People

People brings together everyone in your organisation's Backed: your team, your applicants and assessors, the invitations you have sent, the requests waiting on you and who administers what. It is the first row of the sidebar's People section.

Before you start

You need Can access Users, as for the Team pages. Without it the page cannot be found. The Applicants, Assessors, Administrators and Admin groups tabs appear only if your own menu shows those pages.

The tabs

Each tab shows how many rows it holds, so you can see at a glance how many invitations and join requests are waiting. The Invitations count is the invitations still open: pending and not yet expired. The tab itself still lists every invitation, accepted, declined, revoked and expired ones too.

Team lists everyone with access to your organisation, with their Role, when they were Added and a Status when there is something to say: Disabled, or Two-factor required when their two-factor set-up is overdue.
Applicants lists each applying person or organisation, with an address to reach them, their Type and when they were Added.
Assessors lists your assessors, how much of their Scoring is done, when they were Last active and a status of Active, Invited, Suspended, Behind when a due date has passed with scoring left, or Conflict declared. You see scoring and conflicts only if you may read them.
Invitations lists the people you have invited, with their Role, when the invitation was Sent and its status.
Join requests lists the people asking to join, with the Role they asked for and when they Requested it.
Administrators lists your administrators, with their Title and a status of Active, Disabled or Email unconfirmed.
Admin groups lists your admin groups, with their members and rules. The Default Group, marked Default, holds every administrator; a group marked No members has nobody in it.

The tab you are on is kept in the page's address, so a reload or a shared link opens the same tab.

Search, status and needs attention

Above the table, a figure for each status shows how many rows on the tab stand there.

Type in Search by name or email to narrow the tab you are on. Where a tab has more than one status, choose one under Status to show only those rows. Moving to another tab clears it.

Select Needs attention to show only the rows waiting on someone: pending and expired invitations, open join requests, disabled administrators, administrators whose email is unconfirmed, suspended or behind assessors, assessors with a declared conflict or an unconfirmed email, members whose two-factor is overdue and groups with no members. Select it again to show everyone. If nothing matches, the page says Nobody matches. Clear the search or the filter.

Open a person

On the Team, Assessors and Administrators tabs, select a person's name, or anywhere on their row, to open their profile. See A person's profile. On the Applicants tab, a row opens the applicant's record, and on the Admin groups tab, a row opens that group.

Invite someone

Select Send invitation at the top of the page. It is the same invitation as on People > Invitations: choose email or text message, the address and their role, then send it. The new invitation appears on the Invitations tab.

The full lists

People shows each list in brief. The link under each tab opens the full page, where every row action, filter and export still lives:

Manage team members opens Team, where you edit, remove or send a sign-in link to a member.
Manage invitations opens Invitations, where you resend or revoke one.
Review join requests opens Join requests, where you approve or reject one.
Manage administrators opens Administrators, where you invite an administrator and set their permissions.
Manage admin groups opens Admin groups.