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Admin & Member Roles - Popl Teams
Admin & Member Roles - Popl Teams

This article will outline the various roles and permissions for each member type within Popl Teams.

Updated over 7 months ago

There are three different roles that a member on a Popl Team can have. A member can be a Full Team Admin, Subteam admin, or simply a standard member. Each role is defined as below.

To edit the role of a member, simply click the 3 dots on the row of that member, then select "Edit admin status". From the admin popup, choose to set them as either a full team admin or as a subteam admin.

Full Team Admin

Role

A full team admin has complete access and control over all team members and their data. There can be an unlimited number of full team admins assigned to a team.

Permissions

  • Create, update, and remove any member, team-wide

  • Create, edit, export, and access all leads for any member

  • Create, update, and remove any subteam and any template

  • Set restrictions for all subteams

  • Manage team billing and subscriptions

  • View and export insights for the entire team

  • Connect and set up team-wide integrations such as CRM, HR, and email connections

  • Approve or deny member change requests

  • Upload and edit team assets

Subteam Admin

Role

A subteam admin has admin access and control of only team members who are assigned to a particular subteam. There can be an unlimited number of subteam admins for each subteam and subteam admins can be admins of multiple subteams if needed.

Permissions

  • Update any member in their assigned subteam(s)

  • Create, edit, export, and access all leads for any member in their assigned subteam(s)

  • Set restrictions, auto-assign templates, and set up integrations for assigned subteam(s)

  • Create and assign templates to any member in their assigned subteam(s)

  • View and export insights for any member in their assigned subteam(s)

  • Connect and set up Subteam specific CRM integrations

  • Approve or deny member change requests for any member in their assigned subteam(s)

Member

Role

A member of a team only has access and control over their own digital business cards, leads, and insights. A member has no access to other member's cards, leads, insights, etc. There can be an unlimited number of members on a Popl Team. NOTE: If a member is assigned to a subteam where a full team admin or subteam admin has turned on restrictions, then digital card edits and updates might be disabled for that member.

Permissions

  • Permissions can vary based on restrictions set by an Admin and/or Subteam Admin on the subteam level

  • Create, update, and delete their own digital card(s) unless otherwise restricted by a template or subteam restriction

  • Create, edit, export, and access their own leads

  • View and export just their own individual member insights

  • Submit change requests to full team admins

  • View other member's digital cards (Admins can disable this if preferred)

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