Documentation
Welcome to the Profiles Flow documentation
Here you will find everything you need to set up Profiles Flow in your company and use it day to day: from creating the account to installing signatures automatically.
Where to start?
You are new to Profiles Flow
Follow the first steps: six steps, from creating your company to rolling out the first cards. Allow half an hour for a small team.
You manage employees
Create profiles, import them from Excel, and grant the right access and roles.
You are an employee
Install your email signature, add your card to Wallet and share your profile page.
You work in IT
Set up the Google Workspace, Outlook (Exchange) or Active Directory modules.
Contents
Profiles
Create a profilePhones, social networks and linksInvite and send informationAccess and rolesEnable or disable a profileTemplates
Understanding templatesShared contact detailsCustomize the profile pageCustomize the signatureThe signature editorCustomize the Wallet cardAssignment rulesUsing your materials
Share your profile pageQR codesInstall your email signatureAdd your card to WalletFrequently asked questions
Frequently asked questionsNeed help?
Can't find the answer to your question? Leave us a message from the Support page of the application once you are logged in. We reply Monday to Friday.