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People

The People directory holds everyone your organization works with — gathered from connected sources or added by hand.

The People directory

Person Member
What it is A directory entry A seat in the workspace
Can sign in? No Yes
Costs a seat? No Yes
Lives in Alignment → People Administration → Members

A Person is anyone working at or for the company — employees, contractors, advisors, board members. It’s a record, not an account. Customers and prospects belong in Memory as topics, not here.

A Member holds a seat and can sign in. Most People aren’t Members.

A Person is linked when they have an Alma account, and a shadow when they don’t. Promoting shadow to linked happens automatically on sign-in; groups, reporting lines, and rates all carry over.

Badge Means
On Alma Linked to a real profile
Invited An unclaimed invite exists for their email
Not invited No invite has been sent
  • New person — add one at a time.
  • Import — paste a list (Alex Kim <alex@acme.com>) or upload a CSV/TSV.
  • Research campaigns propose people from your sources, arriving as suggested.

Filter by group, manager, or status, and search by name. Bulk-select rows to add or remove a group across multiple people.

A person’s detail page

  • Groups — which they belong to
  • Connections — required personal accounts and their status
  • Reporting — who they report to
  • Compensation — their loaded hourly rate

You can only remove an individual connection requirement here. One inherited from a group must be changed on the group.

Loaded rates price ROI calculations. Rates cascade, most specific first:

  1. The person’s rate
  2. Their group’s rate
  3. The workspace default
  4. A built-in $90/hr

Set the workspace default, override for groups whose cost differs materially, and set individuals only where it matters.