People
Overview
Learn how to manage people in Kiplot's People section, including adding new people, selecting accounts, and managing existing ones.
People in Kiplot
The People configuration tab refers to the individuals that you want to assign capacity to. Once added here, you can organize the individuals into separate teams within the Teams section in Strategic Portfolio. Only people enabled on this page will surface within a team in Kiplot and can have capacity added against them.
Adding a person
Navigate to the Configuration page via the main sidebar and select the People tab.
Click the ⨁ Add person button. This will open the Add person modal.
Within the Add person modal, you will see a Select account dropdown. Start typing the account name in the dropdown if the person you want to add exists as a user in Kiplot.
If the person is not a user in Kiplot (does not have an account on Kiplot), follow the 'Create by name' step by simply typing in the name and selecting add. You can always link an account to a person on this page at a separate time by clicking the three dots next to a name.
Double-Check Account Name Before Linking
Make sure the account name is correct before linking to avoid errors.
Some individuals may serve solely as a reference for capacity in Kiplot and may not have their own accounts. However, they can still be included in teams within Kiplot as long as their names are listed on this page.
However, if the individual already has a Kiplot account, you can link it to them. This can be done either while adding the person on this page or later by clicking the ellipses next to their name. You’ll then need to choose the specific account you want to associate with that individual.