People - Fluid

The People screens are where your team manages the people around your company: your customers and reps, the admins who run your admin, and the contacts your reps follow up with.

Where to find it

In the admin sidebar, select People. It opens to show its screens. You see only the screens your role can view.

Customers

Find, add and manage customers and reps, each on their own member card.

Admins

Add and invite admins, and choose the roles that set what each one can do.

Contacts

Keep your company’s contact records and assign each contact to a rep.

Roles: what each role can see and do in the admin.
Member Types and Ranks in Settings.
Messaging: message your reps and customers.