People

People is where you manage everyone your organization works with — employees, subcontractors, vendors, and clients. Each person record stores contact details, work information, and optionally a login to access include GO.

Employees are a type of Person, but their employment details — pay, hire date, and other HR information — are managed separately on the Employees page under HR & Payroll. The People page covers who the person is, how to reach them, and whether they can log in. See Employees for the employment side.

Where to Find People

Click People in the left-hand navigation sidebar.

Navigation path: Dashboard → People

The People List

People list

What you see on this screen

#	Element	Description
1	Create Person	Opens the Create Person dialog to add a new person to your organization.
2	Column Headers	Sort and filter by First Name, Last Name, Email, Mobile, Phone, Title, and more.
3	Person row	One row per person record. Right-click a row to Edit or take other actions.

The People and Teams tabs at the top let you switch between managing individual people and managing teams. The filter dropdowns across the top (All Entities, All Statuses, All Roles, Active) narrow the list.

Creating a New Person

Click + Create Person to open the dialog. The dialog has three tabs — Person, Work & Accounts, and User Access. When you edit an existing person, a fourth Activity tab also appears:

Tab	When visible	What it contains
Person	Always	Type, status, name, contact details, location
Work & Accounts	Always	Job title, department, account links, notes
User Access	Always	System login toggle and role assignment
Activity	When editing an existing person	Change history for the person record

Tab 1: Person

Create Person — Person tab

#	Field	Required	Description
1	Person tab	—	The default tab when the dialog opens.
2	Person Type	Yes	Classifies this person. Common types: Employee, Customer, Vendor, Subcontractor. Choosing Employee does not add employment fields here — employment setup happens on the Employees page.
3	Status	Yes	Active or Inactive.
4	First Name	Yes	Person's first name.
5	Last Name	Yes	Person's last name.
6	Email	No	Primary email. Required if giving system access.
7	Mobile Phone	No	Mobile number.
8	Work Phone	No	Office or direct number.

Name section also includes Prefix (honorific, e.g. Mr, Dr), Middle Name, Suffix (e.g. Jr, Sr, III), and Preferred Name — all optional. Preferred Contact (No Preference / Email / Phone / Mobile) sits beside Person Type. A Location dropdown at the bottom links the record to a Location — you can create a new Location inline.

Tab 2: Work & Accounts

Create Person — Work & Accounts tab

#	Field	Required	Description
1	Work & Accounts tab	—	Click to switch to this tab.
2	Job Title	No	Their role or position.
3	Department	No	The team or department they belong to.
4	Company	No	Their company name (useful for external contacts).
5	Tags	No	Add tags to group or filter people.
6	Notes	No	Free-text field for additional context (up to 1,000 characters).

The Account Links section has two checkboxes — Link to clients and Link to vendors — that associate this person with one or more client or vendor accounts.

Tab 3: User Access

Controls whether this person can log in to include GO.

Option	Description
Login Access toggle	Turn on to invite this person to log in. Requires a valid email address.
Role	Assigns a role that controls what they can see and do in the system.

When Login Access is enabled, an invitation email is sent automatically with instructions to set their password.

Tip: Only people who actively use the system need login access. Vendors, clients, and passive contacts can exist in the system without a login.

Tab 4: Activity (when editing)

When you open an existing person for editing, an Activity tab appears. It shows the change history for the person record — what was changed, by whom, and when. It is a read-only audit trail; there is nothing to fill in here.

Employment Details Live in HR & Payroll

The Employees page under HR & Payroll is where employment records are created and managed — employee ID, hire date, employment type, pay type and rates, employment status, and termination details all live there.

To set someone up as an employee:

Create the person here on the People page with Person Type set to Employee.
Go to the Employees page and create their employment record.

See Employees for a full walkthrough of the employment record.

Editing a Person

Right-click the row you want to edit and choose Edit from the context menu. The record opens in the same dialog with all tabs populated — make your changes and click Update Person to save.

Other actions available from the right-click menu include Archive (remove the record from active views while preserving history), Manage Roles, Deactivate, Suspend, and Print.

Tips & Best Practices

Set the correct Person Type first — it classifies the person throughout the system.
Setting Person Type to Employee does not create an employment record — finish setup on the Employees page.
Use Tags to segment your people list (e.g., tag field crew separately from office staff).

Documentation Index