Help Center

Managing People

Every person in your Peerdom organization has a profile. Owners and Editors can manage these profiles, while Members can edit their own. See Access Rights for a full breakdown of who can do what.

The Directory showing a list of peers with a profile sidebar open for a selected person, displaying their name, role, access level, and contact details.

Add a peer

  1. Click + Add in the top toolbar
  2. Select New Peer
  3. Enter their first name (required) and last name (optional)
  4. Provide an email address if the person needs to log in
  5. Choose an access level and save

An email address is required for any peer who will have an account.

Profile structure

Each profile contains:

Edit a profile

Members can edit their own profile. Editors and Owners can edit any peer’s profile. Open the profile, click Edit, and make your changes.

Avatar: Upload a JPG, PNG, GIF, or WebP image. Animated GIFs are supported.

If your organization uses Single Sign-On, some profile fields are synced from your identity provider and cannot be edited in Peerdom. These fields appear greyed out. Changes are pulled automatically through a daily sync.

Invitations

When you add a peer with an access level that includes an account, Peerdom sends an invitation email automatically. You can toggle this off to invite them later.

For peers who have not yet activated their account, you can resend the invitation from their profile.

SSO organizations

If your organization uses SSO, manage synced user details in your identity provider (Microsoft Entra ID, Google Workspace, or Okta).

Peers provisioned through SSO are created automatically when they first log in. You do not need to add them manually unless you want to pre-assign roles before they activate their account.

Remove a peer

To handle a departure, open the peer’s profile and select Let peer go. This performs a soft delete:

  • The peer is marked as “left” with a departure date
  • Their profile remains accessible at its URL
  • Past role assignments are preserved in history
  • The peer is no longer billable

Past members

Peers who have left are not listed in the Directory. Their profiles can still be found through the Journal or by visiting their profile URL directly. Past member profiles cannot be edited.

Bulk import

On paid plans, Owners can import multiple peers at once using a CSV file. Go to Settings to access the import tool. See Data Export & Import for details on the CSV format.