People.ai

Create and manage profiles that control activity data intake and matching.

Configuration Profiles

Automatically assign settings to new users created via Automatic Mode.

User Settings Rules

Control how your executives' activity data is captured and displayed.

Manage Executive Users

Create user groupings outside of the standard role hierarchy.

Custom Teams

Manage your users and team hierarchy manually or automatically.

Users and Teams

Easily manage which users are assigned to each level of your forecasting hierarchy.

Forecast User Assignments

Add or update large numbers of users at once.

Manage Users via CSV Upload

Manually assign team managers even when Automatic Mode is enabled.

Manual Team Manager Assignment

Forecast Hierarchy Management

Add, edit, and remove users manually or automatically

User Management

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