Access the People module

You use the People module to add new users, edit existing users and assign or revoke user licenses.

When you click a user name in the view, detailed information about the specific user as well as that user's assigned work is displayed. User Properties Cards can be viewed and edited and you can subscribe to peoples ' iCal feeds.

Note: License assignment and license revocation is accessible to Admin users only.

The People module displays all of the people that have been added to the organization.

View Navigator

Use a built-in view to manage the people in your organization, or create a new custom view.

Grid

  1. Use the grid to view and manage multiple people.
  2. Clicking the gear icon, located above the ribbon enables managing grid column sets which can then be further filtered and sorted.

Searching and Filtering

The People module can be searched and filtered for items and data using the Contextual Search and the Time Range Filter.

Note: AdaptiveWork can be searched globally using the Global Search tool.

The ribbon, located under the masthead (at the top-left) provides controls for performing actions on selected items.

Relations Panel

The Relations Panel on the right-hand side of the screen displays any related items, such as assigned resources, files, and discussions, etc. of a selected item type in the grid, and enables working with the related items while staying in context of your original view.

The panel is blank when multiple ​items are selected.

Properties Card

Peoples' properties cards can be accessed from the People module by selecting the item in the grid, and clicking the more info tooltip located in the Relations Panel.