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People & CompaniesPerson & Company drawers

What this helps with

Clicking any row on People or Companies opens a side drawer with the full record. Drawers are where you read the full context for a person or an account, edit the few fields that are editable, and follow the timeline of what they have done.

The drawer is deep-linkable. The URL updates to the record’s id, so you can paste the link to a teammate and they will open the same drawer.

The Person drawer

The Person drawer with the Profile, Social Reach, Company, Custom Fields, Snapshot, Proof Given, and Activity sections visible

The drawer header shows the person’s name and avatar, the current lifecycle Stage as a badge (for example ENGAGED, SUBMITTED, REWARDED), an inline field for job title (Add job title if empty), and the primary email.

Profile

The Profile section contains the always-on fields:

  • Email: the identity key for the record. Editable, but changing the email creates a fresh identity rather than renaming the existing one.
  • Relationship: the relationship type. Defaults to User. Options include User, Customer, Lead, Partner.
  • Source: where this person first came from (Widget, Webpage, or system). Read-only.
  • Location: free text.
  • Last active: the most recent activity timestamp on this record. Read-only.

Social Reach

Lists the connected social profiles for this person. Click + Add social handles to attach handles for LinkedIn, X, Facebook, Reddit, YouTube, Instagram, or TikTok. If a person has no social handles attached, the section shows No connected profiles yet.

Company

Shows the resolved account for this person. If the person’s email domain is in the free-email list, this section shows No company. Otherwise it links the company name and lets you open the Company drawer.

Custom Fields and Tags

Custom fields configured for the workspace appear here. Tags are an array, so a person can carry multiple tags. Click + add next to Tags to attach one or more.

Snapshot

A four-tile summary of this person’s advocacy contribution:

  • Verified proof: count of approved submissions tied to this person.
  • Rewards: count of rewards sent.
  • Sessions: widget or webpage sessions seen for this email.
  • Channels: distinct platforms this person has produced proof on.

Proof Given

The proof artifacts this person has produced, in reverse chronological order. Each item links back to its submission. If the person has no verified proof yet, the section shows No verified proof yet.

Activity

The full timeline of events on this record (widget opens, submissions, rewards sent, profile edits, tag changes, and so on). Events are grouped by day, newest first. Each event names its actor (the user who made the change, the widget on the advocate’s behalf, or the system).

The Company drawer

The Company drawer with the Company fields, Tags, Snapshot, Proof Given, and Linked People sections

Header

Shows the company name, the company domain, and a one-line summary of the totals (X people · Y advocates · Z proof).

Company

  • Domain: read-only. Set automatically from the first matching person’s email; never edited directly.
  • Industry, Size, ARR, Location: firmographic fields, all editable inline.
  • Source: how the company was created. For everything created by the widget pipeline this reads Matched by domain.

Tags

An array of tags, same model as on people. Click + add to attach.

Snapshot

Three tiles summarizing the account’s contribution: Advocates, Verified proof, and People.

Proof Given

Verified proof produced by anyone at this account. If the account has no verified proof yet, the section reads No verified proof from this account yet with copy that explains where future proof will appear.

Linked People

Every person resolved to this company by domain. Each name opens that person’s drawer.

What is editable inline

Inline edits are optimistic: you see the change immediately, with no spinner. If the server rejects the change, the value reverts and a toast surfaces the error.

Editable on a Person:

  • Job title.
  • Relationship.
  • Location.
  • Social handles.
  • Tags.
  • Custom field values.

Editable on a Company:

  • Industry, Size, ARR, Location.
  • Tags.
  • Custom field values.

Not inline-editable (intentional, to protect identity integrity):

  • Email on a Person.
  • Domain on a Company.
  • Source.
  • Snapshot counts.
  • Activity timeline.

How the two records connect

The link between a Person and a Company is derived from the email domain at the moment HighAdvocacy first sees the person:

  1. The widget or webpage captures the email.
  2. The domain is lowercased and any leading www. is stripped.
  3. If the domain is a free-email provider, the person stays unlinked (No company).
  4. Otherwise, HighAdvocacy looks up a company by that domain and links the person to it, or creates the company if one does not exist yet.

That means the Linked People list on a Company drawer is always derived, never typed by hand, and a person never sits at the wrong account because of a typo.

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