Admin & Member Roles - HumanCard Teams

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

There are three different roles that a member on a HumanCard 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
View and export insights for the entire team
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)
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)