Working with people
Ortto’s people feature provides you with access to all of your Ortto account’s customer/people data, where this data has been generated from the people who interact with the data sources configured through your Ortto account. This typically includes people with user accounts in these data sources.
Your Ortto account’s people data and associated organization data is known as your customer data platform (CDP). This forms the centralized source of truth for all information related to your customers and people managed through your Ortto account.
Access the people page
To access Ortto’s People page:
Ensure you are signed in to Ortto.
Click People in the navigation drawer on the left to open Ortto’s People page, which lists all of your Ortto account’s customer data.
On this page, you can manage all aspects of your CDP’s customer data in Ortto, including the ability to:
manage people, which includes: