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Team Accounts

How to set up and manage team accounts in Poppy

Team accounts give your teammates their own Poppy logins, shared boards and a shared credit pool, while you stay in control of seats and credits.

What team accounts include

  • Shared boards: every board in the team workspace is open to all members in real time.

  • Shared credits: AI on team boards uses the team's credit pool. Each seat adds 2,000 credits per month, and you can top the pool up from your personal credits.

  • Roles: Member (uses the team) or Admin (can also invite, rename and remove). Only the owner manages seats and credits.

Seats

You, the owner, never use a seat. Seats are for teammates only.

  • Free seats with your plan: Starter 2, Creator 3, Power User 5. AppSumo Tier 4 2, Tier 5 3, Tier 6 5. Base and AppSumo Tiers 1-3 have no free seats.

  • Free seats are one pool shared across all the teams you own.

  • Extra seats: buy as many as you need from Team Settings → Seats. The exact price is shown before you buy. Each purchased seat adds 2,000 credits per month to the team.

  • Remove a yearly seat and the unused full months are refunded to your card. Unused purchased seats stay in your pool and can be used on any of your teams for free.

  • On a trial? Free seats start when your trial converts; seats you buy are free until your trial ends.

Create your team

  1. Click your profile picture and choose Create a team

  2. Upload a team logo (optional) and enter a Team name

  3. Under Invite teammates, enter email addresses and pick a role for each. The Your seats line shows how many free or unused seats cover them and what any new seats cost

  4. Click Create Team. If new seats are needed and you have no card on file, you'll be asked to Add a card for seats

Teammates get an invitation email. You can invite more people later from Team Settings → Members → Invite New Member.

Switch between Personal and your team

  1. Click your profile picture

  2. Click your name at the top of the menu to expand the workspace list

  3. Choose Personal or your team. The current one is highlighted and shows a Team badge

Move a board into your team

  • On the boards page, open the board's menu and choose Move to team. Everyone on the team can open it and AI on it uses the team's credits.

  • Inside a board, click Share and use Share with Team to pick the team, or Personal Workspace to move it back.

  • Turn on Make Private if you want a board to use team credits but stay visible only to you.

Manage your team

  1. Click your profile picture → Settings → Team Settings

  2. Pick the team at the top, then use the tabs:

    • Details: rename the team, add an intro video, delete or leave the team

    • Members: invite, change roles, remove members, revoke invites

    • Seats (owner): see teammates vs seats, Add seats, Reduce seats, and your unused seats

    • Credits (owner): Add to Team or Withdraw to Personal

FAQ

My team can't see a board in the team workspace. Open the board, click Share and check Share with Team is set to your team and Make Private is off. You do not need to make the board public for teammates.

How do I move credits to or from my team? Settings → Team Settings → Credits tab. Seat credits and bonus credits stay with the team; only credits you transferred can be withdrawn.

An invite says I'm out of seats. Owners can add a seat from the Seats tab (unused seats are used first, free). Admins need to ask the owner.

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