From the Popl dashboard, click on “Team” and then select “Subteams.”
Within each subteam, you can:
Edit members
Edit the subteam details
Add restrictions
Set up Template Auto Assign: Learn more here
View your subteam members
Set up unique integrations: Learn more here
Create a New Subteam
In the top-right corner, you'll find the option to create a new subteam.
Click on it and name the subteam according to your preferences.
Optionally, you can add a description and even upload a photo for the subteam.
Add Members to a Subteam
To add members to an existing subteam, click on the subteam you want to modify (e.g., "Sales Subteam").
Look for an option like "Add Members to Subteam."
Select the members you want to add to the subteam. For instance, you can add yourself.
Click "Add" or a similar button to confirm the selection.
The added members will now belong to the subteam.
Delete a Subteam
To delete a subteam, click on the three (3) dots located to the right of the subteam.
Select “Remove.”
Subteam Admins
Each subteam can be assigned one or multiple subteam admins.
Subteam admins will be able to:
View and manage member cards that are assigned to the subteam
Set restrictions for their subteam
Set up integration connections for their subteam.
Create and edit templates for their subteam
See the leads of their subteam members
Create a Subteam Admin
To make a member a subteam admin:
First, go to the members tab at dash.popl.co
Choose the member you'd like to make a subteam admin and select the 3 dots on the member's card
Select 'Edit admin status'
Select '+ Assign' to assign the member as admin for one or multiple subteams