The people directory

The directory brings together two kinds of people. Team members are the users who have accounts in your organization — admins, members, and contractors. Contacts are the external people and companies you keep on file, such as clients and vendors.

Team members are managed in Organization Settings under Users, where each person is listed with their account details and role. Contacts live in the Contacts module. The AI assistant can search across both at once.

• Team members: people with a login in your organization (admins, members, contractors).
• Contacts: external people and companies, such as clients and vendors.

Each member in the Users list shows their name, email, and profile photo, along with the role and status that govern what they can do and whether their account is active.

Members also carry the pay rates and assignment information that the rest of the platform draws on. This keeps scheduling and billing working from the same source of truth as the directory.

• Name, email, and profile photo.
• Organization role: admin, member, or contractor.
• Status: active or inactive.
• Date the person joined the organization.
• Hourly rate and day rate, when set.
• Number of projects the person is assigned to or owns.

Every team member holds one organization role. Admins manage the organization, including the member list, invitations, and settings. Members do day-to-day work across the modules they have access to. Contractors have a narrower view focused on their own assigned work.

Because contractors are scoped to their own work, they do not see the full member list or external contacts the way admins and members do.

Separate from the admin/member/contractor account role, your organization can define its own crew roles — the job functions your team fills on events, such as the trades and positions specific to your production work. These are set up under Roles in Organization Settings.

Crew roles are assigned to members and appear alongside them in the directory. When you build a shift, you can attach a crew role so the schedule reflects the function each person is filling, which makes it easier to staff events with the right people.

The directory is the backbone for staffing. The members and crew roles you maintain here are the same people and functions you draw on when assigning shifts, so keeping the list current keeps your schedule accurate.

Pay rates stored on each member — hourly and day rates — flow into how work is costed, so the directory doubles as the place to keep compensation details up to date.

The AI assistant can search your organization's directory in plain language. It looks across both team members and contacts and returns names, emails, phone numbers, and roles, so you can ask things like who is on the team or how to reach a particular client without leaving the chat.

You can narrow a search by name, email, or company name, and limit it to just people, just companies, or just team members. The assistant only searches within your current organization and team scope, and contractors get a reduced view that does not expose external contacts.

Add new members by inviting them from the Users list in Organization Settings; pending invitations are tracked there until they are accepted. Update a person's role, status, rates, or project assignments from the same place as your team changes.

Because scheduling, billing, and the assistant all read from these records, a tidy directory pays off everywhere — correct roles lead to better-staffed shifts, accurate rates lead to cleaner costing, and reachable contact details keep communication moving.