholder.
*Reassigning the card will allow you to assign the card to a new or existing account. You can input the new cardholder's details manually from the admin panel.
*After reassigning, the information from the previous cardholder will be removed from the card.
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