People
Manage your team members, contacts, and client relationships in one place.
Manage your team members, contacts, and client relationships in one place.
Overview
The People feature is your comprehensive directory for managing all individuals connected to your workspace - from team members to clients and external collaborators.
Key Features
- Team Directory - Complete profiles for all team members
- Contact Management - Store client and vendor information
- Role Management - Assign and manage user roles and permissions
- Departments - Organize people by departments or teams
- Skills & Expertise - Track team member skills and specializations
- Availability - View team member schedules and time off
- Contact History - Track all interactions and communications
- Custom Fields - Add custom information fields as needed
Getting Started
Build and manage your team effectively:
- Adding team members and contacts
- Setting up user profiles
- Managing roles and permissions
- Organizing by departments
- Tracking skills and availability
- Managing external contacts
Coming Soon
This documentation is currently being developed. Check back soon for comprehensive guides on using the People feature.
Need immediate help? Contact our support team or visit the FAQ section.