People
Every member. Every relationship. One reliable record.
Bring spreadsheets, paper rosters, and old databases into one shared member system built around your union’s terminology and structure.
One union. Every member.Bring every member record into one reliable system.
01Start where you are
Bring your records over, or start clean.
Upload an Excel or CSV, map the columns you already use, and preview every change. Starting fresh? Configure your structure first or add people one at a time.
ImportsBring people, credentials, assignments, organizations, and worksites into People.
1Upload2Mapping3Matching4Validation5Preview6Confirm7Complete
One spreadsheet, everything at once. Map person details and employment details from the same rows.
MEM_NOMember NumberM-1048FIRST_NAMEFirst NameAliciaLAST_NAMELast NameRiveraWORK_LOCWorksiteWest Operations CentreCLASSClassificationTransit ElectricianCELL_OKMobile Consent (SMS + Voice)YesMEM_NOFIRST_NAMELAST_NAMEWORK_LOCCLASS
M-1048AliciaRiveraWest Operations CentreTransit Electrician
Begin without re-keying years of history or waiting on a black-box migration.
More you can do
Save reusable mappings across people, workplaces, organizations, assignments, credentials, and custom fields. People checks for duplicates and errors before import, keeps a batch history with rollback, and lets you combine manual entry with later imports in the same database.
02Built around your union
Name the people and structures the way your union does.
Define members, staff, stewards, organizers, executives, retirees, and other people with your own labels. Configure the organizations, worksites, fields, and profile sections your local uses.
People TypesConfigure the roles and types used across People.
People fits your union's language instead of forcing everyone into a generic contact.
More you can do
Give one person several roles using your labels, colors, icons, and translations. Create organization types for employers, vendors, agencies, committees, and partners, then configure profile fields, visibility rules, and protected exports without code.
03One person · Full context
Open one record and understand the person.
Keep contact details, roles, assignments, classifications, representation, credentials, notes, files, consent, and history together in one permission-aware record.
Alicia RiveraMemberSteward•Active
Metro Transit Services · West Operations Centre
alicia.rivera@example.com (416) 555-0142 Toronto
DetailsContactsNotes (3)FilesActivityCredentialsCommunications
- alicia.rivera@example.com
- Mobile Phone
- (416) 555-0142
- Preferred Name
- Alicia
- Status
- Active
- Member Number
- M-1048
- Initiation Date
- April 16, 2018
- Local Number
- 555
- Good Standing
- Yes
JCJordan ChenChief Steward · West OperationsActive
EmployerMetro Transit ServicesWorksiteWest Operations CentreClassificationTransit ElectricianBargaining UnitSkilled TradesPrimary
The information needed to help a member is already attached to the person.
More you can do
Track current and previous workplaces, classifications, bargaining units, and effective dates. Add pinned notes, related records, files, credentials, and a searchable timeline, while controlling field access, consent, self-service, edit history, trash, and restoration.
Built for the conversation after the meeting
The right information should already be there when a member calls. It should not be sitting in someone else's spreadsheet.
04Geographic intelligence
See the people, workplaces, and districts behind the numbers.
Explore worksites and members on a live map, add density layers, and compare electoral boundaries with real membership counts.
Worksites and Members Map14 worksites · 14 mapped · 2,481 people
All organization typesMemberMunicipal Wards
See where representation is strong, where coverage is thin, and who belongs in the next outreach list.
More you can do
Switch between worksites, members, combined views, electoral boundaries, and privacy-aware heatmaps. Compare municipal, provincial, and federal districts using live membership counts, then save the people in any district as a reusable outreach segment.
05Live data · Ready to use
Turn reliable records into the next action.
Build audiences, resolve steward coverage, and answer leadership questions from live People data. The same rules carry into every workflow.
Credential renewal outreachA saved segment that updates as People records change.
Stop rebuilding lists and reports from exported copies every time the union needs to act.
More you can do
Build match-all or match-any segments with live previews for Communications. Assign steward coverage by worksite, classification, bargaining unit, member, and effective date, then create reports, charts, masked exports, and branded member documents from the same live data.
Built around the union
The questions teams ask before switching.
Configure People around your union while keeping every record consistent, secure, and traceable.
Can we use our own terminology?
Yes. Rename roles, units, types, sections, and fields.
Configurable People, organization, and worksite types; representative terminology; custom fields; English, French, and Spanish labels.Can one person hold several roles?
Yes. Keep one person and classify every role they hold.
Member, steward, organizer, staff, executive, retiree, applicant, outside contact, and tenant-defined types without duplicate profiles.Can members update their own information?
Yes. Let members maintain only the fields you approve.
Member self-service, field visibility, approval-aware updates, contact-point consent, and a complete change history.Who can see sensitive information?
Only the people and teams you authorise.
App permissions, field-level visibility, record grants, protected exports, tenant boundaries, and audit logging.Can we trace and reverse changes?
Yes. Every important update keeps its source and history.
Person timeline, consent provenance, import batches, edit history, duplicate merges, rollback, trash, and restoration.Will staff be able to learn it themselves?
Yes. Guidance is built into the work.
Searchable help, guided tours, familiar union terminology, keyboard shortcuts, and English, French, and Spanish interfaces.One record. Used everywhere.
Update People once. Keep the rest of the union in step.
When a phone number, worksite, classification, credential, or status changes, each connected team works from the same authorized member record instead of an old copy. People keeps outreach, representation, cases, dispatch, dues, strike readiness, and reporting current.
PeopleThe living member record
CommunicationsThe right audience
Grievances & CasesMember context
Forms & SurveysClean updates
Hiring HallCurrent eligibility
Finance & DuesAccurate records
StrikeMobilization statusStart with what you have
Import the spreadsheet, or create the first record.
Try People with your union’s terminology and structure.