The Manage > People screen shows all Resources, Client Contacts, Consultants and Administrators in your Invoxy account.
From this screen you can add new people by clicking the green Add Person button.
You can search for People in your account using the search bar in the upper right of the list. You can search using multiple terms by typing a space between terms. Each term is an AND condition, so if you type Approver Mike it will find people with Mike in the name AND Approver.
The search terms will find matching terms using the Name, Role, Approver, Owner, User and Pending. User will show all people who have user access, Pending will show people who have been invited but have not yet set up their user access.
Search terms can be cleared by click on the Clear All link or individual terms can be cleared by clicking on the x beside the term.
The list of people shows a number of different icons and labels representing different states for a person -
|Linked to an employee record in KeyPay Payroll|
|Linked to a candidate record in JobAdder ATS|
|Linked to a candidate record in Bullhorn ATS|
|Linked to an employee in Xero Payroll|
|Has user access to Invoxy|
|Has been invited to Invoxy but hasn't completed|
|Can approve time sheets for placements they are a member of the team|
|Is the owner of the Invoxy account|
|Person has user details changes or onboarding awaiting approval|
In the burger menu to the right of the search bar you can turn on the option to only show people who have an active placement. An active placement means the start and end dates span today.
A person record can be edited by clicking on the button.