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Adding nonsupport staff


You can create nonsupport staff profiles for employees, customers, and vendors in BMC Remedy AR System. After you import these profiles into BMC IT Business Management, they are configured as clients. If nonsupport staff have a logon ID and password, they can record their own data on the application console.

To add nonsupport staff

  1. On the Standard Configuration tab of the Application Administration Console, select the company.

    The company can be the top-level company or an organizational unit in that top-level company's organizational hierarchy.
  2. Click the Create link next to People.
  3. In the People form, enter the person's first name and last name, and select the client type.

    The the following table lists the client types available for selection:

    Client type

    Information required

    Office-Based Employee

    None

    Field-Based Employee

    None

    Contractor

    Select or enter a site in the Site field.

    Customer

    None

    Prospect

    None

    Vendor

    Site information is optional.

    Home-Based Employee

    You must enter home information in addition to the site information.

    (Optional) You can select a contact type, such as Sales or Technical Support.

  4. Set Support Staff to No.
  5. Enter the phone number by clicking in the Phone field and pressing Enter.

    You can select a country code for a phone number from the list or you can enter one manually. If you omit the phone number, it is set as unknown.
  6. (Optional) Enter the email address. 

    Warning

    Note

    If you want the person to receive email notifications, you must enter an email address.

  7. If this person is a home-based employee, enter the home address and phone number.
  8. In the Organization Information area, select the company and, optionally, select the organization and department.
  9. In the Location Information area, select the site.

    You must select a site for employees, but it is optional for customers and vendors.
  10. To permit this person to log on to the system, perform the following steps:
    1. Enter a logon ID and password. People who have access to the People form can change their password.
    2. Update access restrictions to specify at least one company name for which the nonsupport person has data access. The company name can represent either the top-level company or an organizational unit. For more information about controlling data access, see Data access restrictions

      Warning

      Note

      Licensing preferences are not required for BMC IT Business Management Suite configuration.

  11. Click Add.
  12. If you entered a logon ID and password for this person, you must confirm the password.
  13. To add more nonsupport staff records, repeat steps 3 through 12.
  14. When you are finished adding people records, click Close.

 

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BMC IT Business Management Suite 8.0