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Manage Subteams

Learn how admins & subteam admins can create, edit, and manage subteams to organize members, set templates, restrictions, and integrations.

Updated over a week ago

Overview

Required subscriptions: This feature is available for DBC and ELC plans.

Subteams help admins and subteam admins organize team members into smaller groups for easier management. Each subteam can have its own settings, admins, templates, and integrations.

Creating a new subteam

To create a new subteam:

  1. Log in to your Popl dashboard.

  2. Click Team in the sidebar, then select Subteams.

  3. Click the + Create Subteam button in the top-right corner.

  4. Enter a subteam name.

  5. Optionally add a description and upload a photo.

  6. Click Create.

Your new subteam will now appear in your subteam list.

Adding members to a subteam

To add members:

  1. Click on the desired subteam (e.g. “Success Subteam”).

  2. Click Edit Members then an option like

    1. Add Members via CSV

    2. Checking the boxes of current members

    3. If you don't see them on the list, add them to your account

  3. Select the members you want to add.

  4. Click Add to confirm.

Added members will now belong to the subteam and inherit any subteam-specific settings.

Managing a subteam

Subteam management includes the following sections:

  • Edit Members: Add or remove members from the subteam.

  • General: Edit subteam details such as name, description, or photo.

  • Restrictions: Set specific limitations for subteam members, like editing permissions.

  • View Members: Quickly view the members assigned to the subteam.

Deleting a subteam

To delete a subteam:

  1. Locate the subteam you wish to delete.

  2. Click the three dots to the right of the subteam name.

  3. Select Remove.

Keep in mind: Deleting a subteam will remove its configuration and any subteam-specific settings.

Managing subteam admins

Each subteam can have one or more subteam admins. Subteam admins can:

  • View and manage member cards in the subteam.

  • Set restrictions for their subteam.

  • Configure integrations specific to their subteam. Learn more here

  • Create and edit templates for their subteam.

  • View leads captured by their subteam members.

How to assign a subteam admin:

  1. Go to the Members tab at dash.popl.co.

  2. Find the member you’d like to promote.

  3. Click the three dots on their member card.

  4. Select Edit admin status.

  5. Click + Assign to assign the member as an admin for one or multiple subteams.

  6. Click Apply Roles to save.

Note: Make sure the user is added to the subteam first before updating their admin status.

Common issue: If you can’t find options for managing subteams, ensure your account has admin rights and that you’re on a DBC or ELC plan.

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