Overview
Required Subscription: Event Lead Capture, Digital Business Card
Admins can keep members’ digital business cards consistent by locking cards or restricting specific fields through subteam restrictions. When a member needs to update a locked or restricted field, they submit a change request. The change only appears on their card after an admin approves it.
How Change Requests Work
Step | Who | What happens |
1. Submit | Member | Requests a change to a locked or restricted field on their card |
2. Review | Admin | Sees the request on the Requests page |
3. Decide | Admin | Accepts or rejects the request |
4. Notify | Member | Receives an email letting them know whether the request was approved or rejected |
Reviewing Change Requests
Log in to the Popl dashboard.
Click Admin in the sidebar, then select Requests.
Review the pending requests. Each one shows the field and the change the member proposed.
Click Accept to apply the change, or Reject to keep the card as it is.
A confirmation message appears at the top of the dashboard after each action.
Reviewing Requests in Bulk
On the Requests page, click Select All, or check the boxes next to specific requests.
Click Accept or Reject in the action bar at the bottom of the screen.
How Members Submit a Change Request
Share these steps with members who need to update a locked or restricted field:
Log in to the Popl dashboard and open your card.
Click the field you want to change.
Click submit request here in the message at the top of the page.
Enter the new information in the New field.
Click Submit Request.
A Change requested label appears next to the field until an admin reviews it.
Troubleshooting
Issue | What to check |
A member can’t submit a change request | Confirm they’re on a subteam with restrictions turned on for that field. Members who aren’t on a subteam can’t submit requests. |
Requests aren’t showing on the Requests page | Confirm you’re signed in as an admin, and that the member is on a subteam with restrictions. |
A member can edit a field without submitting a request | The field isn’t restricted. Add it to the subteam’s restrictions. |
A member didn’t get a decision email | Ask them to check their spam or junk folder. |
💡 Tip
Need more help? Get support from our team
Chat with us or email us at [email protected]