CardRender supports teams of all sizes with role-based permissions, bulk user management, and centralized directory controls. Scale from 10 to 10,000 users without losing control over branding, data, or access.
Role-Based Permissions
CardRender uses a flexible permission system that balances autonomy with governance. Assign roles based on responsibility level and operational needs.
Available Roles
Owner
- Full workspace control including billing and deletion
- Manage all members, teams, and settings
- Only one owner per workspace (transferable)
Admin
- Manage members, teams, and workspace settings
- Configure branding, templates, and integrations
- View all analytics and export data
- Cannot access billing or delete workspace
Manager
- Manage specific teams and their members
- View analytics for managed teams only
- Cannot modify workspace-level settings
Member
- Create and edit their own cards
- View team directory
- Access basic analytics for their cards only
- Cannot manage other users
Guest
- View-only access to specific cards or team directory
- No editing permissions
- Useful for contractors, temporary staff, or external reviewers
Managing Team Members
Adding Members
Invite members individually or in bulk via CSV upload. Each invitation includes a unique link that expires after 7 days.
Individual invite:
- Navigate to Settings > Members
- Click Invite Member
- Enter email address and select role
- Add to specific teams (optional)
- Send invitation
Bulk invite:
- Download the CSV template
- Fill in: email, role, team, custom message
- Upload CSV file
- Review and confirm invitations
Deactivating Members
Deactivated members lose access immediately but their cards remain published. This preserves links shared with external contacts while preventing further edits.
To deactivate:
- Go to Settings > Members
- Find the member
- Click Actions > Deactivate
- Choose whether to archive their cards or reassign to another user
Transferring Ownership
Only the current owner can transfer ownership. The new owner must accept the transfer within 48 hours.
Team Structure
Organize members into teams that reflect your organizational hierarchy, geographic regions, or functional roles.
Creating Teams
- Navigate to Settings > Teams
- Click Create Team
- Enter team name and description
- Assign a manager (optional)
- Add members
Team Settings
Each team can have:
- Custom branding: Override workspace branding with team-specific colors or logos
- Template restrictions: Limit which card templates team members can use
- Directory visibility: Control whether the team appears in the public directory
Team Directory
The team directory is a public-facing page that showcases all active cards. It’s perfect for:
- Company websites (“Meet Our Team” page)
- Event booths (QR code to full team roster)
- Partner portals (white-labeled directory)
Directory Settings
Public vs. Private:
- Public directories are indexed by search engines
- Private directories require authentication or a secret link
Customization:
- Add company description and logo
- Set directory URL slug (e.g.,
cardrender.com/acme-corp) - Choose layout: grid, list, or masonry
- Enable search and filtering by team, role, or location
Bulk Operations
Perform actions across multiple members at once:
- Bulk role changes: Promote multiple members to managers
- Team reassignment: Move entire groups to different teams
- Template updates: Apply new branding to all existing cards
- Deactivation: Offboard departing employees in one action
Best Practices
- Review member permissions quarterly to ensure least-privilege access
- Use teams to delegate management without granting full admin rights
- Set up onboarding automations to add new hires automatically
- Keep the directory updated by archiving cards of former employees
- Use guest roles for short-term contractors instead of full memberships