Records

What are Records

A Record is a single unit of structured data about something real in your world — a person, an organization, or an event. Records are the network layer of your Workspace: the people and organizations your team tracks, connected to the Files and Artifacts that reference them.

There are three record types:

• People — profiles of the real people in your network: contact details, work history, affiliations.
• Organizations — companies, institutions, and government bodies. Every organization has a type — Company, Consortium, Education, Government, or Nonprofit — and organizations can be nested, a parent organization with organizations beneath it.
• Events — gatherings tied to your work, virtual or in person: conferences, meetings, workshops, webinars, trainings.

Together, the people and organizations in your Workspace make up your Network — browsable as a full table from the Network page in the main navigation.

How Records work

Every Record holds attributes — its fields: names, dates, websites, custom values. There are two kinds:

• Built-in attributes — the standard fields every Record of that type carries (for example, Organization Name, Website URL, Location). These always appear and come standard.
• Custom attributes — fields your Workspace defines on top of the standard ones, covered below.

Finding your Records

Where to find it: Find / Create (⌘K) for a direct lookup, or Network in the main navigation for the full table.

• Find / Create — start typing after two characters and results appear grouped by type: People, Organizations, Events.
• Network — a full table of every Record in your Workspace. Use the type filter to narrow to Person, Organization, or Event, and the search field to filter within results. Columns adapt to the type.
• @ in Terminal — pull up the record directory mid-conversation to reference a specific Record directly.

Creating and managing Records

Records get into your Workspace a few different ways:

• Manually — press ⌘K to open Find / Create, choose Person, Organization, or Event under Create, and fill in the fields. For organizations, add the Website URL — it's how NetworkOS matches your entry against the shared library and what unlocks enrichment. Save, and the Record is immediately part of your Network and available to Terminal.
• Through integrations — automatic syncs with external, authenticated systems bring Record data in on their own, e.g. a CRM (coming soon).
• Through bulk uploads — right now, Collaboration.Ai handles bulk record imports on your behalf as part of configuring your Workspace.
• Using Extract Records — the catalogue Agent Skill that pulls entities out of an uploaded File and structures them into Records automatically. See Agent Skills.
• Adding a Platform Library organization to your Workspace — when a platform organization shows up in results, you can add it to your own Workspace so it's part of your rolodex going forward.

Nested Organizations

Organizations can be nested — a parent organization with organizations beneath it. Use this to mirror real structure: a university and its research centers, a parent company and its divisions, an agency and its offices.

Where to find it: on any Organization record — the Parent field sits with the record's general information, and a parent badge appears under the record's name once one is set.

Set a parent

1. Open the Organization record (you'll need edit access).
2. Add the Parent field from the + menu in the record's general information — or, if a parent is already set, select it and choose Change parent.
3. Search for the organization and select it. An organization can't be its own parent, and each organization has at most one.

What nesting gives you

• The child record shows its parent as a badge under the record name — click it to jump straight to the parent.
• The parent record gains an Organizations section listing everything nested beneath it, expandable level by level.
• Terminal understands the relationship, so questions about the parent can draw on what's connected underneath.

Remove or change a parent

Select the Parent value on the child record and choose Change parent to point it somewhere else, or Remove parent to clear it — you'll be asked to confirm. Removing the link never deletes either record; it just disconnects the hierarchy.

Edit a Record

Open any Record you can edit and change field values inline. Every Record shows its attributes and — for People and Organizations — a Summary (see Agent Skills for Person Summary / Organization Summary).

Delete a Record

On a Record you can edit, open the action menu and choose Delete Record.

Warning: deleting a Record removes it from your Workspace, including anywhere it's used, and cannot be undone from the app. You'll be asked to confirm first.

My Records and edit access

Where to find it: My Records in the main navigation — visible only to Members with edit access to at least one Record.

Every user — Member or Admin — can view every Record in the Workspace. Editing is narrower and depends on role:

• Admins can edit any Record.
• Members can view all Records, but can only edit the ones they've been explicitly given edit access to.

If you're a Member with edit access to at least one Record, My Records appears in your navigation — a dedicated page listing everything you've been assigned. If you don't see it, either you're an Admin (edit access is universal, so the page doesn't apply) or you're a Member with no Records assigned yet — your Workspace Admin can assign them.

Attributes

Note: managing attributes — enabling built-in ones or creating custom ones — is Admin work. Every user sees and can set attribute values on Records they can edit; only Admins control which attributes exist.

Every Record type comes with a set of built-in attributes — standard fields like Organization Name, Website URL, or Location — available out of the box. Admins can manage which of these are enabled for their Workspace.

Beyond the built-in set, Admins can create custom attributes — fields specific to how your team works, like a program stage, a research focus, or a partnership status.

• Custom attributes appear on every Record of their type — one defined for Organizations shows on every organization in the Workspace.
• Some are scoped to specific organization types — a field relevant only to universities can be set to appear only on Education organizations.
• Whether built-in or custom, if you can edit a Record, you set its attribute values like any other field: free text, a number, a true/false toggle, a date, a list, or a pick from preset options.

For the actual steps to enable, create, or manage attributes, see Managing Your Data in Workspace Settings.