People Tool
The People tool is a fiscal host directory of individuals who interacted with your organization, with account details, KYC status, and financial history.
The People tool lists individuals who have interacted with your fiscal host or organization: collective admins, contributors, expense submitters, and payees. Use it to review roles, KYC status, and financial activity in one place.
Who can access it
The People section appears in the dashboard sidebar for accounts with money management (fiscal hosts and self-hosted organizations). It is not available for individual accounts or accountant-only roles.
Navigate to Dashboard > People.
The People list
The page title is People, with the description "People that interacted with your organization."
View tabs
Preset filters at the top of the list:
All
Collective Admins
Financial Contributors
Expense Submitters
Payees
Filters and sorting
Use the filter bar to narrow results:
Search by name or email
Relation Type - admin, contributor, expense submitter, payee, and other roles
Account - filter by a specific hosted collective
Total Contributed and Total Expended - amount ranges
Sort by name, date created, total contributed, or total expended
Columns
Account
Avatar, display name, and legal name
Email address with copy button
KYC
Verification status (when KYC is enabled)
Country
Location
Roles
Relationship badges (admin, contributor, payee, etc.)
Total Expenses
Amount and count of expenses
Total Contributions
Amount and count of contributions
Row actions
Click the row actions menu to:
View All Expenses - opens the expense list filtered to this person
View All Contributions - opens Incoming Contributions filtered to this person
View All Transactions - opens host transactions filtered to this person
Submit Manual KYC Verification - available for individuals when KYC is enabled
Click a row to open the account detail page.
Export
Self-hosted organizations (not fiscal hosts) see an Export Contributors button that downloads a CSV of contributor data.
Account detail
Clicking a person opens their account detail at Dashboard > People > {account}.
Header
The header shows account type, KYC status, tax form status, and counts of rejected or spam expenses. Actions include View Profile and Copy URL.
Overview tab
Details - legal name, display name, email, location, social links
Platform Activity - join date, first and latest interaction, roles
Administrators / Admin of - linked admin accounts
Financial metrics - amounts received from and disbursed to this person over time
Recently Received / Recently Disbursed - preview of recent transactions
Money Movement tab
Full transaction history with date, amount, search, accounting category, and hosted account filters.
Click a contribution row to open the contribution drawer. From there, host admins can manage that person's contributions without leaving the People tool:
Update payment method — for active recurring contributions
Update contribution amount
Update platform tip amount — when the contribution is eligible for platform tips
Resume contribution — for paused recurring contributions
Cancel contribution
View transactions — jump to the related ledger entries
Mark as paid / Expire — for pending expected funds
These actions mirror what is available on the Incoming Contributions page, but scoped to the person you are reviewing.
Managed Disbursements tab
For individuals, shows expenses this person approved, paid, or rejected. Filter by Approved, Paid, or Rejected.
Activities tab
Paginated activity feed for this person relative to your organization.
KYC tab
When KYC is enabled, shows verification history and a button to submit a new manual verification. See Know Your Customer (KYC).
Related documentation
Vendors - separate vendor directory for organizations
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