Overview

Required Subscription: Event Lead Capture, Digital Business Cards

Subteams help admins and subteam admins organize team members into smaller, easier-to-manage groups. Each subteam can have its own admins, templates, restrictions, integrations, and GDPR settings.

Creating a Subteam

Log in to your Popl dashboard.
Click Team in the sidebar, then select Subteams.
Click + Create Subteam in the top right corner.
Enter a subteam name. A name is required to save the subteam.
Optionally, add a description and upload a photo.
Click Create.

Your new subteam now appears in your subteam list.

Adding Members to a Subteam

Click the subteam you want to add members to.
Click Edit Members.
Choose how to add members:

Method	How it works
Select existing members	Check the boxes next to the members you want to add.
Add via CSV	Upload a CSV file of members to add them in bulk.
Member isn’t listed	Add them to your team first, then add them to the subteam.

4. Click Add to confirm.

Added members belong to the subteam and follow its settings.

Managing a Subteam

Click any subteam to open its settings. Each subteam has the following sections:

Section	What you can do
Edit Members	Add or remove members from the subteam.
General	Edit the subteam’s name, description, and photo, and turn GDPR Mode on or off.
Restrictions	Limit what subteam members can edit on their cards.
Template Auto Assign	Automatically assign a template to new members added to the subteam.
Integrations	Connect integrations used only by this subteam.
View Members	See all members assigned to the subteam.

GDPR Mode for Subteams

GDPR Mode applies GDPR rules to every lead captured by members of a subteam. It’s useful when only part of your team captures leads in regions covered by GDPR.

To turn it on:

Open the subteam and go to the General tab.
Turn on GDPR Mode.
Click Update.

How subteam GDPR Mode works with the team-level setting:

Team-level GDPR Sensitivity	Subteam GDPR Mode	Result
On	Off	GDPR rules apply to all members, including this subteam.
Off	On	GDPR rules apply only to members of this subteam.
Off	Off	GDPR rules do not apply.

Keep in mind:

Subteam GDPR Mode can add GDPR rules, but it can’t remove them when the team-level setting is on.
If a member belongs to more than one subteam and any of them has GDPR Mode on, GDPR rules apply to all leads that member captures.
Changes apply to leads captured after you save. Leads already captured aren’t affected.

Template Auto Assign

Template Auto Assign applies a template to every new member added to a subteam, so new cards follow your branding without manual setup. Admins can set it up for any subteam, and subteam admins can set it up for the subteams they manage.

Click Team in the sidebar, then select Subteams.
Open the subteam you want to set up.
Go to the Template Auto Assign tab.
Select a template from the dropdown.
Click Update.

What happens when a new member is added to the subteam:

Member’s current state	What happens
No template assigned	The subteam’s template is applied to their card.
Already has the same template	No changes are made.
Has a different template	A new card is created with the subteam’s template and set as their default card.

Keep in mind: Template Auto Assign only applies to members added after you save. It doesn’t change templates for members already in the subteam. To update existing members, assign the template directly from the Templates page.

Note: If your template doesn’t appear in the dropdown, create a template first.

Subteam Integrations

Integrations can be set up at three levels: the full team, a subteam, or an individual Event. If a lead is captured by a subteam member whose subteam has its own integration, the subteam’s settings are used instead of the full team integration.

Settings saved in an Event’s Lead Flow take priority over both.

Note: If a field isn’t syncing as expected, check which integration the lead used. A mapping saved on the full team integration won’t apply to leads that synced through a subteam or Event integration.

Deleting a Subteam

Find the subteam you want to delete.
Click the three dots next to the subteam name.
Select Remove.

Keep in mind: Deleting a subteam removes its configuration and all subteam-specific settings.

Managing Subteam Admins

Each subteam can have one or more subteam admins. Subteam admins can only manage the subteams they’re assigned to.

Subteam admins can	Details
Manage member cards	View and edit cards for members in their subteam. They can’t change members outside their subteam.
Add and remove members	Available when Subteam admin management is turned on in Team Settings under Access & membership.
Set restrictions	Control what members of their subteam can edit.
Manage templates	Create and edit templates for their subteam.
Configure integrations	Set up integrations for their subteam. They can only assign integrations to subteams they manage.
Turn GDPR Mode on or off	For the subteams they manage.
View leads	See leads captured by members of their subteam.

Subteam Admins and Events

Action in Events	Subteam admin access
View and edit Events	Can view and edit any Event on the team.
Edit the Lead Sync step in the Lead Flow	Only for Events they created.
Add or edit members in an Event	Only members of their own subteam.

Keep in mind: The Events page shows all Events across your organization, including Events created by other subteams. If subteam admins shouldn’t see other subteams’ Events, consider assigning them the Member role instead.

Assigning a Subteam Admin

Click Team in the sidebar, then select Members.
Find the member you want to promote.
Click the three dots on their member card.
Select Edit admin status.
Click + Assign to make the member an admin of one or more subteams.
Click Apply Roles to save.

Note: Add the member to the subteam before updating their admin status.

Troubleshooting

Issue	What to check
Can’t find subteam options	Confirm you’re a full team admin or a subteam admin, and that your team is on a Digital Business Cards or Event Lead Capture plan.
Subteam admin can’t add or remove members	Make sure Subteam admin management is turned on in Team Settings.
Can’t save a new subteam	Enter a subteam name. Subteams can’t be saved without one.
Field isn’t syncing for a subteam member’s lead	Check whether the lead synced through the subteam’s integration or an Event’s Lead Flow, and update the mapping there.

💡 Tip

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Manage Subteams