users – people tab: people editor overview

  • Updated

The people editor is a core feature of the Users tool that allows administrators to view and manage detailed information for individual users/contacts within Neostella. It serves as the primary interface for editing user data and reviewing how a person is configured and interacts across Neostella.

Through the people editor, admins can manage user, contact, and employment information, update group membership, assign tags, reset passwords, deactivate users, and review a complete log of user activity. This makes the people editor a central tool for both data management and audit visibility related to users.

access the people editor

From the Control Center:

1. Click Users.
2. Click on the PEOPLE tab.
3. Locate a contact/user and double-click their name.
The people editor opens in a dedicated view.

people editor dashboard

The people editor dashboard provides a consolidated view of the user’s identity, status, and available management actions. This dashboard includes the following elements:

1. Contact/user name
2. Type of contact/user (internal/external)
3. Reset Password and Deactivate User menu
4. Contact email
5. Assign Tags button
6. DETAILS tab
7. GROUPS tab 
8. ACTIVITY tab

contact / user information

At the top of the people editor, admins can quickly identify and manage the user. This area displays the contact’s name, whether the user is internal or external, and provides direct actions such as resetting the password or deactivating the user. It also shows the primary contact email and includes the Assign Tags button for classification and organization.

groups tab

GROUPS tab = manage user group membership.

The GROUPS tab displays all groups the user is currently a member of. From this tab, admins can add or remove the user from groups, directly affecting permissions, access, and behavior across the platform.

activity tab

ACTIVITY tab = user action audit log.

The ACTIVITY tab records all actions performed by or associated with the user. Each entry includes:

Field NameDescription
ActionAction performed by or associated with the user, this is clickable and takes the user to the action panel for details.
Date and TimeDate and time when the action occurred
Object TypeType of object involved in the action
Object NameName of the object involved
Object IDUnique identifier of the object
ContextContext in which the action occurred
Context Object NameName of the related context object
Context IDUnique identifier of the context object

This audit trail provides visibility into user behavior and supports troubleshooting, compliance, and operational reviews.