Principal Users

Applications › Security

Overview

Principal Users records store the identifying and contact information for users in the Security application. Use this form when you need to add a user, maintain their name and contact details, or record the applicable organizational and responsibility fields. Sales, project, purchasing, warehouse, and finance users can maintain records relevant to their operational responsibilities.

Workflow

1. Open Users and open the new Principal User form.

2. Enter the user’s identity and contact information. Complete Email, Title, First Name, Middle Name, Last Name, Display Name, and Mobile as applicable.

   Use Display Name to enter the name that should identify the user in the record.

   Tip: Enter a complete name before saving so that the user record can be readily identified from its display name and contact details.

3. Record the organization and responsibilities that apply to the user. Complete Shotec S.A.E and the relevant responsibility fields: SupperAdmin, Sales Manager, Team Leader, Sales Engineer, Shotec Secretary, Purchasing Manager, ShotecFinanceManager, and Section Head.

4. Decide whether to continue working on the record or finish it.

   • Select Save to retain the entered information and remain on the form.
   • Select Save and Close to retain the information and close the form.
   • Select Cancel if you do not want to continue with the current entry.

   Note: Use Save when you need to review or complete additional information before leaving the record.

5. When reviewing an existing Principal User record, revise the required fields and select Save. If the record should be removed, select Delete. Use Close to leave the form after completing your review.

Examples

Create a Principal User record for a sales team member:

1. Open Users and open the new Principal User form.

2. Enter the following details:

   • Email: maria.hassan@example.com
   • Title: Ms.
   • First Name: Maria
   • Last Name: Hassan
   • Display Name: Maria Hassan
   • Mobile: +20 10 5555 0123

3. Complete Shotec S.A.E and select the applicable responsibility field, such as Sales Engineer, to reflect Maria’s role.

4. Select Save and Close to create the record and return from the form.

Tips

Tip: Use a consistent format for Display Name so that users can be recognized consistently across business records.

Warning: Select Cancel rather than Save when the information entered on a new form should not be retained.

Related pages

• Security — Overview
• my-profile
• Security — Learning Path