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 Withdrawn Applications — applications that were pulled.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. Users — the people with a login on the platform. See Users. To work with applicants in detail, see 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questionnaires Submitted Applications Completed applications Guest Card Applications Guest card entries Withdrawn Applications Applications that were pulled Contact Us Requests Questions sent through the contact form Work a list Each list works the same way: Search to find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 The Withdrawn list shows the applicant, email, property, and the date they withdrew.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.