People

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

What a person contains (current UI)

• fullName (required)
• email (required)
• Optional: phone, department
• Custom fields (key/value) — see Custom Fields

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 a full guide.

View assigned items + history

On a person profile you can see:

• Currently checked out items (current assignee state)
• Assignment history (audit log of changes over time)

Offboarding checklist

Each person profile includes an Offboarding view:

• lists all assets currently checked out to that person
• asset name and tag in the checklist link directly to the asset detail page
• allows per-item Mark returned (check in)
• supports Check in all with confirmation
• shows All items returned when the list is empty

Related docs

• Assignments & History
• Custom Fields
• CSV Import (People)
• Trash (Restore / Permanently Delete)