Who can use this feature?
The People section allows you to view/manage client, referral, and staff profiles depending on your permissions.
View user profiles
1. Navigate to the People section from the portal menu.
2. Use the search bar to find someone by:
- First name
- Last name
- Preferred name
- Email address
3. Use filters to refine your results. Available filters include:
- User Info
- Type
- Status
- Service Provider Assignment*
- Staff Assignment*
- Demographics
- Sex
- Age
- Client Stream
- Identifies As
- Education Level
- Service Engagement
- Stream
- EAP Status
- Employment Status
- Location
- Postal Code
- City/Town
- Access & Mobility
- Occupations & Skills
- Activity
*Based on user permissions.
4. Select a client’s name to view their profile.
My clients only toggle
Quickly filter the People screen to show only clients assigned to you by using the My Clients Only toggle, located at the top of the table.
When this toggle is turned on:
- The list updates to display only clients assigned to you.
- This filter works alongside other filters you’ve applied, narrowing the results even further if needed.
Customize table columns
You can personalize the People screen to match your workflow using the Customize Columns dropdown.
To customize the table:
- Select Customize Columns near the top-right corner of the table.
- Use the checkboxes to choose which columns to display.
- Drag and drop items in the list to reorder the columns.
- Select Reset to Default to return to the standard column layout.
Your selections are saved automatically, so the table will appear the same way next time you visit the screen.
