---
title: "Assigning business cards in Routing"
slug: "routing-2"
description: "Assign business card templates to groups with routes, set route priority, edit or disable routes, and look up which card a user has."
updated: 2025-09-30T14:51:39.000Z
canonical: "https://help.opensense.com/docs/routing-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.opensense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

![Business Cards Routing page with four numbered callouts: Resources, Add Route, Change Priority, and the list of routes](https://help.opensense.com/media/image-1759242977786-f6291031411e.png)

1. [**Resources**](#looking-up-a-users-card): look up which business card a user has.
2. [**Add Route**](#adding-a-route): assign a card template to groups.
3. [**Change Priority**](#changing-route-priority): set the order of your routes.
4. [**Routes**](#managing-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**.

![Create Route window with Select Business Card, Groups, and the Active toggle turned on](https://help.opensense.com/media/pasted-20image-2020250908114235-139c7cbb2878.png)

:::caution[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:

<dl class="kb-insights-summary">
  <div><dt>Edit</dt><dd>Change the route's business card, groups, or <strong>Active</strong> setting.</dd></div>
  <div><dt>Disable</dt><dd>Turn off the route for now, without deleting it.</dd></div>
  <div><dt>Delete</dt><dd>Remove the route permanently.</dd></div>
</dl>


## 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.

![User Business Card Lookup window with a user selected and a table showing the type Business Card and the blockname modern_v2](https://help.opensense.com/media/pasted-20image-2020250908113829-e1dc649bbc0a.png)

## What's next

- [Designing business cards in Designer Studio](https://help.opensense.com/docs/designer-studio): set up branding and create the card templates that routes assign.
- [Setting up automatic group membership](https://help.opensense.com/docs/configure-automatic-group-membership): add users to groups automatically, based on profile fields.
- [Business card overview](https://help.opensense.com/docs/digital-business-cards): what digital business cards do and their benefits.