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Managing People Records

Updated over 2 weeks ago

People in NetworkOS can be created manually, from Terminal's artifact extraction & search results, or directly through Terminal conversations.

Tip: When creating or updating a person record, including the following fields helps NetworkOS enrich the profile with additional verified data: email address, LinkedIn URL and social media links

Manually Create People Records

  1. Click the "+" icon on the left navigation panel and select People.

  2. Enter the person's name, email, skills, and other core details.

  3. Use Add to to place this person's record within the appropriate Mission or View in NetworkOS, or choose Skip and Create to add them directly to your workspace.

  4. Click Create Person to confirm.

  5. A confirmation message appears once the record has been created and linked.

Create People from Extracted Results in Terminal

  1. After running an extraction or search in Terminal, click ">" to expand your Studio and review the findings.

  2. In the Select Records view, select the People you want to include.

  3. Add your selected records to a new or existing Mission or View. They'll appear in your workspace and automatically link to the related Missions or Views.


Viewing and Editing People Records

Access and update People Records through Record Preview, Record Details, or visual interfaces like Graph View and Table View.

All edits sync automatically across connected Records, Nodes, and Views, keeping your Network consistent and up to date.

What You Can Edit

Depending on your role and Missions, you can modify:

  • Core details: Profile pictures, name, contact info, skills, and summary descriptions.

  • Involvements: Add or remove the Missions or Views a person is involved in. Involvements help you understand where the person exists within your Network.

  • Connections: Linked People, Organizations, or Events.

  • Custom attributes: Add or edit fields unique to your workspace.

All edits made in Record Preview or Record Details are automatically saved and reflected across Graph, Table, and connected records throughout your workspace.


People Record Access Paths

From Graph View

  1. Navigate to a Mission.

  2. Go to Network → Graph.

  3. Double-click a Person Node to open the Record Preview panel.

  4. Click View → Full Details to open Record Details.

  5. From the Action Menu, select Manage Person to edit key fields.

From Table View

  1. Navigate to a Mission.

  2. Go to Network → Table.

  3. Locate the person you wish to edit.

  4. Click the ⋮ (More Options) icon and select View Full Details.


Deleting People Records

You can delete a Person record from a table, a graph node, or the record's detail page.

From Table View

  1. Navigate to Network → Table.

  2. Locate the person.

  3. Click the ⋮ (More Options) icon and select Delete.

  4. Confirm deletion.

From Graph View

  1. Navigate to Network → Graph.

  2. Click the person node.

  3. Select Delete from the actions menu.

  4. Confirm deletion.

From the person detail page

  1. Open the person's full detail view.

  2. Click the ⋮ (More Options) icon and select Delete.

  3. Confirm deletion.

Note: Deleting a person record removes it from your workspace and all connected records and views.

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