People

Directory

The 'People' or 'Team' page is a directory that contains profiles for every member of the team.

1. Use the filter to search for a particular user.

2. Meta-filters allow you to search using specified filters - examples would be by role, location, brand etc.

3. Click on a user to see their full user profile.

4. Display the profiles as a list or in thumbnail view.

Example: Filter the list of people for users with HR expertise:

User profile

The User Profile contains useful information relating to each user, such as email, days worked, notification preferences, etc.

Note: A user's notification preferences determine whether or not they will receive notifications on tasks (as set up in the Notification Centre) and also when another user refers to them in an @Mention

Editing your profile

There are two options to edit your profile:

1. Open your profile and click on the 'Edit Profile' button:

or

2. Click on the dropdown menu on your profile icon on the main dashboard and select 'View Profile' and then 'Edit Profile'.

Note: System Administrators have permissions to edit all user profiles.

An editable version of your user profile will open. Make updates as necessary and click 'Save':