The person profile

The person profile gathers everything about one person into tabs. The header shows name, title, home department, and status — plus QR sharing and the edit button for those with access. Everyone can edit their own profile; beyond that, update permission is required, either globally or for a group the person belongs to.

The tabs

• Overview — contact, work, personal details, welfare, and bio, with the edit form behind Edit.
• Work — group memberships with role (Member or Head), work rules with a primary work type and overrides, work roles (competencies in three tiers), the leave summary, and production roles with character and department.
• Reservations — unavailability and standing patterns. See Availability and reservations.
• Documents — HR documents and certifications with issued and expiry dates. Expiring certifications are flagged in the people list.
• Admin — emergency contacts and administrative information.
• Settings — the linked login account: primary group, Send link for password setup, disabling the account, and the person’s GDPR export of their own data.

Sensitive fields

Medical notes, administrative information, documents, certifications, and the leave summary require the sensitive-data permission. People always see their own.

Deactivating a person vs disabling the account

These are two different things:

• Deactivate Person (in the edit view) hides the person from active lists — planning, pickers, timesheets. Everything is kept, and reactivation is one click.
• Disable the account (under Settings) stops sign-in, but the person stays visible and plannable. You can’t disable your own account.

Use deactivation when someone leaves; use account disabling when someone shouldn’t have access for a while but still appears in the plan.