Manage People

1. Adding People and Enabling Them to Log In

People in KnowCount may or may not have login access. All users — regardless of login status — can be included in skill assessments. To allow self-assessments or Supervisor interaction, users must be able to log in. There are three ways to add people:

Option 1: Add People by Invitation

This is the easiest and most automated method for creating accounts with login access.

• Click the People menu item.
• Click the Invitations tab at the top.
• Click the Add people by invitation button.
• Enter one or more email addresses of the people you wish to invite.
• Click Send invitations.

Each invited person will receive an email prompting them to register. After completing registration, they’ll be asked to complete a skills assessment — be sure to configure your Skills Directory beforehand.

🛈 This method is best for inviting individuals after your skill categories have been created.

Option 2: Manually Add People with Login Access

This option gives administrators full control over account creation, including password setup.

• Click the People menu item.
• Click the Add people button in the top right corner.
• When prompted whether to allow login access, select Yes.
• Choose Manually add a person.
• Fill in the user’s information, including:
  • Team (required)
  • Email address (used as their username)
  • Security Group (defines system permissions)
  • Initial password
• Click Save.

Option 3: Single Sign-On (SSO)

This method is best for organizations with over 100 users and integrates KnowCount with your identity provider.

• Accounts are automatically created when users log in via your SSO solution.
• This reduces manual administration effort.
• Use the Prompt People feature to remind users to log in or complete assessments.
• If a user has never logged in before, they’ll be guided through password setup.

2. People Finder

The People Finder allows you to search for individuals who match specific skill-related criteria.

• Click the People menu item.
• Click the People Finder tab.
• Define your search using the available filters:
  • Skill level
  • Interest level
  • Location
• Optionally click Advanced options to choose how skill data is sourced:
  • Self-assessment
  • Supervisor assessment
  • Averaged rating

The search results will show:

• Exact matches — people who fully meet your criteria
• Close matches — people who nearly meet the criteria

To view a person’s full profile, click on their name in the search results.

3. People Administration

The People Directory lists everyone in your KnowCount instance, including both active users and non-login records.

• Navigate to Directories → People.
• Use the filter icons in the column headers to narrow down people by:
  • Team
  • Role
  • Location
  • Skill Set
  • Security Group
• You can apply multiple filters at once.

Click a person’s name to access their profile. As an Administrator, you can:

• Edit all personal details
• Change their team assignment
• Modify login status and password
• Reassign their Security Group
• Adjust their skill set and role

🛈 Every person in KnowCount must be assigned to a team. If a user changes teams, their historical team membership is preserved for tracking purposes.