People and teams information feature

Discover how to quickly visualize the key information of a person or team

Availability - Free Plan - Basic Plan - Pro Plan - Business Plan 

Topics

Overview

With the people and teams information feature located in the People section, you can view a person's workspaces, initiatives, files, and teams, as well as their personal information and featured files, prior to accessing an initiative. Simply click the button information information_icon.

Viewing a person information

When accessing a person's information, you can view:

  • Personal information - The person's personal information. E.g.: email, phone, social media, etc.
  • Workspaces - The workspaces that this person has access to.
  • Initiatives - The initiatives in which this person is involved.
  • Files - The files in which this person is related or involved.
  • Teams - The teams in which this person participates or has access to.

The view of this information may vary based on your access permissions.

Access and resources

  • Click on View button 1 to see all the detailed information about the selected person.
  • Click on the thumbnail of a workspace 2, initiative 3, file 4, or team 5 in common with the person to access it.

people_info_feature

Viewing team information

By accessing a team's information, it's possible to view the same information as described in the previous section's people view in this article, in addition to the team's participants 6 and related demands 7.

The view of this information may vary based on your access permissions.

  • Click on View button 8 to see all the detailed information about the selected team.
  • Click on the thumbnail 9 of a demand, file, initiative, or workspace in common with the team to access it.
  • Click on the Vertical menu button menu_dots_icon 10 to delete the team (exclusive resource for the manager user).

teams_info_feature

See also