The All People page serves as your central directory for managing every individual within your system, from internal staff to external partners. Organising your workforce here allows you to distinguish between People Assets and Contacts, ensuring everyone is correctly positioned within your data hierarchy.
This guide covers:
- Searching for specific individuals across the entire system list.
- Sorting the directory by clicking column headers for quick navigation.
- Adding new individuals and categorising them as Assets or Contacts.
- Executing quick edits or accessing full profiles for detailed management.
Start confidently and get results fast.
💡 Power User Insight: Because the All People page consolidates both internal Assets and external Contacts, it provides a complete view of the human element in your hierarchy, making it easy to manage the individuals linked to your parent Companies and Worksites.