Overview
Popl Teams allows businesses to manage multiple team members on a unified platform while providing both digital business cards and optional physical Popl cards. Follow this comprehensive guide to set up a Popl Teams account, create cards, and manage team members efficiently.
Required subscriptions: You can manage multiple members under one account using Popl Teams. Additionally, upgrading to Popl Teams offers several subscription options, including the Monthly Plan with a free trial (DBC only) and categories for specific needs like DBC Tier for digital business cards or ELC Tier for event lead capture.
Access Your Popl Teams Account
Sign in to your Popl account using a laptop or desktop computer by navigating to the Popl Teams site. Please note that upgrades and account setup must be completed on a desktop device.
Adding Members
Quick Add Options
From your Popl Dashboard, click the "Add Members" button in the top right corner.
You can add members by:
Add by Email
Type in one or multiple emails (separated by commas) and click "Add Teammates."
Common Issue: Make sure your team members use their company email addresses when possible.
Import via CSV
Upload a CSV or Excel file with member details, or download our CSV template to get started.
Complete the field mapping process after upload.
Optionally, assign imported members to Subteams or Profile Templates.
Note: Leave any fields you don't want to import blank in your CSV.
Add Company Pages
Create non-user profiles for booths, kiosks, or general company information.
Note: For individual employees, use Email, CSV, or Directory Sync options instead. Popl Teams also provides flexibility with both digital and physical card options for your company pages, tailoring the solution to fit specific use cases such as kiosks or booths.
Directory & Platform Sync Options
Popl integrates with several major platforms to automate member additions.
Azure Active Directory
Sync users directly from your company's Azure Active Directory.
Eventbrite Sync
Import event attendees directly into Popl for QR code generation and badge management.
Keep in mind: Ideal for conferences, expos, and company events.
💡 Tip
Need more help? Get support from our team
Chat with us or email us at [email protected]