Associating users and custodians

You can associate a person with a location as a custodian, as a user, or as both a user and a custodian. A user is the person who uses the location. A custodian is the person who is responsible for the care of the location. A location can have multiple users and multiple custodians.

About this task

By default, the first person you associate with the location is designated as the primary contact for that location. You can change the primary contact. If a location does not have any users or any custodians, anyone can create a ticket for that location. Self-service users can create requests only for locations that list them as a user or custodian.

Procedure

  1. In the Locations application, display the location with which you want to associate users or custodians.
  2. Select the Associate Users and Custodians action.
  3. Click New Row.
  4. In the Person field, type the name of the person that you want to associate with the location.
  5. To designate the relationship of the person with the location, perform either or both of the following actions:
    1. To designate the person as a user, select the User check box.
    2. To designate the person as a custodian, select the Custodian check box.
  6. To designate a person as the primary contact, select the Primary check box. When you select this check box, the system clears the Primary check box in the record of the person previously designated as the primary contact. Only one person can be designated as the primary contact for a location.
  7. To add another user or custodian, click New Row.
  8. To save the associations and to return to the record, click OK.