Adding user information

Depending on your organization, you may need to record additional information about users. This information is used by other iBase users who may have queries about the data added to this database, or who may need to discuss the record before editing, deleting, or merging records owned by that user.

About this task

You can add information for all users, including those who use single sign-on even though their user accounts may be based on a Windows group rather than individual Windows users. Alternatively, you can ask the user to add their own contact details when they first open the database in iBase. However, users cannot do this if Alerting is in use or if they do not have their own iBase user account.

As part of the contact details, you can enter a location which could be a geographical area, a division, or an area of responsibility. The location can be used in the Audit Viewer to filter the audit data. You will need to predefine the locations by entering each location for at least one user on the Information page. In iBase, users can only select a location, they cannot type it in.

Procedure

  1. Select Security > Security Manager
  2. You can then do one of the following:
    • Click New to create a new user.
    • Select an existing user and click Edit.
  3. In the User dialog, click the Information tab.
  4. Enter the full name, location, telephone number, e-mail address, and any notes.

    The location will appear on a Location list that can be used by other users entering their own contact details in iBase.

  5. Confirm that the details are correct by clicking OK.