user – people tab overview

  • Updated

The PEOPLE tab represents all individuals created as contacts within Neostella. Each person stored in this tab is both a contact and a user, making it the foundational layer for identity management across the platform.

This tab stores users as individual records (rows) containing general information and provides direct access to the people editor, where admins can review and manage detailed user data such as user information, contact information, employment information, groups, and activity.

The PEOPLE tab acts as the central source of truth for contact data. Multiple tools depend on this data, including Groups, Permission Sets, Objects, Documents, or Finance. Due to this dependency, the People tab serves as the core user database across Neostella.

access the people tab

From the Control Center:

1. Click Access.
2. Click Users.
3. Select the PEOPLE tab.

people tab dashboard

The PEOPLE tab dashboard is designed to support user creation, discovery, and management from a single view. It includes:

1. Users tool

2. PEOPLE tab 

  • + NEW USER button 
  • User builder

3. Toolbar

4. People table

  • First Name column
  • Last Name column
  • Preferred Name column
  • Email column
  • Groups column 
  • Tags column
  • Active column
  • Last Update date column

5. People editor 

 

 

+ new user button

The + NEW USER button opens the user builder, where new users are created in Neostella.
All users are created as contacts first and then added to the people table for further configuration.

All users are contacts, while not all contacts are necessarily users.

user builder

The user builder opens after clicking + NEW USER and is where new user/contact records are created. This step establishes the user’s core identity before they are managed through groups, permissions, or activity tracking.

toolbar

The toolbar in the PEOPLE tab provides admins with tools to customize how user data is presented and accessed. From this area, admins can show or hide table columns, apply filters to narrow down user information, adjust row density to control how much data is visible at once, export the current view to a CSV file, and quickly locate users using the search bar.

The toolbar has user preferences configurations, including column visibility, filters, and display settings that are now stored per user. These preferences are designed to reset after the user session ends. 

people table

The people table displays all users as individual records. Each column provides quick visibility into key user attributes.

Column NameDescriptionExample
First NameFirst name of the contact/user; serves as a direct link to the People EditorMaria
Last NameLast name of the contact/userGonzalez
Preferred NameName the user prefers to be identified byMaria
EmailPrimary contact email for the usermaria.gonzales@neostella.com
GroupsGroups the user is a member ofSupport, Admins
TagsTags assigned to the contact/userOnboarding, Manager
ActiveIndicates whether the user is activeYes
Last Update DateMost recent update made to the user recordJan 15, 2026

people editor

The people editor is accessed by selecting a user from the people table. It allows admins to view and edit user details, manage group membership, and review activity associated with the contact/user within Neostella.