People

People records represent employees, contractors, or anyone you assign assets to.

What a person contains (current UI)

• fullName (required)
• email (required)
• Optional: phone, department
• Custom fields (key/value) — see Custom Fields

Core workflows

Create or edit a person

• Add from the People list (Add Person)
• Edit from the person profile (Edit)

Upload people via CSV

See CSV Import (People) for a full guide.

View assigned items + history

On a person profile you can see:

• A profile header with quick actions (Offboarding, Delete, Edit)
• Very long full names are constrained in the header so they do not overtake adjacent UI; the full name remains available on hover
• A summary row with Assigned assets, Overdue, Department, and Total events
• Currently checked out items (current assignee state)
• Assignment history (audit log of changes over time)

Offboarding checklist

Each person profile includes an Offboarding view:

• includes a short description that explains the checklist purpose
• lists all assets currently checked out to that person
• asset name and tag in the checklist link directly to the asset detail page
• allows per-item Mark returned (check in)
• supports Check in all with confirmation
• shows All items returned when the list is empty

Related docs

• Assignments & History
• Custom Fields
• CSV Import (People)
• Trash (Restore / Permanently Delete)