Overview
Required Subscriptions: You can manage multiple members within a single account using Popl Teams.
Admin & Member Roles – Popl Teams
See below the different roles and permissions available to Popl Teams users: Full Team Admin, Subteam Admin, and Member.
Quick Role Comparison
Permission / Action | Full Team Admin | Subteam Admin | Member |
Manage all members (add, remove, edit) | ✓ | Subteam only | ✗ |
Manage subteams | ✓ | Assigned only | ✗ |
Create and assign templates | ✓ | Assigned only | ✗ |
Set restrictions | ✓ | Assigned only | ✗ |
View and export full team insights | ✓ | Subteam only | Own only |
Manage billing and subscriptions | ✓ | ✗ | ✗ |
Manage team-wide integrations (CRM, HR, email) | ✓ | Subteam only | ✗ |
Approve or deny change requests | ✓ | Assigned only | ✗ |
Upload and manage team assets | ✓ | ✗ | ✗ |
Edit their own digital card(s) | ✓ | ✓ | ✓ (unless restricted) |
Access and manage own leads | ✓ | ✓ | ✓ |
Submit change requests | ✓ | ✓ | ✓ |
Editing a Member's Role
To edit the role of a member:
Navigate to the member list.
Click the three dots (
...) next to the member's name.Select "Edit admin status."
Choose to assign them as a Full Team Admin or a Subteam Admin.
Keep in mind: You can assign an unlimited number of Full Team Admins or Subteam Admins within a team.
Full Team Admin
Role
Full Team Admins have complete access and control over all team members, subteams, and team-wide settings.
Permissions
Permissions
Create, update, and remove any team member
Create, edit, export, and access all leads
Create, update, and remove any subteam or template
Set restrictions across subteams
Manage team billing and subscriptions
View and export insights for the entire team
Connect and manage team-wide integrations (CRM, HR, email)
Approve or deny member change requests
Upload and edit team assets
Keep in mind: Full Team Admins can manage every aspect of the team without limitations.
Subteam Admin
Role
Subteam Admins have administrative access to only the members assigned to their designated subteam(s).
Permissions
Permissions
Update members within their assigned subteam(s)
Create, edit, export, and access leads for members in their subteam(s)
Set restrictions, auto-assign templates, and manage integrations at the subteam level
Create and assign templates for their subteam(s)
View and export insights for their subteam(s)
Connect CRM integrations for subteam(s)
Approve or deny member change requests within their subteam(s)
Note: Subteam Admins can oversee multiple subteams if needed.
Subteam Admin Management Features
Full Team Admins can enable Subteam Admins to add or remove members from their subteams:
In Team Settings, toggle on "Subteam Admin Management."
Subteam Admins will see a new "Add Members" tab in their sidebar menu.
Options to add members include:
Email invite
CSV upload
Creating Company Pages
If overseeing multiple subteams, Subteam Admins can select the subteam when adding members.
Member
Role
Standard Members can manage their own Popl digital business cards, leads, and insights. They do not have the ability to manage other members' profiles.
Permissions
Permissions
Create, update, and delete their own digital cards (unless restricted)
Create, edit, export, and manage their own leads
View and export their individual insights
Submit change requests to Full Team Admins
View other member profiles (optional, can be disabled by Admins)
Note: If assigned to a subteam with restrictions (ex. templates), a Member’s ability to edit their card(s) or information may be limited.
💡 Tip
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