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Template auto-assignment for subteams

Admins and subteam admins on DBC and ELC plans can automatically assign templates to members added to a subteam in Popl Teams.

Updated today

Overview

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

This article explains how Admins and Subteam Admins can set up template auto-assignment for subteams in Popl Teams.

This feature helps ensure consistency by automatically applying a designated template to any new member added to a specific subteam.


How template auto-assign works

With template auto-assign enabled, any new member added to a subteam will automatically receive the assigned template, saving time and ensuring a consistent digital business card experience across your team.

Steps to set up template auto-assign

Follow these steps to enable template auto-assign:

  1. Log in to your Popl dashboard.

  2. Click Subteam from the far-left menu or go to dash.popl.co/subteams.

  3. Click into an existing subteam or create a new subteam.

  4. Navigate to the Template Auto Assign section within the subteam page.

  5. Click the dropdown menu to select the template you wish to auto-assign.

    • Note: If you have not yet created a template, learn how to create one here.

  6. Click Update to save your changes.

Keep in mind: Once saved, any member added to this subteam will automatically receive the selected template.

Common issue: If your template does not appear in the dropdown, ensure you have already created at least one template in your dashboard.


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