Viewing a person profile

  1. In the command bar, click on Profiles.
  2. Select People from the dropdown menu.
  3. To view the person's profile, click on their name in the Current List of People box.
    1. Use the Filter field to filter the list of profiles by name or email address.
    2. Use the page controls to change how may profiles display at once and to navigate between pages.
    3. Click on a column heading to sort by that column in ascending order. Click it a second time to sort in descending order.

See the Example Profile section below to see what a person profile page looks like.

The Current List of People panel

Example Profile

When viewing a profile, you can:

  • Delete the profile
  • Edit it's general information (name, email, etc.)
  • View, add, and edit new relationships, memberships, interactions, tasks, and projects

Example of a person profile

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