System / Archibus Administrator - Users and Security

Users, Employees, and Emails

After setting up background data, you have to ensure that the user information and email addresses are up-to-date in the Employees table and Users table. Some applications also require that you update other tables, such as the Vendors or Craftspersons table. This is important because you need to make sure that all users are able to log into the system and that they will receive the correct email notifications.

Entering User Data

See these topics for developing the Employees, Vendors, Craftspersons, and Users .

• Entering Employees
• Entering Vendors
• Entering Craftspersons
• Entering Users
• Synchronizing Users and Employees

User Emails

Many users will be receiving email notifications, including project requestors, facilities managers, approving managers, craftspersons, and vendors. Make sure to include employees and contractors in both the Users and Employees tables and enter the same email address in both tables.

For vendors and craftspersons who will access Archibus, create a record in the Users table for each craftsperson and vendor, and be sure that to enter the same email address as found in the Craftspersons and Vendors tables. For more information on email notifications, see Email Notifications for Archibus Applications and Email Notification Log.

After adding new users to the Users and Employees, Vendors, or Craftspersons tables, it is important to test sending emails to the new users. The email should include the new user's Archibus user ID and password.