5 new features you may have missed in People

5 new features you may have missed in People The People platform continues to evolve bringing powerful new features that make managing data communication and workflows easier than ever. Whether you’re an administrator coordinator or team leader these updates can help streamline your work and improve collaboration. Let’s explore five new features you may have missed in People and how they can simplify everyday tasks.

Overview of the Latest People Updates

The latest updates in People focus on giving users more control better communication options and improved automation. These upgrades are designed to make team management faster and more transparent. From enhanced permissions to better communication tools these new additions reflect People’s goal of making organization and coordination simpler for every user.

Manage Who Can Export CSVs and Reports

One of the most important new features allows admins to control who can export CSV files and reports. This helps improve data security by ensuring only authorized users can download sensitive information. You can now assign export permissions based on roles reducing the risk of data leaks or misuse. It’s a small but powerful update that strengthens overall data privacy within your organization.

Send Bulk Texts to Specific Profiles with Clearstream

Communication just got easier with the Clearstream integration. You can now send bulk text messages directly to selected profiles in People. Whether you’re sharing updates reminders or event details, this feature makes it easy to reach large groups in seconds. It helps save time while ensuring everyone stays informed no more copying and pasting contact lists manually.

Change Permissions for Notes

Another update you might have missed is the ability to change permissions for notes. This feature gives team leaders control over who can view edit or comment on notes within profiles. It’s especially useful when managing confidential information ensuring that only the right people have access. It improves collaboration while keeping sensitive data protected.

Access Form URLs Easily

In previous versions, accessing or sharing form links could take several steps. With the new update form URLs are now much easier to find and share. Whether you’re creating sign up forms or gathering feedback you can quickly copy and distribute the link to anyone who needs it. This simple improvement saves time and reduces confusion for both admins and users.

Track Automation-Created Workflow Cards

Automation has become a big part of managing People workflows. The new feature lets you track workflow cards created through automations. This means you can easily identify which tasks or workflows were automatically generated. It improves visibility prevents duplication and makes it easier to manage automated processes effectively.

Why These Features Matter for Teams

Each of these updates enhances how teams operate on the People platform. Improved permissions help maintain security while bulk messaging and workflow tracking make communication smoother. These small improvements together create a faster more reliable experience for everyone involved  whether you’re organizing volunteers tracking attendance or managing data.

How to Make the Most of the New People Features

To get the best results make sure your team members know about these updates.

• Review permission settings regularly.
• Use Clearstream to keep communication centralized.
• Explore automation tools to reduce manual work.
  Training your team to use these tools effectively ensures you get the full benefit of every new feature.

Common Issues and Quick Fixes

Issue 1: Not receiving Clearstream messages.
Fix: Check integration settings and ensure phone numbers are verified.

Issue 2: Missing export options.
 Fix: Ask your admin to review export permissions.

Issue 3: Form links not visible.
Fix: Ensure the form is published and your access level allows link sharing.

Most common problems can be fixed by checking permissions or integration settings.

Conclusion

The latest updates in People show a clear focus on user control security and efficiency. These five new features  from export permissions to workflow tracking  help you manage your team more effectively. By exploring these improvements you’ll unlock smoother communication safer data handling and smarter automation for your organization.

FAQs

How can I enable the new permission settings for exports?

 Go to your admin settings open the Reports section and assign export rights to selected roles only.

Is Clearstream available for all People users?

Clearstream integration is available for users who have connected their messaging account. Some plans may require activation.

Can I track all automations in one place?

Yes the workflow dashboard now shows which cards were created by automations making it easier to monitor and manage them.