Welcome to People!
To get an overview of People and learn about its features, check out the product page, or watch the . If you’ve been invited to People and are ready to get started, learn the basics through these articles.
- Add a Person
- Track Information
- Create Workflows
- Create Lists
Viewers & Editors
If you’ve been invited as a Viewer or Editor, these lessons will get you started.
- Import a CSV File
- Utilize the Dashboard
- Manage Membership
- Create Common Lists
Managers
If you’ve been invited to use People as a Manager, these lessons will get you started.
Brand New?
If your account has just been created and is empty, this Setting Up Guide will get you started from scratch.
Setting Up GuideHelp & Training
Here are some links to more resources to help you get started with People.
-
Watch the hour-long course to learn about People from top to bottom.
-
Get answers by searching or browsing our full People documentation.
-
Help is built into People. Just click the ? in the top right of the application.