SnagBaneA person picker lets respondents choose colleagues by typing a few letters, and prefill fills in their own details. In SnagBane, the picker searches Microsoft 365 (Entra ID), Google Workspace, Okta or SnagBane's own accounts, and prefill completes name, email, job title, department and manager — so forms are faster to fill in and approvals can go to the right manager automatically. The picker over SnagBane accounts is free; directory search and prefill need Business.
The person picker
- Matches display name, email and user name, and shows job title and department.
- Allow multiple people collects several (attendees, a project team).
- With several directories connected, each question chooses which one to search — results are never mixed.
- A person picked in a form can be the approver of a stage.
Prefill from the profile
Fill a question from the signed-in respondent's profile: the respondent themselves, their manager, display name, email, job title, department, office, mobile phone or employee ID. Respondents can still change the value.
| Source | Where the details come from | Plan |
|---|---|---|
| SnagBane accounts | Job title, department and manager an administrator entered | Free |
| Microsoft 365 | Entra ID profile and manager | Business |
| Google Workspace | Directory profile and manager | Business |
| Okta | ID-token claims or the Okta API | Business |
Values an administrator types in a profile win over the directory.
Fast person search
SnagBane keeps a small local copy of the directory — enabled users only: name, email, job title, department, office and manager — so the picker answers in milliseconds even in tenants with tens of thousands of people, without hitting Microsoft's or Google's rate limits. It refreshes every night and catches up hourly if a run was missed. Before you connect a directory, a built-in demo directory lets you try everything.
Frequently asked questions
Can approvals go to the requester's manager without asking who it is?
Yes. Choose Requester's manager for the stage; with Business it comes from the directory, on Free from the profile.
Does the picker load the whole company into the browser?
No. It searches on the server and returns only the best matches as you type.
See Person picker & prefill in the documentation.
