Create a contact record from an operator record

Applies to User Roles:

System Administrator

The contact and operator records are synchronized so that if you change the HPE Service Manager ID field in the contacts record, it triggers the same change in the Contact ID field in the operator record. The reverse is also true. In order to make the synchronization possible, every user in the system must have both a contact record and an operator record.

To create a contact record from an operator record, follow these steps:

  1. Click System Administration > Ongoing Maintenance > Operators.
  2. Enter and select the search criteria to find the operator for which you want to create a contact record.
  3. Click Search.

    A list of operator records is opened.

  4. Select an operator from the list.
  5. In the selected operator record, replace the Contact ID with the new contact ID.
  6. Click More or the More Actions icon, and then Create Contact option.
  7. Click Create Contact.
  8. Follow the prompts to finish creating the contact.
  9. Click Save.