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People brings together everyone connected to your CallVault organization — the external contacts who show up in your calls, and the internal teammates who have access to CallVault itself — in one page.

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Contacts vs. members

These are two different kinds of “people” in CallVault, and it’s worth keeping them distinct:

Contacts

People who appear as participants on your calls — clients, customers, leads, or anyone else you talk to. Contacts don’t have CallVault accounts; they’re derived automatically from call attendee data.

Members

People with a CallVault account who can log in, view calls, and use the product — your teammates. See Inviting Members.

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Contacts

CallVault automatically creates a contact record the first time someone appears as a participant on one of your calls. Each contact tracks:
  • Name and email
  • Type — Client, Customer, Lead, or Other
  • Last seen — the most recent call they appeared on
  • Notes and tags — free-form fields you can fill in
  • Health tracking — optionally flag a contact for alerts if you haven’t had a call with them in a while
Open People → Contacts to view, search, and edit contact records. Contacts are scoped to your organization, so the same person appearing across multiple workspaces shows up as a single contact.

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Members

The People → Members view shows everyone with organization or workspace access, their roles, and lets you manage workspace assignments without leaving the page. See Inviting Members for how to add someone and Workspace Roles for what each role can do.

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Pending invitations

The People → Invites view lists everyone who’s been invited but hasn’t accepted yet, with options to resend or cancel an invitation. Use the category selector in People to switch between Contacts, Members, and Invites — each renders in the same page without navigating away.