Person Types are labels used to categorise the people in your system — for example, Employee, Vendor Contact, or Client Contact. They help you filter and segment your People records and control how contacts are classified across accounts, projects, and teams.
The system comes with a few default types that can be customised to match your organisation.
Where to Find Person Types
Person Types are managed under Settings > Business Unit Settings. In the left-hand settings sidebar, click Person Types under the Organization section.
Navigation path: Dashboard → Settings → Business Unit Settings → Person Types
The Person Types List
What you see on this screen
| # | Element | Description |
|---|---|---|
| 1 | Settings Sidebar | The left sidebar groups all Business Unit Settings. Person Types is highlighted under Organization. |
| 2 | Page Header | Shows the section title and description. |
| 3 | Create Person Type | Blue button in the top-right. Click to add a new person type. |
| 4 | Search Bar | Type to filter the person type list in real-time. |
| 5 | Column Headers | Click any column header to sort or filter the list. |
Creating a New Person Type
Click the + Create Person Type button to open the dialog.
Form Fields
| # | Field | Required | Description |
|---|---|---|---|
| 1 | Display Value | Yes | A unique numeric identifier (e.g., 1, 2, 100). Appears in dropdowns and exports. |
| 2 | Description | No | A label for the person type (e.g., "Employee", "Sub-Contractor", "Client Contact"). |
| 3 | Notes | No | Internal notes about when this type should be used. |
Example: Creating an "Employee" Person Type
- Display Value =
1 - Description =
Employee - Notes =
Used for all internal staff members
Click Create Person Type to save.
Editing a Person Type
Click the pencil icon in the Actions column. The dialog opens pre-filled with the current values. Make your changes and click Update Person Type.
Deleting a Person Type
Click the trash icon in the Actions column. If this type is assigned to existing people records, consider leaving it in place to preserve data integrity.
Tips & Best Practices
- Keep Display Values simple and sequential (1, 2, 3) for predictable sorting.
- Use clear Descriptions — users see these when creating People records.
- Default types are seeded automatically — review them before adding new ones to avoid duplicates.