Teams Dashboard
Navigating the Popl Teams Dashboard
25 articles
TemplatesUse templates to maintain consistent branding across your team.
Manage SubteamsLearn how admins & subteam admins can create, edit, and manage subteams to organize members, set templates, restrictions, and integrations.
InsightsUnderstand your Popl usage
Virtual backgroundsAdd your Popl QR Code to your Zoom, Teams, Meet background.
Remove or Delete a MemberLearn how admins on DBC and ELC plans can remove or permanently delete members from Popl Teams to manage team accounts.
Lock a Member's cardLearn how admins on DBC and ELC plans can lock a member’s digital card to prevent edits while maintaining admin editing access.
Duplicate a MemberLearn how Admins on DBC and ELC plans can duplicate an existing member’s info to quickly create new team members in Popl Teams.
Send notifications to your TeamAdmins on DBC and ELC plans can send or schedule push or email notifications to keep their Teams connected and informed.
Manage Team Settings as an adminLearn how admins can customize team branding, enforce SSO, and manage other global settings in Popl Teams.
Template auto-assignment for subteamsAdmins and subteam admins on DBC and ELC plans can automatically assign templates to members added to a subteam in Popl Teams.
Use Template Link TypesLearn how admins can use common or unique links in templates to customize team members’ digital business cards for shared or personal info.
Bulk import leadsEfficiently import multiple leads at once using a CSV file. Quickly map fields and tags to keep your leads organized.
Reassign leads in bulkQuickly reassign multiple leads to different team members at once, keeping your team's workflow efficient and organized.
Manage change requestsLearn how admins on DBC and ELC plans can review, approve, or reject member change requests for locked digital business card fields.
Manage team assets in the Popl dashboardLearn how admins can upload logos, cover photos, link icons, and virtual backgrounds for team members to use on digital cards.
Custom subdomainsBrand your Popl profile digital card and QR code links from the Popl dashboard.
Use the Microsoft Outlook Email Signature add-inLearn how Admins and Members use the Popl Outlook Add-In to sync branded email signatures for their team directly from Outlook.
Admin, Subteam Admin, and Member rolesThis article will outline the various roles and permissions for each member type within Popl Teams.
Navigate the home page in Popl TeamsAdmins on DBC and ELC plans can use the Popl Teams home page to track analytics, manage leads, view insights, and access key tools.
Manage Tags in your dashboardLearn how admins on DBC and ELC plans can create, edit, and manage tags to organize leads and keep their Popl Teams workspace structured.
Submit a change requestMembers can request changes to their digital business cards.
Lead QualifiersLearn how to use lead qualifiers in Popl’s Event Lead Capture plan to qualify leads faster and boost team follow-up.
Pricing for small teamsLearn how Popl's pricing works for small teams using digital business cards and/or event lead capture.
Universal Badge Scanner GuideScan any event badge in seconds with Popl. Train your team, capture smarter leads, and sync clean data, no clunky tools needed.
Best practices for Popl TeamsLearn how to boost event ROI with Popl's best tools