Brady NetDoc, User Manual

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NetDoc User Guide
Contacts
Adding a Contact
Adding Contacts is not required by NetDoc to manage your infrastructure. Your company may,
however, 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 Navigator Tree, select the Contacts category from the drop-down
list in the List View . Any contacts already entered will be listed
2. Click the Add button in the Info tab of the Contacts Detail View .
3. Fill in the First Name and Last Name fields. These are the only required fields. You
can also enter Employee ID, Department, Title, E-mail, and Phone Number, as well as
User Name, Passwords, permission levels, and User Type.
4. If you are entering the Contact information from a space other than the user’s workspace,
click on the
Set Location button in the Location box to find that workspace and
associate the user with it.
5. When the Location window appears, highlight the space where the user is located, and
click Accept .
Defining a Contact
NetDoc comes with many Contact types already defined for you. If, however, you wish to track a
type of Contact that has not been defined, you can define it yourself.
To define a contact type:
1. In the View Detail area, click the yellow ellipsis button to the right of the User Type
field.
2. In the pop-up Customizable Fields window, click the Add button.
3. In the newly added row, enter the Type .
4. The Descriptions columns allow you to assign descriptions you want to include for each
Contact Type.
5. Click Save to save your input.
To delete a contact type
1. Click the yellow ellipsis button next to User Type.
2. Click to select the type to delete.
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