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:
Log in to your Popl dashboard.
Click Subteam from the far-left menu or go to dash.popl.co/subteams.
Click into an existing subteam or create a new subteam.
Navigate to the Template Auto Assign section within the subteam page.
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.
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.
💡 Tip
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