Overview


The People Page is your index of every User, Assignable Resource, and Assignable User within the current Group. Each name is listed as a blue hyperlink to quickly access the person's Details Page. Selecting the link will take you directly there. This article will show you the different functions on the People Page.


Navigating the People Page


From this list view, you can Filter, Sort, and Customize your columns in whatever way you see fit for your company. Use the Column Icon to add or remove displayed information. Use the Download Icon to save the list as a printable PDF or CSV file.

For more information:


download

Quickly find a Resource by typing their first name, last name, or employee ID within the Search Bar, or Filter down the list using the Funnel Icon.


For more information:


filter


Use the orange New button located in the upper left corner of the page to create a new User or Resource. Enter their information then select Save.


For more information:


New


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