HELP FOR TEAMS ADMINS

How to run PassB for your team.

Short how-tos for the admin console at passb.app/admin. Still stuck? Write to contactus@passb.app.

Start Teams

Go to passb.app/admin/start. Sign in, or make an account. It is the same account as the PassB app.
Type your company name and how many seats you need. Each person with a work card takes one seat, you too. The least is 5.
Tap Go to payment. You pay by card on a page from Stripe, our payment partner. Then you come back to the console.
Teams is $2 a person a month. Sales tax is added where the law asks for it.

Sign in with your email and password, or tap Continue with Google.
Forgot your password? Tap Forgot password. We email you a code. Sign in with it, then pick a new password.
On your own computer, you can tick Keep me signed in on this computer. On a shared computer, leave it off and tap Sign out when you are done.

Open Card design. Pick a card style and a colour, and add your logo: a square PNG or JPEG, up to 100 KB.
Type the parts that are the same on every card: company name, website, main phone and address. People cannot change these.
Under Employees may change, pick what each person fills in: name, degrees, job title, mobile number or a short note.
Your changes are kept as a draft. Tap Publish to all cards when you are ready. Every work card, and every link already shared, shows the new look at once.

Open People, then Invite people. Type their work emails, one on each line, or split them with commas. Each person gets one email with a link.
Have a long list? Upload a CSV file. The columns are email, name, job and team. Only email is needed.
Or let people join on their own. In Settings, Company domain, add your company's email domain. We send a 6-digit code to an address there, to check it is yours. You can choose to say yes to each new person.
An invite link works for 14 days. Tap Remind to send a new one.
Your people join in the free PassB app. The app is in review at Google Play and the App Store now. When it is out, send a reminder to everyone who has not joined yet.
When all your seats are used, nobody new can join. Add seats in Settings, Billing.

Owner: everything, billing too.
Admin: people, cards, contacts and events.
Viewer: the Overview and Reports only.
Employee: a work card in the app, and no console.
The Owner gives roles in Settings, Admins and roles. Only people who already joined can get a role.

Open Events, then Create event. Give it a name, a place and its days.
Your team picks the event in the app. Every share and scan gets the event's tag until the event ends.
Open the event to see who met how many people, by day and by person. Tap Download CSV to keep a copy.

Contacts lists every work contact your team made: cards sent back to a work card, and cards scanned and marked "for work". Personal contacts never come here.
Tap Export CSV to download them. The Owner chooses who may export, in Settings, Security.
Work contacts are kept for 24 months unless you pick another time, from 6 to 60 months. Then they are deleted for good.

Reports shows shares, opens and new work contacts over time, by person, team or event.
Pick a range, such as the last 30 days, and tap Download CSV to keep a copy. Days are counted in UTC time.

Open the person in People.
Suspend stops every work link they shared, at once. Their card page then says they are no longer with your company. You can turn them back on later; old links stay stopped, and they share new ones.
Remove takes them out of your team and frees their seat.
Either way, the work contacts they made stay with your company. Their personal card and personal contacts stay theirs.

The Owner looks after billing in Settings, Billing. It shows the seats you use and the next bill.
Change seats to add or take away seats. New seats are charged at once, for the rest of the month. Fewer seats lower your next bill.
Change card, see invoices opens your Stripe billing page. You can change the card and get invoices there.
Cancel plan stops Teams. It keeps working to the end of the month you paid for, then there are no more bills. Settings shows the day it ends. You can start again any time.
If a payment fails, a red bar shows in the console. Fix it within 14 days. After that, until it is paid, the console can only be read, not changed, and your team cannot share new work links. Personal cards are never stopped.
The full rules are in our terms. What your company can see is on our security page.