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Managing People Records

Updated over a month ago

Managing People Records

Creating People

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


Manually Create People Records

Click the “+” icon on the left navigation panel and select People.

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

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

Click Create Person to confirm.

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


Create People from Extracted Results in Terminal

After running an extraction or search in Terminal, click “>” to expand and review the findings.

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

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.


Create People by Talking to Terminal (coming soon)

You’ll soon be able to create People Records directly through conversation.

Simply ask Terminal to start one for you — for example:

“Create a person record for Jane Smith, Director of Strategic Partnerships at OpenGov.”

Terminal will automatically generate the Person Record, populate available details, and confirm it’s ready.


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 Workspace Data / 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 Workspace Data / 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 Records → Display → 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 Records → Display → Table.

  3. Locate the person you wish to edit.

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

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