Table of contents
About People view
The People view helps you connect with anyone in your organization—whether you're looking for someone on a specific team or trying to remember a new person's name.
At first glance, it might look like a digital photo wall. but it’s much more than that. People is a flexible, searchable directory that can be adapted to a user’s needs.
At a glance
Find people: Use filters to quickly narrow the view by department, role, location, project team, and more. The sort or layout can also be changed to get the view just right.
You can also apply Smart Lists to save and return to frequently used filters (more on that below). Learn more about how to use Search and Filters to find people here.
Connect with people: Click on someone’s profile picture to:
- Direct message them (if your organization has Discussions enabled)
- Send a Shout-Out to recognize a coworker’s great work in the Activity feed
- View in Teams (if enabled) to see their place in your org chart
Smart Lists in People view
Smart Lists let you save commonly used filter and sort settings in the People view for quick access later.
When you open People, Smart Lists can be accessed in two ways depending on your preference:
Option 1: Sidebar
If you prefer to keep Smart Lists visible while browsing the People view, open the sidebar. Using the sidebar is best for those that switch between Smart Lists frequently.
Note: To close the sidebar, click the Close Sidebar button in the top-right corner. The sidebar will stay closed until you reopen it—even if you leave and come back.
Option 2: Dropdown menu
If you want to preserve screen space and don't switch between Smart Lists often, keep the sidebar closed and just use the dropdown menu at the top of People.
Note: On desktop, the sidebar can be opened via the Open in Sidebar button in the dropdown menu.
Creating a Smart List
To create a Smart List:
- Open the Filter or Settings panel
- Make changes to the settings and/or filters and click Done
- Click on the save icon in the right corner and select "Create New Smart List"
- An alert will appear to select the icon and name of your new Smart List
- After selecting an icon and entering a name, click Save
- Your new Smart List will now appear in My Smart Lists
Sharing a Smart List with everyone
System Admins can promote a Personal Smart List to an Org-wide Smart List that's visible to everyone.
To create an Org-wide Smart List:
- Create a Smart List (see steps above)
- Hover over it (desktop) or tap the menu (mobile)
- Click its three-dot menu
- Choose the "Share with Everyone" action
- An alert will appear to select the icon and name of your new Smart List
- After selecting an icon and entering a name, click Share
- The new Org-wide Smart List will now appear under the default system-managed Smart Lists or any other Org-wide Smart Lists
Note: Once a Personal Smart List is promoted to an Org-wide Smart List, any System Admin can change or delete it.
Managing Smart Lists
When Smart Lists are displayed, they will be shown in two sections:
- Default system-managed Smart Lists are in the top section, and
- My Smart Lists will show all personally saved Smart Lists.
- The Everyone Smart List can’t be renamed, hidden, or deleted
- The Status Set and Online Now Smart Lists cannot be renamed or deleted, but can be hidden
- Org-wide Smart Lists can be hidden, but only System Admins can modify, rename, or delete them
- Personal Smart Lists can be modified, hidden, renamed, or deleted
To manage a Smart List:
- Hover over the Smart List name (desktop) or tap it (mobile)
- Click its Action Menu (three dots)
- Choose your option and follow the steps provided
Note: Hidden Smart Lists are still saved—you can reveal them by checking “Show hidden Smart Lists” at the bottom of the panel
You can also choose which Smart List opens automatically when you go to People. If there’s a Smart List you use most often, you can select 'Always Start Me Here' so it’s selected automatically when you open a view.
- Hover over the Smart List name (desktop) or tap on it (mobile)
- Click its Action Menu (three dots)
- Choose 'Always Start Me Here'
When a Smart List is set as the default, an indicator appears in its action menu.
Note: Defaults are saved per device, so the Smart List that opens on desktop can be different from the one that opens on your phone.
System Admins can also choose which Smart List is selected automatically for any New User that joins the platform. This ensures new employees start in the most helpful view when they first open People.
- Hover over the Smart List name (desktop) or tap on it (mobile)
- Click its Action Menu (three dots)
- Choose 'Start All New Users Here'
Note: Default Smart Lists for new users apply across all devices, so the Smart List that a new user opens to on desktop will be the same as the one on their phone.
To modify an existing Personal Smart List:
- Select it
- Open the Filter or Settings panel
- Make changes to the settings and/or filters and click Done
- Click on the save icon in the right corner and select "Save Changes"
To modify an existing Org-wide Smart List you must be a System Admin:
- Select it
- Open the Filter or Settings panel
- Make changes to the settings and/or filters and click Done
- Click on the save icon in the right corner and select "Save Changes for Everyone"
Note: A System Admin can change an Org-wide Smart List back to a Personal Smart List by making changes to the settings and/or filters and creating a new Personal Smart List. After that, simply delete the existing Org-wide Smart List.
Layout options
Switch between two layouts by selecting the Settings icon and then choosing your layout.
1. Photo Wall layout for a visual-first directory
2. Gallery layout to see names, titles, and locations at a glance. System Admins can control what appears on cards. Learn more
Badge indicators
Badges appear on a Profile to help you quickly understand what’s going on across your organization.
They show you:
Who’s currently online (green circle)
What each person’s Status is set to
Who is an External Contributor (orange triangle indicates someone who is not a regular employee)
Any User Badges assigned by your organization
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