Adding Basic Information

You can add the basic information of the user using the User Info pane of the Manage Users screen.

Open the BSM portal.
  1. Click Users in the Admin list.
    The Manage Users screen appears.
  2. Click New.
    The User Info pane opens.
    User Info pane
  3. In the User Info pane, fill in the following fields (and any other fields shown on your screen as required):

    • First Name - First name of the user

    • Person Id - Personal identification number

    • Title - Appellation indicating status of contact, for example, Mr.

    • Middle Name - Middle name of the user

    • Last Name - Last name of the user

    • Nickname - Familiar name of the user

    • Gender - Gender of user

    • Identification Number - Unique agency number, for example, badge or employee number

    • Birth Date - Select the date in the calendar.

    • Comments - Any additional information about the user

    • Scheduling Comments - Used with NOVUS-DR.

    • Preferred Language Id -
    • HourlyRate
    • Identity Name
    Note: The fields shown on the tab depend on the information that your site requires. You can choose which fields to add from the shortcut menu.
  4. Click Save.
  5. Optional: Click Next to proceed with adding other information.