People

People records represent employees, contractors, or anyone else you assign assets to.

What a person record includes

• full name
• email
• optional contact or department details
• current assignments
• assignment history
• custom fields when your workspace uses them

Core workflows

Create or edit a person

• Add from the People list (Add Person)
• Edit from the person profile (Edit)

Upload people via CSV

See CSV Import (People) for the full process.

View assigned items and history

On a person profile you can see:

• current assigned items
• assignment history
• summary information that helps with follow-up work

Use the offboarding view

The offboarding view gives you a clear list of the assets that should be returned when someone changes roles or leaves the organization.

Related docs

• Assignments & History
• CSV Import (People)
• Custom Fields