Person Types

Person Types are labels you use to sort the people in your system. Every person record in include GO — every employee, vendor contact, client contact — has a Person Type attached so you can tell who's who at a glance. Think of it as a small tag that says "this is an employee" or "this is a customer."

include GO ships with a few default Person Types so you can start using it right away. You'll only need to come here when you want to add, rename, or archive a type.

Where to Find Person Types

From anywhere in include GO, click the Settings icon in the left sidebar (near the bottom). In the Settings sidebar that opens, under the Organization section, click Person Types.

Navigation path: Dashboard → Settings → Organization → Person Types

The Default Person Types

Out of the box, include GO comes with three Person Types:

These three cover most businesses. You can rename them, add your own, or archive the ones you don't use.

The Person Types Page

The page shows a simple table. Unlike most programs that pop up a separate "Add New" window, include GO lets you add and edit Person Types right in the table itself. You click a cell, type, and save — no popups to open and close.

What you see on this screen

There's also an ID column (a small auto-generated number) and a Notes column for internal comments, plus a Save / Cancel area at the far right that only shows up while you're editing.

Adding a New Person Type

Click the + Add Person Type button in the top-right. An empty new row slides in at the top of the table, with the cursor already placed in the Description cell.

What to fill in

The ID and Status cells are filled in for you automatically. New types start as Active right away.

Saving or canceling

• Press Enter from any cell to save. The new row moves into the main list.
• Or click the green checkmark (✓) on the right side of the row to save.
• Press Escape, or click the red X, to cancel and discard the new row.

If something's wrong: A red message appears above the table explaining the problem (for example, "Description is required"). Fix the issue and try saving again.

Editing a Person Type

Click any editable cell — Description or Notes — and you can type directly into it. The Save (green checkmark) and Cancel (red X) buttons appear on the right side of the row while you're editing. Changes don't save until you click the checkmark or press Enter.

You can also right-click on a row and choose Edit from the menu.

Note: Archived Person Types can't be edited. If you need to change one, unarchive it first (see below).

Archiving and Unarchiving

You can't delete Person Types — that would break the records of people already tagged with them. Instead, you archive types you no longer use. Archived types are hidden from the Person Type dropdown on person profiles, but any existing people assigned to them keep the assignment.

Right-click any row to see the menu:

To see your archived Person Types, turn on the Include Archived checkbox at the top of the page. Archived rows show an "Archived" badge and are grayed out until you unarchive them.

Where Person Types Show Up in the App

Person Types are used on every person record in include GO. You'll see them:

• On the People page, as a required field when adding or editing someone
• As a filter option on lists and reports so you can show just employees, just vendors, etc.
• In the Importer when bulk-adding people from a spreadsheet

Because every person needs a Person Type assigned, make sure the types you keep active cover everyone you'll need to enter. If you try to archive a type that's still assigned to active people, existing people keep their tag but no new people can be added under that type.

Who Can Edit This Page?

Anyone with the Settings View permission can see the Person Types page. Only users with the Settings Manage Person Types permission can add, edit, or archive types. By default this means Super Admin and Branch Manager roles.

If a user can see the page but the Add Person Type button is missing, their role is missing the manage permission. An administrator can add it under Roles & Permissions.

Tips & Best Practices

• Start with the defaults. Employee, Vendor, and Client cover most use cases. Only add more when you find yourself wishing you could filter People in a way the defaults don't support.
• Keep descriptions short. "Contractor" reads better than "Independent Subcontract Labor Provider" in a dropdown.
• Use Notes to define ambiguous types. If you add "Lead" and "Prospect," write in Notes how the two differ so your team uses them consistently.
• Archive, don't delete. Historical records stay clean if you archive instead of trying to remove a type.
• Don't rename defaults lightly. If you rename "Employee" to "Staff Member," every person tagged as "Employee" now shows as "Staff Member" everywhere. That might be what you want — or might confuse your team.

Common Questions

Can I rename a Person Type after I create it? Yes — click into the Description cell, type the new name, and save. The change takes effect immediately for every person tagged with that type.

What happens to the people I've tagged if I archive a Person Type? They keep their tag. You just can't assign any new people to that archived type until you unarchive it.

I accidentally archived a type. How do I get it back? Turn on Include Archived at the top of the page, right-click the archived row, and choose Unarchive.

Why can't I change the Status column directly? Status is controlled by the Archive/Unarchive actions in the right-click menu so you don't accidentally archive a type by clicking the wrong cell. It's a safety feature.

Do I have to use the default types? No — you can archive the defaults and use your own. Just make sure whatever types you keep active cover every person you'll need to add.

Related Topics

• People — Where Person Types get assigned to actual people
• Project Types — Similar list, but for classifying projects instead of people
• Roles & Permissions — Control who can edit Person Types