Set up your organization
Add people and roles
Invite staff, assign roles, and keep reporting lines accurate.
Organization administrators6 min read
What the People page controls
The People page holds the staff details used throughout Alignis. A person's role, unit, supervisor, designation, and status affect what they can open, sign, review, or approve.
Before sending an invitation
Check the person's details before inviting them. This prevents duplicate accounts and keeps review routes clear.
- Use the person's current work email.
- Do not reuse an email that already belongs to another user.
- Assign a unit if the person will lead or act for that unit.
- Select the correct supervisor before reviews or appraisals begin.
- Keep designation and job title clear enough to display well in the header and profile.
When someone changes role
Update the person record first, then update leadership or review responsibilities. Existing records keep their history. New records use the updated person details.
Related guides
Build your organization structureCreate departments, units, and sub-units so responsibilities are easy to assign.Open guideAssign heads and acting headsSet who leads a unit and what happens when a temporary leader is needed.Open guideImport staff recordsUse a spreadsheet to add or prepare many staff records at once.Open guide