People

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2025.

The People page is your organization directory. It shows all team members and provides tools for managing teams and departments.

Your Role on This Page

Admin

As an Admin, you can view all users and manage departments and teams. You can invite new members, edit member details, create and edit teams, and manage the entire organizational structure.

Department Lead

As a Department Lead, you can view department members and manage teams in your department. You can see all members in your department and the teams they belong to.

Team Lead

As a Team Lead, you can view your team members. You can see everyone in your team and their contact information.

Member

As a Member, you can view the team directory. You can see your colleagues' contact information and send them messages.

View Modes

You can browse people in three ways:

View	Description
All People	A complete list of everyone in the organization, displayed as a searchable table
By Department	People grouped by department, shown as expandable cards
By Team	People grouped by team, shown as expandable cards

Finding People

Use the search and filter tools at the top of the page:

• Search — Type a name, email, or employee code
• Status filter — Show Active or Invited members
• Role filter — Filter by specific role
• Department filter — Show only a specific department
• Team filter — Show only a specific team

Department Lead

Team Lead

Member

Member Information

Each person's profile shows:

Field	Description
Name	First and last name
Employee Code	Unique identifier
Email	Work email address
Phone	Contact number
Role	Their assigned role (Admin, Lead, Member, etc.)
Department	Which department they belong to
Team	Which team they're assigned to
Status	Active (logged in at least once) or Invited (hasn't registered yet)

Actions

For Everyone

• View profile — Click on a person to see their full details
• Send message — Start a direct message conversation

For Administrators

• Invite new members — See Inviting Members
• Edit member details — Change role, department, or team assignments
• Create teams — Set up new teams within departments
• Edit teams — Rename teams or change team leads
• Edit departments — Update department information