People
Organising people with categories
Creating the categories your contacts are grouped into, what each switch on a category does, and the quickest ways to file people into them.
Last updated September 2, 2026
A category is a named group of people — Customers, Suppliers, Prospects, Members. Each one gets its own entry in the left-hand People menu, so the group you look at every day is one click away instead of a filter you rebuild every time. Someone can belong to as many categories as makes sense.
Creating a category
Categories belong to the organisation and are shared by every tribe, so they are created at organisation level: People → Categories → Create Category.
| Field | What it does |
|---|---|
| Category Name | What appears in the People menu and on each contact's profile. |
| Allow tribe administrators to add people to this category | Lets the tribes file their own contacts here. Leave it off for a category only head office should be using. |
| Allow people to connect using the Gorilla Dash mobile app | Lets contacts in this category link their own account through the mobile app. |
| Visible To Tribes | Whether the tribes see the category at all. Off keeps it to organisation staff. |
Editing works the same way — the pencil beside a category on the Categories list opens it, and Delete People Category is at the foot of that form. Deleting removes the grouping, not the people in it.
Categories or tags?
Both label a contact, and it is easy to end up using them interchangeably. They are not the same thing.
| Categories | Tags | |
|---|---|---|
| Who creates them | Set up deliberately, at organisation level | Typed as you go, created on the spot |
| Where they show | Their own entry in the People menu | A filter on the people list |
| Good for | The handful of groups the business is actually organised around | Everything else — "expo 2027", "asked about franchising", "winter promo" |
Putting people into a category
- One at a time — open the contact, Edit Profile, and pick from Categories under Categories & Classifications.
- In bulk — tick the people on the list, then Update → Add categories. The same menu removes them again, and does the same job for tags.
- During an import — choose a category on the Config step and every row in the file lands in it, or map a Person Category column and each row goes where the spreadsheet says.
A Person Category column may hold several categories in one cell, separated by commas, and the names are matched loosely — "VIP customers" finds "VIP Customer".
Who can manage them
Seeing the Categories screen needs the View People Categories permission, and creating or editing one needs Edit People Categories. Filing a contact into an existing category only needs the usual permission to edit people.