Assigning business cards in Routing

Overview

Use the Business Cards Routing page to decide which business card each user gets. A route assigns a business card template to one or more groups. Opensense follows the route order when it matches business cards with user groups. To open the page, select Business Cards > Routing in the Opensense portal.

1. Resources: look up which business card a user has.
2. Add Route: assign a card template to groups.
3. Change Priority: set the order of your routes.
4. Routes: each route shows its priority, a card preview, the card name, its groups, and an actions menu.

Adding a route

1. Click Add Route at the upper right.
2. In Select Business Card, select the card template for the route.
3. In Groups, select one or more groups.
4. Leave Active on to make the route live, or turn it off to create the route disabled.
5. Click Save.

Active routes are live

An active route is live in production. Users in its groups get the route’s business card.

Changing route priority

Opensense follows the route order when it matches business cards with user groups. Routes higher in the list take precedence over lower ones.

1. Click Change Priority in the banner above the routes.
2. Drag the routes into the order you want.

Managing routes

Each route shows its priority number, a preview of the card, the business card name, and its groups. A gray priority number means that the route is disabled.

To manage a route, click the actions menu (⋮) on its row and select an option:

Edit

Change the route's business card, groups, or Active setting.

Disable

Turn off the route for now, without deleting it.

Delete

Remove the route permanently.

Looking up a user’s card

1. Click Resources at the upper right and select User Business Card Lookup.
2. Select a user from the list.

The table shows the Type and Blockname of the user’s active business card assignment.

What’s next

• Designing business cards in Designer Studio: set up branding and create the card templates that routes assign.
• Setting up automatic group membership: add users to groups automatically, based on profile fields.
• Business card overview: what digital business cards do and their benefits.