# Principal Users

_Applications › Security_

![Principal Users](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ae38947c0f50c3ce23c74e211892041c.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A20.05%2C%22y%22%3A52.07%2C%22w%22%3A1.48%2C%22h%22%3A2.49%2C%22label%22%3A%223%20%20Shotec%20S.A.E%22%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A20.05%2C%22y%22%3A69.43%2C%22w%22%3A1.48%2C%22h%22%3A2.49%2C%22label%22%3A%223%20%20Sales%20Engineer%22%7D%5D%7D)
*Principal Users*

![Shotec S.A.E](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/563dfc6a689f9028f628a19683cdbf86.png)

![Sales Engineer](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/563dfc6a689f9028f628a19683cdbf86.png)

## 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](doc:security-overview)
- [my-profile](doc:security-my-profile-edit-record)
- [Security — Learning Path](doc:workflows-security)