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Team Accounts

How to set up and manage team accounts in Poppy

Updated over 3 weeks ago

Team accounts let you give your entire team access to Poppy while maintaining control over credits and permissions.
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What Team Accounts Include

Shared Boards

  • All team members can access and collaborate on the same boards

  • Real-time collaboration across your team

  • Boards created in the team account are visible to all members

Shared Credit Pool

  • One credit pool that all team members use

  • You control how many credits to allocate to the team

  • Track usage across your entire team

Permission Management

  • Assign Admin or Member roles

  • Control who can manage team settings

  • Add or remove team members as needed

Team Member Limits by Plan

  • Starter Plan: 1 additional team member (2 total accounts)

  • Creator Plan: 2 additional team members (3 total accounts)

  • Power User Plan: 4 additional team members (5 total accounts)

Need more than 5 accounts? Contact support for a custom plan.
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Base plans and lifetime subscription do NOT come with team accounts. To add team members, an upgrade is required (starter, creator, power user)

Setting Up Your Team

Step 1: Create Your Team

  1. Click your profile icon

  2. Select "Create a team"

  3. Upload a team logo (optional)

  4. Enter your team name

  5. Click "Next step"

Step 2: Allocate Credits

  1. Choose how many credits to transfer to the team pool

  2. Credits move from your personal account to the team account

  3. All team operations use the team's shared credits

  4. You can adjust credit allocation later

Example: With 16,000 total credits, you might allocate:

  • Personal account: 8,000 credits

  • Team account: 8,000 credits

Step 3: Invite Team Members

  1. Enter team member email addresses (separate with commas)

  2. Set permissions for each member:

    • Admin: Can manage team settings and members

    • Member: Can use the team account only

  3. Click "Create your team"

Team members receive an invitation email to join your team.

Using Team Accounts

Switching Between Accounts

After creating a team, you'll have two separate accounts:

  1. Click your profile icon

  2. Select between "Personal" and your team name

  3. A checkmark indicates your current account

  4. Switch between accounts as needed

Note: If you have a board on your personal account that now needs to be on your team account, go to the board and press the SHARE option to share this board on your team account.


What Team Members Access

Team members get:

  • Access to all team boards

  • Ability to create boards in the team workspace

  • All features included in your plan (API, landing pages, etc.)

  • No access to your personal boards

Managing Your Team

To edit team settings:

  1. Go to Settings

  2. Select "Team Settings"

  3. Choose the team to edit

  4. Manage your team, team members and team credits
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FAQ

  1. My board is my team account, but my team can't see it?
    ​A: Go to the board, select the SHARE option to make sure that it is being shared with your team AND that the board is public.

2. My team account is all set up, but I need to add move credits from my personal account to my team account, how do I do this?
​A: To move credits to your team account or to remove credits from your team account:
1. Click on your profile photo on your poppy account, on the top right of your page. 2. Then click on Settings
3. Click on Team Settings
4. Then you will see a page where you can find a Credits Tab
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