Create a User Profile
Use the User Manager in CSM Administrator to create a User Profile for each CSM user.
The User Profile stores the pertinent details and properties for the user such as:
- Login credentials: Username and password, and authentication method.
- User information: Name, department, title, manager, contact information.
- Account details: Password resets, reserved licenses.
- Assigned Security Group.
- Assigned Teams.
Good to know:
- To save time, import users already stored in a Service Directory.
- Login credentials (either Cherwell or Windows/Lightweight Directory Access Protocol [LDAP]), Security Group, and Full Name are required fields on a User Profile. Department, Email, and Manager are highly recommended because some features (record ownership, One-Step™ Actions/Actions, Automation Processes), if configured, use them.
- If the user's Security Group does not yet exist, you must create it before creating the User Profile. You can create the Teams before, or on the fly.
- The user information fields are configurable and are stored in the User Info Business Object.
- If configured, record ownership rights (view, add, edit, delete rights) can be extended to managers, departments, and Teams/Workgroups, so carefully consider the implications of these relationships.
To create a User Profile:
Setting User Authentication Options
Adding User Information
Setting User Account Details
Adding Users to Teams