Administration › Security and Role Management › Contacts › Create a Contact

Create a Contact

Every person who uses your system on a regular basis needs to be defined as a contact.

To create a new contact

1. Select Security and Role Management, Contacts on the Administration tab.

   The Contact Search page appears.

2. Fill in the filter fields as desired (or leave all filter fields blank to see a listing of all contacts), then click Search.

   The Contact List page appears.

3. Click Create New.

   The Create New Contact page appears.

   Note: If your installation is configured to access an LDAP server, and has the necessary options installed, the Merge LDAP button appears in the upper right corner of the Create New Contact page. For information about basing the contact record on an LDAP entry, see the Administration Guide.

4. Complete the fields as appropriate for the contact.
5. (Optional) Use the controls available on the tabs at the bottom of this page to configure the contact.
6. Click Save.

   The contact record is saved and the Contact Detail page appears. The following buttons are now available for configuring the contact:

   • Update Environment -- Displays the Configuration Item/Asset Search window for the contact or organization, where you can specify search criteria for the assets you want to consider. When you click Search, the Environment Update window is displayed, where you can add and remove assets for this contact or organization.
   • Update Groups -- Displays the Group Search window, where you can specify search criteria for the groups you want to consider for this contact. When you click Search, the Groups Update window is displayed, where you can add and remove groups for this contact.

See Also

Contact Fields

Contact Tabs