People List
The People section manages the individuals in your organization who use, maintain, or are responsible for assets. People records are linked to assets through check-out, transfer, and custodian assignments.
A person is a personnel record — someone who can be assigned assets. A user is a login account that allows someone to access the application. Not every person needs a user account. See User Management for details on creating login accounts.
Sidebar
The left sidebar lets you filter and organize people. Click an item to filter the list; click it again to clear the filter.
| Folder | Description |
|---|---|
| Personnel Groups | Filter by department or team |
| Locations | Filter by assigned location |
| Roles | Filter by system role (read-only) |
| Trash | View deleted records, where you can restore or permanently remove them |
See Types, Locations, and Groups for how to set up and manage these folders.
Searching and Sorting
Use the Filter People search box above the table to find people by name or other fields. Results update as you type.
Click any column header to sort by that column. The list displays: First Name, Last Name, Record Number, Email Address, Work Phone Number, and Last Update.
Toolbar
| Button | Action |
|---|---|
| New Person | Create a new person record |
| Copy | Duplicate the selected person to create a new record with the same details |
| Delete | Move selected records to the trash |
| Export | Download the current list view as a spreadsheet |
| Refresh | Reload the list |
Select multiple people using the checkboxes, then use the toolbar buttons to act on all of them at once.