Create an operator record from a contact 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 an operator record from a contact record, follow these steps:

  1. Click System Administration > Base System Configuration > Contacts.
  2. Type or select optional search criteria to find the contact for which you want to create an operator record.
  3. Click Search.
  4. If the search returned a list of records, select the contact from the list.
  5. In the contact record, click More or the More Actions icon.
  6. Click Create Operator.
  7. Follow the prompts to create the operator record.