People overview – Oomnitza Documentation

Manage, maintain, and review all user records on a single page. Use the information to create workflows that automate business processes such as adding key information that can't be automatically ingested and triggering updates to records.

The information for user records is ingested automatically from an identity service provider (IdP) such as Okta, OneLogin, GSuite, or from an active directory.

Table: List of the actions in list view that you can complete to maintain and manage people records

Action	Description
Add	Add records.
Import	Import records from a spreadsheet.
Export	Import records to a spreadsheet.
Bulk edit	Select the records that you want to edit before you carry out the action.
Run workflow	Run a workflow for the selected records. To ensure that you have selected the correct workflow and to check the process that it completes, preview the workflow before you run it.
Archive	Archives the selected records.
Restore	Restores the archived records.
Refresh	Refreshes the information shown in the list view.
Archive display settings	Choose which records to show: all, active or, archived.
Format	Highlight records so you can focus on the critical information that is important for the task that you want to complete. For example, you might want to highlight all records that have a particular status, such as offboarding.
List view preferences	Configure the list view to view the information that is important to you.
List view	Show the table view of the records.
Block view	Show the block view of the records.

Search

In the search pane, you can create simple and complex searches to target records. You can save searches for yourself, to share with colleagues, to target records in workflows. You can also use shared searches to create dashboards, configure permissions, and configure the navigation of the user interface.

Select a search that you saved from the list. You can use saved searches to create dashboards and reports.

Save a search as a private or public search. You can also restrict access to the search by selecting the roles of the users who are allowed to use the search. See Creating searches and reports.