✨New Playbook Feature✨

Need to make changes to People in your account? See how this works on the new and improved People tab!

How To Manage People

  1. Go to People on your left-hand navigation

  2. Select Manage in the dropdown

  3. Click on a person to view their profile and view their About Me, Responsibilities, Subjects Assigned, and Latest Activity.

    1. Note: If you have permission levels below Manager, you will only see the About Me section

  4. To make changes to a person, you can do so by clicking the three dots to the right of their name and clicking Edit. From here you can update the following:

    1. Name

    2. Email

    3. Job title

    4. Role

    5. Permission level

    6. Team

    7. Reports to

    8. Show profile in People Directory

🔎 Check out what else the People page has to offer:

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