Finding your way around

PeoplePit’s layout is simple and consistent: a sidebar on the left for navigation, a top bar for search and personal tools, and the content in between. Because the sidebar is generated from your configuration, your workspace shows your vocabulary — Members, Events, Donations — not generic labels.

The sidebar

• Every record type an administrator has marked “show in menu” appears in the sidebar with its own icon — clicking it opens that type’s record list.
• A type can carry menu views: filtered sub-items an administrator defines (for example Threads → Pou → Login). An arrow on the right expands or collapses them — administrators choose which levels start open, and your own open/closed choices are remembered on your device. Clicking a view opens the type’s list already filtered by that view and everything above it, with each condition shown as a normal filter pill you can adjust or clear (see Menu views).
• A menu item (or a menu view) can show its live record total as a small badge — administrators enable it per type or per view. Totals refresh about once a minute and respect your permissions: you never see a count higher than the list you land on.
• Entries are grouped (Workspace, Insights, Manage); Reports & dashboards and other shared areas live alongside your types.
• The sidebar collapses to icons — handy on small screens, where it becomes a slide-out drawer. (Menu views hide while it’s icon-only.)
• Administrators see a gear leading to the Admin area; regular users don’t.

You only see the types you’re allowed to see — permissions shape the menu itself.

Record lists

Each type’s landing page is a list of its records: sortable columns, a filter editor, search, paging and bulk actions. Lists are covered in depth in Lists, filters & bulk actions. From a list you can:

1. Click + New to create a record (opens the create form in a dialog).
2. Click any row to open the record.
3. Use Import to load a spreadsheet — see Importing data.

A record’s page

Opening a record shows everything about it in one place:

• The title — the record’s name and its ID (like P-100012).
• Fields — laid out by the form an administrator designed for viewing; click Edit to change them.
• State pills — if the type has a workflow, a colored pill shows the record’s current state, with transition buttons for the steps you’re allowed to take (see Workflows).
• Related records — connected records grouped by relationship, with buttons to add or remove links.
• Comments — threaded discussion streams, if the type has comment fields.
• History — who changed what, and when, including workflow transitions.

Global search

The search box in the top bar searches every record you can see — names, IDs and field values across all types. Results appear as you type, with the matching field highlighted; click one to jump straight to the record.

History — recently viewed

The clock icon next to the search box reopens where you’ve been: the last 20 pages you visited — records, lists, reports, dashboards, admin screens — newest first, each with its title. See all opens the full history (up to your last 100 pages), which you can clear at any time. The history is kept on your device, separately per workspace and user.

The notification bell

The bell in the top bar collects your in-app notifications — messages from the rules and broadcasts administrators configure (see Notifications & broadcasts). A badge shows your unread count; the popup lists the last few days, and See all opens your full inbox. Clicking a notification usually opens the record it’s about.

Theme, language & you

• Theme — toggle between the dark and light theme from the sidebar; your choice is remembered.
• Language — if your workspace has extra languages configured, a language switcher in the top bar changes yours; the whole app, including your organization’s own field and type names, follows (see Translations). Right-to-left languages are fully supported.
• Your profile — the user menu in the top bar shows who you’re signed in as and lets you sign out.