The People section groups the individuals associated with a particular account into two categories:

	Account Team (MSP Members): - Lists MSP employees assigned to the client, outlining their roles such as vCIO, Account Manager, Technical Account Manager, or Technician. - Offers functionality to add or update member details directly within Lifecycle Manager.
	Key Contacts (Client Representatives): - Details the primary contacts at the client’s company, such as business owners or IT department heads. - Provides direct links to their emails for ease of communication.

Account Team Panel

1. Default View

   1. Displays the primary team member along with a count of any additional members.

   2. A dropdown allows you to expand the list of current members.
2. Viewing and Editing

   1. Clicking the Account Team section or the dropdown reveals an actionable menu:

      1. See all members: Opens a more detailed list of everyone assigned to the team.

      2. Edit (pencil icon): Allows you to modify a member’s role or details (such as Account Manager).
         1. Remove: enables you remove a person from the team.

3. Adding New Members

   1. Clicking the Assign new member button opens a screen labeled Add Account Team Members.

   2. Within the Add Account Team Members screen:
      1. A Search field filters by name or email.
      2. A list of potential members is shown with checkboxes.
      3. Select one or more names, then click Done to confirm.

Editing Account Team Members

Within the Account Team panel, locate the contact and click the edit  icon. A dialog appears titled Edit Member’s Role, showing the contact’s name and email address at the top.

1. Existing Roles

   1. A list of radio buttons presents the predefined roles (e.g., Account Manager, Technical Account Manager, Technician, vCIO).

   2. Select the radio button next to the desired role.
      
2. Adding a New Role
   1. If the appropriate role is not listed, click + Add New Role.
   2. Enter the new role name in the field provided.
      
   3. This newly created role then appears alongside the existing roles in the list.
      
3. Saving Changes
   1. After selecting or adding a role, click the Save button to confirm the change.
   2. If you decide not to proceed, use Cancel to discard any updates.

This process updates the Account Team panel to reflect the newly added or changed members.

Key Contacts Panel

Located beneath the Key Contacts heading, this panel is used to manage external or customer contacts associated with an account.

1. Default View

   1. Shows external customer contacts and a summary of the total.

      1. When displaying multiple contacts, the display indicates the first visible contact and the count of additional contacts.
   2. Each contact entry typically shows:
      1. Name
      2. Role
      3. Email address
   3. The dropdown arrow expands to reveal additional contact information—like titles (e.g., Manager of Data Operations and IT)—and an edit or delete button.
2. Assigning New Contacts

   1. The Assign new contacts button opens a similar search-and-select modal for Key Contacts.

   2. Use the search bar at the top to filter by name, role, or email (e.g., Administrator - IT/Telecom Services or Director of IT).
   3. Users can search by role, name, or email, and then select and confirm with Done.
      
3. Editing or Removing Contacts
   1. If a contact is out of date or needs role adjustments, remove them using the delete icon.

Additional articles to read

• Maximizing Client Engagement with the Client Dashboard