The People directory is where you can view and manage all personnel who are included in a repeat group. For example, this could be your list of employees who will be signing-in every day or are required to host other visitors.

To access the page, click the People tab in the top navigation bar.

To easily switch between groups, click the name in the group selector and choose from the dropdown list. Selecting Add & Manage Groups will bring you to the Groups section of the admin portal. Check out how to manage groups for more details.

You can add group members individually or via CSV upload.

To add an individual group member to a repeat group, click Add member in the top right-hand corner of the page. Here you will see group profile-only fields, as well as any group sign in fields displayed that are designed to be skipped once answered, and/or pre-populated for future visits.

You will then add information through the Details, Notifications, and Safety tabs.

Manage which host notifications this member should receive using either the group default, or you can customise the following for the member:

Manage a members emergency contact(s), evacuation point(s), and security pin if required. Note: option to add Evacuation points and security pin are only available fields to be entered once the group member has been created.

From this tab you can choose whether to use the group default permissions for companion app, or set a custom configuration for this members companion app permissions:

Once selected you can also send an email invite to the member. Tick Send Sign In Companion app invite and then click Add member.
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To import group members in bulk via CSV:

2. Download and complete the CSV template. Keep the column headers unchanged when filling in the member details. If you have multiple groups, upload a separate CSV for each group.

3. Optionally, send an onboarding email to all imported members. If you choose to do so, it will look similar to this:

4. Upload your CSV file back into the portal.

5. At the same time, you can choose whether to update any existing members that are also included in the file.

You can do this by selecting a profile field to uniquely identify the members such as Name, Email etc.

If you would like to remove any members not included in the import at the same time, then you need to select the checkbox "Archive members not included in the import" to do so.

To edit an existing member, select their name from within the people directory for that group to open the member modal:

From here, you can edit the following:

To add a QR code or RFID tag to the member, click the QR/RFID tab and select:

To view or add member documents, click the Documents tab.

From here, you can see any documents generated on sign in, and you can also add individual member documents with optional expiry dates:

From this tab you can choose whether to use the group default permissions for companion app or override these by setting a custom configuration for the member.

You can also send a companion app invite from this screen:
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Once connected, you will see a list of any connected devices:

In addition to the list of Current members in the People directory, you can switch between Upcoming and Archived.

Upcoming will show members who are scheduled to begin at a future date:

Archived shows a list of any members who you have marked as archived. You can restore or delete an archived member by clicking on their name to open the member modal:

Within the People directory, you can further filter your view by clicking Filters > Add Filter. Then, choose the specific profile field(s) you would like to filter members by.

Additionally, to customise the columns that are visible in the main directory, click the cog icon on the right-hand side and select the information you would like to display.

The Actions button allows you to perform one of four actions within the portal. First, select the members you'd like to include by clicking the checkboxes to the left of their names in the table.

Then, click the Actions button and choose one of these options:

We hope you found this guide helpful. If you have any questions, please reach out to [email protected]