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Mainbranch

People Data

This guide covers how to manage people data and directory information in Mainbranch.

Overview

Section titled “Overview”

People data in Mainbranch includes information about your organization’s members such as:

  • Names and contact information
  • Department and role
  • Reporting structure
  • Profile details

This information helps the AI Assistant provide more relevant responses.

Accessing People Data Settings

Section titled “Accessing People Data Settings”
  1. Go to Workspace settings > Setup > People Data
  2. View and configure directory settings

Data Sources

Section titled “Data Sources”

People data can come from:

Connected Services

Section titled “Connected Services”
  • Google Workspace — Syncs from Google Directory
  • Microsoft 365 — Syncs from Microsoft Entra ID

Manual Entry

Section titled “Manual Entry”
  • Add people manually if not using directory sync
  • Update information as needed

What People Data Enables

Section titled “What People Data Enables”

With people data configured:

  • The AI can answer questions about who works in your organization
  • Search can include people and their roles
  • Meeting transcripts can identify speakers
  • Organization charts can be generated

Managing People

Section titled “Managing People”

Viewing People

Section titled “Viewing People”

Browse the list of people in your organization with their:

  • Name and email
  • Department
  • Title/Role
  • Manager

Editing Information

Section titled “Editing Information”

If using manual entry:

  1. Click on a person’s entry
  2. Edit their information
  3. Save changes

Sync Settings

Section titled “Sync Settings”

Automatic Sync

Section titled “Automatic Sync”

When connected to Google Workspace or Microsoft 365:

  • Directory information syncs automatically
  • Changes in the source system reflect in Mainbranch
  • Sync frequency depends on configuration

Manual Sync

Section titled “Manual Sync”

Trigger a manual sync if needed:

  1. Go to People Data settings
  2. Click to refresh directory data
  3. Wait for sync to complete

Privacy Considerations

Section titled “Privacy Considerations”

What Is Visible

Section titled “What Is Visible”
  • Information visible depends on your directory settings
  • Users see what they would see in your identity provider
  • Sensitive information is not exposed beyond your policies

Data Handling

Section titled “Data Handling”
  • People data is used only for Mainbranch features
  • Not shared externally
  • Follows your data retention policies

Best Practices

Section titled “Best Practices”

Keep Data Current

Section titled “Keep Data Current”
  • Use directory sync for automatic updates
  • Review data periodically
  • Correct errors promptly

Organizational Structure

Section titled “Organizational Structure”
  • Maintain accurate reporting relationships
  • Keep departments up to date
  • Ensure titles are consistent

Troubleshooting

Section titled “Troubleshooting”

People Not Syncing

Section titled “People Not Syncing”
  • Verify directory connector is active
  • Check permissions on the directory
  • Review sync error messages

Incorrect Information

Section titled “Incorrect Information”
  • Check the source system first
  • Manually correct if using manual entry
  • Wait for next sync if using directory sync

Next Steps

Section titled “Next Steps”