People.ai

Manage users and configure your organization settings.

Administration

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

Create user groupings outside of the standard role hierarchy.

Custom Teams

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

Manage Executive Users

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

CRM Scan

Business Impact

CRM Impact

Reporting

Configure SAML-based SSO for your organization.

Single Sign On

Customize how your Backstory environments are identified upon login.

General Settings

View your organization's list of internal email domains.

Domains

Manage general settings, domains, and single sign-on (SSO).

Organization Settings

Choose which CRM records are enabled for SalesAI.

Record Selection

Configure how Backstory analyzes your data

Data Analysis

Admin Panel Page Directory

Overview of the Backstory Admin Panel features

Overview

Find answers and get help from Intercom Support and Community Experts

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