Popl

Everything you need to know about being a full team or subteam admin

Admins

Get familiar with the Popl dashboard and learn about the capabilities available to admins.

Admin Tutorial

Admins can tailor Popl Teams invite emails with custom text, variables, and links for a personalized onboarding experience.

Customize team invite emails

Learn how to create, customize, assign, and remove templates so every member of your team shares consistent branding, links, and lead capture settings on their digital business cards.

Using Templates for Team Cards

Learn how admins can use common or unique links in templates to customize team members’ digital business cards for shared or personal info.

Use Template Link Types

Getting Started as an Admin

Add a new user to your Popl Teams account.

Adding Members

Learn the difference between removing and deleting a member in the dashboard, what happens to their leads and card, and how to remove or delete one member or many at…

Remove or Delete a Member

Edit members in bulk

Learn how admins on DBC and ELC plans can lock a member’s digital card to prevent edits while maintaining admin editing access.

Lock a Member's card

Learn how admins review, approve, or reject members’ requests to change locked or restricted fields on their digital business cards, and how members submit those requests.

Manage Change Requests

Learn how admins on DBC and ELC plans can assign admin roles to other team members for easier account management in Popl Teams.

Create additional admins

Quickly download your team's Popl QR codes in bulk from your dashboard and use them dynamically in digital or printed materials.

Download your team's QR codes in bulk

Learn how admins can send or schedule Popl app push notifications and email notifications to team members or subteams from the Popl dashboard.

Send notifications to your Team

Manage Members

Learn how admins can customize team branding, set a custom subdomain, control sign-in and membership, and manage notification, data, privacy, and mobile app settings in the dashboard.

Manage Team Settings

Learn how admins can upload logos, cover photos, link icons, and virtual backgrounds for team members to use on digital cards.

Manage Team Assets

How to keep track of your Popl Teams usage and metrics

Exporting team data

Learn how GDPR Sensitivity Mode helps you collect leads compliantly by securing explicit consent and supporting full lead data deletion.

GDPR Sensitivity Mode

Team Settings

Efficiently import multiple leads at once using a CSV file. Quickly map fields and tags to keep your leads organized.

Bulk import leads

Quickly reassign multiple leads to different team members at once, keeping your team's workflow efficient and organized.

Reassign leads in bulk

Other Admin Actions

Learn how admins and subteam admins can create and manage subteams to organize members, set templates, restrictions, integrations, and GDPR Mode, and understand what subteam admins can do in Events.

Manage Subteams

Subteam Admins

Our Website

Teams Support Email

Individuals Support Email

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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