Organize Your Members
Use the People page to organize members and manage their profile details. Keeping member information accurate helps ensure correct permissions, reporting, and policy enforcement.
Open The People Page
Admins can access member profiles from Admin > People.
Edit Member Details
Select a member’s name to update profile attributes such as role, supervisor, or organizational fields.
- First and last name
- Employee ID (optional)
- Role (Admin, Accountant, Manager, Reviewer, or Member)
- Supervisor (optional)
- Teams (optional)