People
The People section is where you manage everyone connected to Cooper House’s work — the companies you work with, the people at those companies, your own team, and time off.
What’s in This Section
| Page | What It Does |
|---|---|
| Clients | Companies and organizations you work with |
| Contacts | Individual people linked to clients and projects |
| Team | Cooper House team members, roles, and capacity |
| Leave | PTO and time-off tracking |
Who Sees What
Not everyone sees the full People section. What appears in your sidebar depends on your role:
| Page | Admin | PM | Employee | Contractor | Accounting |
|---|---|---|---|---|---|
| Clients | Yes | Yes | Yes | No | No |
| Contacts | Yes | Yes | Yes | No | No |
| Team | Yes | Yes | No | No | No |
| Leave | Yes | Yes | No | No | No |
- Contractors and Accounting users don’t see the People section at all in the sidebar.
- Employees can view Clients and Contacts but not Team or Leave.
- Managers (Admin and PM roles) have full access to all four pages.