Managing People
View, edit, and manage lifecycle status for people in your directory.
The People Directory provides tools for viewing, editing, and managing the lifecycle of your citizen developers.
Viewing the Directory
The people table shows all directory entries with columns for name, email, department, job title, team, status (Active/Inactive), and maker tier. Use the search bar to filter by name or email.
Summary stats at the top show total people count, how many have department data, and unique department and team counts.
Editing a Person
- Click a row in the people table to open the person detail sheet
- Edit any field: display name, email, department, job title, team, manager
- Change their status to Active or Inactive (with optional reason)
- Assign a maker tier: Explorer, Builder, or Champion
- Changes save automatically
Assigning Maker Tiers
- Open the person detail sheet (click a row in the directory)
- Select a tier from the Maker Tier dropdown: Explorer, Builder, or Champion
- The tier is reflected on My Board, in governance views, and in the Builders dashboard
Bulk Status Updates
Use Full Sync import mode to deactivate people who are no longer in your organization:
- Export your current active employee list to CSV
- Upload with Full Sync mode
- People in the database but not in the CSV are automatically marked inactive
Change History
The person detail sheet includes a change history timeline showing all modifications with timestamps and the source of each change (CSV upload, manual edit, API sync, or auto-link). These records are permanent and cannot be edited or deleted.
Data Retention
Velnoro is designed to preserve historical data even when people leave your organization or are removed from the directory.
What Happens When Someone Leaves
| Scenario | What Happens | Historical Data |
|---|---|---|
| Full Sync CSV import (person not in new CSV) | Person is soft-deactivated: is_active set to false, deactivation reason recorded as "csv_full_sync", timestamp captured | All data preserved. The person's directory entry, change history, and asset attributions remain intact. |
| Manually deactivated via the person detail sheet | Same as above, with your chosen deactivation reason (e.g., "left organization", "role changed") | All data preserved. |
| Team member removed from Settings | Their Velnoro account membership is deleted and their link to a directory entry is cleared | Directory entry is untouched. Asset attributions, audit log entries, and change history all remain. |
Asset Ownership
Asset ownership is captured as a snapshot at scan time. Each asset stores the owner's name and platform ID directly in the scan record. This means:
- Deactivating or removing a person never orphans their assets
- Assets always show who owned them at the time of the scan, even if that person is no longer active
- The governance Health & Governance page can still filter by inactive owners for cleanup purposes
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Can't access People Directory | Your role is Member (read-only) | Ask your team Owner or Admin for access |
| My Board shows "Link your identity" even though I imported my data | Your Velnoro account email doesn't match a directory entry | Link manually by searching for your name in the dropdown |
FAQ
Q: Can I delete a person from the directory? No. People can only be deactivated, not permanently deleted. This ensures historical data (asset attributions, change history, audit entries) is always preserved. Use Full Sync import mode to deactivate people who are no longer in your organization.
Q: If someone quits and isn't in the next CSV upload, is their data lost? No. In Merge mode, their entry stays active and untouched. In Full Sync mode, their entry is marked inactive but all data is preserved.
Q: Is the People Directory synced automatically with Entra ID? Automatic sync is not currently available. Import people via CSV, or enable User.Read.All on your Microsoft connection for scan-time enrichment. Full directory sync is on the roadmap.