# People

Manage applicants, owners, and platform users.

# People

People is your directory for everyone on the platform — applicants, owners, and users. Use it to find a person or a record and open it.

> 📸 Screenshot: the People directory.

## What the directory holds

The screen groups people into tiles. Select a tile to open its list.

**Applicants** — everyone applying for a home:

- **Questionnaires** — submitted pre-qualification questionnaires.
- **Submitted Applications** — completed applications.
- **Guest Card Applications** — guest card entries.
- **Withdrawn Applications** — applications that were pulled.

**Owners** — the property owners you serve. See [Owners](/books/admin-portal/page/owners).

**Users** — the people with a login on the platform. See [Users](/books/admin-portal/page/users).

To work with applicants in detail, see [Applicants](/books/owner-portal/chapter/applicants).

# Applicants

This is where you track everyone applying across the platform. The work is split into lists, so you can focus on one type at a time.

> 📸 Screenshot: an admin applicant list.

## The lists

| List | Holds |
|------|-------|
| Applicants | Everyone applying — "Manage and view all applicants" |
| Questionnaires | Submitted pre-qualification questionnaires |
| Submitted Applications | Completed applications |
| Guest Card Applications | Guest card entries |
| Withdrawn Applications | Applications that were pulled |
| Contact Us Requests | Questions sent through the contact form |

## Work a list

Each list works the same way:

- **Search** to find a person fast.
- Filter by **status** where the list offers it.
- Select **Export** to download the list (where available).

## Open one applicant

Select a row to open the applicant. From there you can see their **questionnaire** and their **application** in full.

The **Withdrawn** list shows the applicant, email, property, and the date they withdrew.

# Owners

Owners is your directory of the property owners you serve. Use it to find an owner and manage their account, users, properties, and billing.

> 📸 Screenshot: the Owners list.

## Read the list

The table covers owners across every region.

| Column | Shows |
|--------|-------|
| Owner Name | The company or owner name |
| Region | Where the owner operates |
| Users | How many users the owner has |
| Properties | How many properties the owner has |
| Billing | The owner's billing status |

## Add or edit an owner

Open an owner, or add a new one, and set their **Company Details**:

- **Company / Owner Name**
- **Region**

From an owner you reach their users, their properties, and their billing.

# Users

Users is your directory of everyone with a login on the platform. Use it to add a user, set their roles, and check their account.

> 📸 Screenshot: the Users list.

## Read the list

| Column | Shows |
|--------|-------|
| Email | The user's sign-in email |
| Relationship | How the user is tied to the platform |
| Roles | The roles that set what the user can do |
| Email Verified | Whether the user confirmed their email |
| Actions | Edit the user |

A user who is switched off shows an **Inactive** status.

## Add or edit a user

Open a user, or add a new one, and set:

- **First Name** and **Last Name**
- **Email**
- **Relationships** — how the user connects to owners or properties
- **Roles** — what the user is allowed to do

Roles control access, so set them with care.