CardLink KB
Plain-language guides for using and administering CardLink. Written for employees, client admins, and MSP/reseller admins — nothing here assumes technical background.
Open the employee portal → Open the admin console →For employees
How your card works
Taps, links, QR codes, and when a card shows "unavailable"
What's on your card
Where your info comes from, and what you can change
Choosing your template
How to pick and preview your card's look
Shared mailboxes
Claiming and releasing a shared mailbox card
Aliases
What an alias card is and how it appears on your portal
Employee portal tour
Every section of the portal, explained
Photo and logo guidance
Formats and sizes that make your card load fast and look sharp
For client admins
Signing in to the admin console
Microsoft sign-in and the authenticator step-up
Why a card shows "unavailable"
Every stale reason, in plain language, and how to fix it
Managing templates
Domain defaults, self-service settings, and the template pool
Template availability & specials
Why you only see some templates, and how seasonal ones work
Activating aliases
Turning a discovered alias into a real card
Shared mailboxes (admin side)
Marking a mailbox claimable
Photo and logo guidance
Formats and sizes that make cards load fast and look sharp
Analytics
Card views, most-viewed cards, devices, places, and portal activity
For MSP / reseller admins
MSP admin overview
My Clients, your menu, and how this differs from a client admin
Signing in as an MSP admin
Invitation, password, and authenticator sign-in
Managing your clients
What you can change per client, and what's CAD-staff only
Your team
Inviting and managing your own MSP's admins
Analytics
Usage across every client you manage
Template availability & specials
Why you only see some templates, and how seasonal ones work
For everyone
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