Creating & Editing
Adding, Editing, Archiving, Deleting Resources
Adding People and Other Resources
Please note: You need to have manager or higher permissions to add people profiles and other resources. Contact an administrator in your account if yo...
Bulk Import your Team into your account
Please note: You need to have administrator permissions (or edit all permissions for resources) to add/import people profiles and other resources. Con...
Editing People and Other Resources
Please note: You need to have manager or higher permissions to edit people profiles. Contact an administrator in your account if you need increased pe...
Archiving People and Other Resources
People and other resources can be archived when they are temporarily no longer needed and while archived they do not count towards the cost of your pl...
Deleting People and Other Resources
To permanently delete a person or other resource, click on their profile in the People & Resources section, then the three dots in the right corner ...