Set up People

Context

Who's a person?

A person is a unique real-world identity, to which various accounts, roles, and privileges can be assigned.
In most cases, a person is a full-time employee. However, Blissfully can track contractors, interns, and other external individuals involved in your operations.

Where people come from

Blissfully sources the notion of a person from any number of accounts detected across any number of systems. We then combine related accounts into a single person, usually by matching email addresses.

Setup

Categorizing People

People are categorized into one of three types: Employee, Contractor, Service account.
After installing Blissfully, review all the entries on the People page and categorize them as appropriate.
Employees are full-time, typically W2-filing individuals. This is the default category.
Contractors are more loosely affiliated individuals, who nevertheless hold accounts in key systems.
Service accounts are not really people at all! Classifying a person as a Service account lets Blissfully know that the underlying accounts related to this "person" are accounts used for system management, and don't belong to a real individual. We use this signal to de-clutter these accounts from your dashboard, and to remove them from the billing calculations for our service.
Last modified 3mo ago