Overview
Required Subscriptions: Only available for Popl Teams admins.
The Popl admin dashboard makes it easy to manage your members, manage all team leads, and view member insights in one place.
Whether you need to add members, export leads, or create a Popl campaign, everything you need is in one dashboard. Here’s how to make the most of it.
Popl Admin Dashboard Quick Guide
In this article, you'll get a video walkthrough along with a text-based overview of the Popl Teams Admin dashboard.
Video Walkthrough
Watch the embedded video below for a visual learning of the dashboard.
Video Tutorial en Español
Popl Teams Admin Dashboard Capabilities
Read a high-level review of the main capabilities of the Popl Teams Admin dashboard below.
Home Dashboard Overview
On your home dashboard, you'll be able to:
View team performance, campaign progress, recent leads, and get actionable recommendations.
Access tutorials and key features.
Monitor team members' statuses (email, admin level, subteams, invitation status).
You can view this homepage by going to dash.popl.co.
Managing Team Members
Managing team members through the Popl dashboard involves adding new members, updating their details, troubleshooting common issues, and organizing them into roles or subteams. This guide provides step-by-step instructions to help you efficiently manage your team.
Add Members: Manually via email or bulk CSV upload; integrate with HR systems like Active Directory, Google Workspace, etc.
Search & Filter: By invitation status, subteam, admin level, and more.
CSV Upload: Offers field mapping (email required; other fields are optional, like name, title, location).
Assign members to subteams and templates.
Assigning Admin Roles
Admin roles can be assigned to multiple members within a Popl Teams account. To add a new admin:
Add their email address to the dashboard.
Assign the admin role to the member. Note that adding members back to the dashboard may incur additional charges, and an invoice will be generated.
Updating Member Details
To update a team member's email address:
From the Popl Dashboard, click on the member's card.
Click the three dots in the top-right corner.
Select 'Edit Email'.
Enter the new email address and click 'Update'.
Adding Team Members
To add members to your Popl Teams account, follow these steps:
Access the Popl Dashboard: Log in to your account at Popl Dashboard.
Click 'Add Members': This button is located in the top-right corner of the dashboard.
Choose an Option to Add Members:
Add by Email: Enter one or multiple email addresses separated by commas, then click 'Add Teammates'. This ensures that team members receive account setup emails. Avoid using the "Create company page" option to ensure proper registration as regular users.
To learn more about adding members, click here.
To learn more about adding members, click here.
Troubleshooting Common Issues
Error When Adding a Member
If you encounter an error while adding a member, it may be due to:
The member already has a free account.
An invite is already being sent to their email address. In these cases:
Ask the member to click the "Join Now" button in the email invite.
They will be redirected to the login page. Once logged in, they can accept the invite and join your team.
Adding a User Associated with Another Account
If a user cannot be added because their email is linked to another account:
Request a transfer of their account to your team.
Once the transfer is complete, refresh your dashboard to confirm the addition.
Subteams are used to segment your large team into smaller teams. This allows you to apply different specs to each subteam member's cards. You can:
Adding Members to Subteams
Add members to your main team first.
Once they are part of the main team, assign them to a subteam.
Use the subteam for campaigns or filtering within campaigns.
Organize users into smaller groups.
Assign subteam admins with specific permissions.
Set restrictions (e.g., content visibility, card customization, export permissions).
Auto-assign templates and integrate CRM or email contact books per sub-team.
To learn more about subteam management, click here.
Templates
Templates allow you to create a design once and then apply it to multiple members on your team to create a cohesive look. With a template, you can:
Create/edit business card templates from scratch or existing cards.
Customize layout, logo, colors, fonts, and links.
Add custom content (e.g., videos, files).
Configure lead capture forms.
Enable lead capture mode to prioritize lead collection.
Set up automated follow-up emails.
To learn more about Templates, click here.
Leads Management
The Admin dashboard makes it easy to manage all leads for all members in one place. With managing leads, you can:
Access and filter all team leads.
Add/import leads manually or via CSV.
Export leads to your CRM (e.g., Salesforce, HubSpot, Zoho).
Use tags for organizing and managing leads (admins create; users assign).
To learn more about lead management, click here.
Campaigns
Popl Campaigns allow you to set up instances to capture leads specific to an event. With campaigns, you can:
Pre-configure events (e.g., trade shows) with assigned members, goals, integrations, and lead tags.
Measure ROI, automate tagging, and send campaign-specific follow-up emails.
Track metrics like leads, pipeline value, and goal progress.
To learn more about Popl Campaigns, click here.
Insights Dashboard
Insights give you a detailed look at your team's activity. You can:
Monitor usage and engagement by member, sub-team, or campaign.
Export data (views, taps, leads).
Includes leaderboards and detailed analytics.
To learn more Insights, click here.
Integrations
Through integrations, you can connect your CRM to automatically (or manually) export leads you collect with Popl. We also offer HR integration connections to automatically import members to your Popl Team. You can:
Connect multiple CRMs (team or sub-team level).
HR and email integrations (e.g., Outlook).
SSO and other options are available with support access.
To learn more about Integrations, click here.
Email Signatures
Create standard email signatures for your entire team. This will keep all email signatures uniform for all members on your team. With email signatures, you can:
Create branded email signature templates for team use.
Include links, banners, and logos.
Sync with email platforms or allow manual setup.
To learn more about Email Signatures, click here.
Admin Tools & Settings
Within tools, you can:
Team Assets Library: Store logos, icons, and media.
Review/manage change requests.
Customize invite emails.
Send team-wide notifications.
Access support, request features, or view onboarding.
Global Team Settings
Within settings, you can:
Set custom subdomains and branding.
Enforce SSO login.
Auto-join users with matching email domains.
Export team data and check subscription status.
View release notes for updates.
💡 Tip
Need more help? Get support from our team
Chat with us or email us at [email protected]