> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearpolicy.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage people

> Add, edit, filter, and group people in ClearPolicy. Use bulk actions to nudge pending requests, archive inactive people, or update group assignments.

Use the **People** section to manage the people who receive document requests. A person only needs a name and email address. They do not need a ClearPolicy account.

## Add a person

<Steps>
  <Step title="Open People">
    Click **People** in the sidebar.
  </Step>

  <Step title="Click Add person">
    Click **Add person**.
  </Step>

  <Step title="Enter their details">
    Add the person's name and email address. You can also add a phone number and assign groups.
  </Step>

  <Step title="Save the person">
    Click **Save**. The person is ready to receive requests.
  </Step>
</Steps>

<Tip>
  Use groups when you regularly send the same documents to the same team, department, location, or volunteer role.
</Tip>

## Find the right people

The **People** page includes search, status buttons, and filters.

| Filter            | Use it to                                                                                                                                                                                                               |
| ----------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Search            | Find a person by name or email address.                                                                                                                                                                                 |
| Status buttons    | Show people who are **Compliant**, **Pending**, **Needs Attention**, **Not Started**, or **Failures**. The **Failures** button appears only when at least one person has an open request that needs delivery follow-up. |
| Groups            | Show people assigned to one or more groups.                                                                                                                                                                             |
| Document statuses | Find people with specific document needs, such as pending, outdated, renewal due, or unrequested documents.                                                                                                             |
| Active / archived | Switch between active and archived people.                                                                                                                                                                              |

## Edit a person's details

<Steps>
  <Step title="Open the person">
    Click a person from the **People** list.
  </Step>

  <Step title="Go to Settings">
    Open the person's **Settings** tab.
  </Step>

  <Step title="Update details or groups">
    Edit their name, email address, phone number, or assigned groups.
  </Step>

  <Step title="Save changes">
    Click **Save** for detail changes. Group changes save after you update the group list.
  </Step>
</Steps>

<Note>
  Open requests keep the name and email from when they were sent. Saving a corrected email in the person's profile does not change requests that are already out. To reach the recipient at a new address, cancel and resend the affected requests from **Requests** or the person's profile.
</Note>

## Fix email delivery failures

When a pending request email cannot be delivered, ClearPolicy highlights the person in the **Failures** filter and shows a delivery follow-up alert on their profile and **Settings** tab.

The alert tells you how many open requests need follow-up and links you to the affected requests. Other open requests for the same person can still receive reminders.

From the person's profile:

1. Click **View requests** on the alert to open their request list.
2. Click **Review** on an affected request to see delivery details and choose **Email is correct — try again** or **Update email address**.
3. If you updated the person's email, use **Cancel and resend** on the request when the new email no longer matches the address on the failed request.

ClearPolicy does not send reminders for a request while it needs delivery follow-up. See [manage requests](/guides/manage-requests#fix-a-delivery-failure) for the full workflow.

## Use bulk actions

Select one or more people from the **People** list to show bulk actions.

* **Add to group** — Adds the selected people to an existing group.
* **Nudge** — Sends reminder emails to selected people who have pending requests.
* **Archive** — Moves selected active people out of active lists.
* **Unarchive** — Restores selected archived people to active lists.

<Note>
  **Nudge** only sends reminders to selected people who currently have pending requests.
</Note>

## Archive or unarchive a person

Archive someone when they no longer need active requests, but you still need to keep their history. Archived people are removed from active lists and compliance counts. Their past request and attestation records are preserved.

To archive or unarchive one person, open their **Settings** tab and use the action in the danger zone. To archive or unarchive several people, select them from the **People** list and use the bulk action.

## Delete a person

Delete is available from the person's **Settings** tab when ClearPolicy can safely remove the person. If the person has request history, archive them instead so your audit history stays intact.

<Warning>
  Deleting a person removes their record. Archiving is usually the better choice when you need to keep a record of past requests or completions.
</Warning>