Account People
In this article:
The Account People section is a directory of all people and companies in the account; if a new entry is created at the project level, it is automatically added to the people list at the account level. There is no limit the number of accounts or projects to which a user can be added.
The page consists of a header at the top, the sidebar list on the left, and the detail view on the right.
- Header - this part of the page includes buttons for adding new people or companies, and for exporting the list.
- List - shows the list of currently filtered results, with a Select/Deselect All toggle, a dropdown of applicable filters, and a searchbar; click the checkbox to the left of a list entry to select/deselect it, and click the entry itself to pull up its detail view.
- Detail - shows the detail lookup of the currently selected entry. For people, this includes their contact information, and subsections for any activity, a list of the projects they've been added to, and any users they've invited to the account.
- Batch - If multiple entries are selected, a batch action bar will appear instead, allowing the user to take action on multiple items at once.
Invitations
The "Invited" label will be displayed beside a user’s name until the invitation is accepted.
Resending an Invitation
If a user cannot find their email invitation, click the Resend Invitation button to the top right of the user's project lookup.
Editing User Details
Account admins can edit a user's company name, phone number, or admin status from the account's People list. Admins can access and manage any project within the company account, and can view and edit all sections of the account with the exception of billing; only the account owner can access the billing section.
Adding Users to Multiple Projects
From the account level, users can be added to multiple projects simultaneously. To use this feature, press the add button under the Projects subsection of a person's account level lookup.
When batch adding a user to multiple projects, select the projects from the list on the left, then choose the Permission Preset to apply to each project on the right.
