People List
The People section manages the individuals in your organization who use, maintain, or are responsible for assets. People records are linked to assets through check-out, transfer, and custodian assignments.
A person is a personnel record — someone who can be assigned assets. A user is a login account that allows someone to access the application. Not every person needs a user account, and not every user needs a person record. See User Management for details on creating login accounts.
Browsing People
Navigate to People from the main menu. The people list displays all personnel records in a searchable, sortable table. Click any row to open that person's record.
Filtering
Use the left sidebar to filter the list:
- Personnel Groups — Click a group to show only people in that group. Personnel groups represent departments, teams, or other organizational divisions (e.g., "IT", "Facilities", "Marketing").
- Locations — Click a location to filter by assigned location.
Click the selected item again to clear the filter.
Searching
Use the search box to find people by name, personnel number, email, or other fields. Results update as you type.
Adjusting the View
Use the Show Rows dropdown to control how many records appear per page.
Toolbar Actions
| Button | Action |
|---|---|
| New | Create a new person record |
| Delete | Move selected records to the trash |
| Refresh | Reload the list |
The More menu provides additional options:
- Export to Excel — Download the current list view as a spreadsheet.
What's Next
- Adding People — Create new personnel records.
- Editing People — Update details and view checked-out assets.