User`s manual

1-124 Rev B NetDoc™ User’s Manual
Setting Up the Cabling Infrastructure
Contacts
Adding a Contact
NetDoc™ does not require you to add contacts to manage your infrastructure. However, your
company may want to list contacts, such as users, outside consultants, contractors, support,
and the horizontal links associated with their workspaces for your internal network users.
The Contacts utility is also a practical place to keep track of employees and their workspaces,
as well as the assets they use.
To add a contact:
1. From anywhere in the Navigation Tree, choose Contacts from the drop-down list in the
List View. All previously-entered contacts will be listed
2. In the Contacts Detail View, click the Info tab, then click Add.
3. Enter the First Name and Last Name fields. These are the only required fields.
4. (Optional) Enter Employee ID, Department, Title, E-mail, and Phone Number, User Name,
Passwords, Permission Levels, and User Type.
5. To enter Contact information from a space other than the user’s workspace:
a. In the Location box, click Set Location.
b. Navigate to the workspace where the user is located and click Accept.
Defining a Contact
NetDoc™ comes with many pre-defined Contact types. However, you can also define your
own types.
To define a contact type:
1. In the View Detail area to the right of the User Type field, click .
2. In the Customizable Fields window, click Add.
3. In the newly-added row, enter the contact Type and up to 10 descriptions.
4. Click Save to save your input.
To delete a contact type
1. In the View Detail area to the right of the User Type field, click .
2. Click the user type you want to delete, then click Delete.
3. Click Save.