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 change a person's profile, click the three dots to the right of their name and click 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 the People Directory

๐Ÿ“Note: Team members marked as No under the Show profile in People Directory? option will have a (Hidden) indication on the People > Manage page.

๐Ÿ”Ž Check out what else the people page has to offer:

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