People Manager comprises utilities that are individually enabled on each person whose data is being managed as that data becomes relevant.

Utilities are the backbone of the People Manager, and each utility represents a specific data set for the person in question. While Utilities can be set at the beginning when a new Person is created, they can be turned on or off when editing a person's record.

Utilities will manage both private and public information. If a piece of data shows up publically, it is marked by a globe icon next to the data field.

Utilities can be rearranged on a per user basis saving the view for each user managing the data so that a User can save the view that best works for their responsibility or workflow. This is accomplished clicking and dragging the four-directional arrow icon on a Utility.

To edit data within a Utility, click the edit icon in the top right of each Utility window. This will open up all the fields for data input, as well as show four buttons at the top of that Utility that indicate the status of the Utility. These statuses will change color and be present on the Index Page based on the Utility previews selected during People Manager Setup.

Utilities List

The Utilities are:

• Accounting: A collection of items related to how this person will will be paid, if a w8/9 is collected, and wire transfer information.
• Agency: This Utility is used specifically for a person that is an Agent. This details the information about the Agency that this Agent belongs to, and the people that they are representing at the event.
• Agent: This Utility is used for people that have an Agent and feeds into the Agency Utility.
• At The Show: This Utility is a collection of information about this persons behavior and responsibility at the show. It details what is needed for their booths, how much their associated Products should cost when created, some of this information is public and can be viewed in front-facing Leap Conventions pages, through pages using the API, or through the consumer app.
• Deal: This Utility details the financial relationship between the Client and the person. This information will feed into the Expense report and Payout Manager.
• Details: These are the basic details for this person, and whether they should be included in the Celebrity Manager and Payout Manager. Celebrity Manager is currently where the Celebrity Expense report lives. Marking this checkbox allows this person to appear in that report. Payout Manager will be detailed in its own documentation page.
• Event Transportation: This Utility is where a person can have transportation assigned to them while they are at the Event.
• Expense: If a person is marked for Celebrity Manager in Details, they will be visible in the Expense Utility which currently redirects a User to the Celebrity Manager report. This is where a User can see how much money the person has made vs what it cost to bring that person to the event.
• Group: This Utility allows a person to be connected to other people records to allow for quick access. Useful for people that are part of the same music group, movie, tv show, etc.
• Home Transportation: This Utility is where a person can have transportation assigned to them for their home. i.e. to get them to the airport from their house before the event, or back to the house after the event is over.
• Hotel: This Utility is where a person can be assigned to a Hotel and the details of that Hotel booking tracked and monitored. This feeds into the Expense Utility as well as Itinerary.
• Itinerary: This Utility allows for all the travel, transportation, schedule, and event items to be sent to a person as well as cced to other relevant parties. It pulls data from a number of other Utilities as well as the Itinerary Defaults determined in People Manager Setup.
• Marketing: This Utility is essentially the persons public bio used for their front-facing pages.
• Notes: This Utility is an internal tool to allow a Client's team to mark notes regarding this person and communicate with one another.
• Payout: This Utility has its own documentation page.
• Photos: This Utility allows a photo of the person to be uploaded which will be presented on front-facing pages.
• Sales Breakdowns: This Utility is a digital record of the agreement that was made on how sales of products should be split. This is useful to be referenced during the use of Payout Manager.
• Schedule: This Utility allows a persons private and public schedule to be managed. Recommendation is to manage public schedule through Schedule Manager and assigning them as a Guest to a Schedule Item. Private Schedule Items should be managed here.
• Travel: This refers to a persons flight to and from the event, and tracks related expenses. This Utility hooks into an API from FlightStats to track flight statuses. Travel can be added in legs and tracked individually.
• Travel Information: This Utility is a record of the very private travel data for a person including their frequent flyer numbers, TSA and Known Traveler numbers as well as specific allergy considerations to take into account for travelling.
• Uploads: This Utility acts as an archive for documentation that the Client may wish to keep a digital copy of. A PDF agreement/contract with the person, or their W-9, for example.