Service Manager

Adding Users to the System and Assigning Roles to Users

Use the Application Setup - Users page to create users and assign them to roles.

This is one step of the application setup process. For more information about this process, including how to access this page, see Setting Up the Application.

This topic describes how to manually add employees to your application. This information is stored as part of the Employee.Profile business object.

•Before Adding Users

•Adding Users

Before Adding Users

1.Add managers: Add all employees that are managers to your application. Add them using the process as described in Adding Users.

You must add managers before adding teams so new team records can be saved to the manager employee profiles.

2.Create teams: Use teams to group your employees to simplify the assignment process for incidents, problems, and changes. The application assigns newly-created assignments to a team. Users who are not part of a team do not appear in the Assignee drop-down menu.

You must create teams before adding non-manager users. This allows you to assign users to teams when defining the employee information.

3.Add users: See Adding Users.

Adding Users

1.Click Users. The application displays the Application Setup - Users page.

2.To add a new user to the application and assign the user to one or more roles, do the following:

a.

Click Add User.

b.

Enter the first name, last name, login ID, email address, and phone number for the new user.

The value of the Login field cannot contain angle brackets. This is to avoid the possible addition of malicious JavaScript being added to the application.

c.

Select an organization and a team for the new user.

d.

Select the roles to assign the new user to.

e.

Click Save.

3.To assign an existing user to a role, do the following:

a.

Find the name of the user in the Users column for any role.

For example, if you want to add a user to the Configuration Manager role, the name of the user will not be listed in the Users column for that role, so look under another role for the name of the user.

b.

Click Edit next to the name of the user.

c.

In the Member Of field, select the roles to assign the user to.

d.

Click Save.

4.To remove a user from a role, do the following:

a.

Highlight the name of the role in the Roles column.

b.

Find the name of the user in the Users column.

c.

Click Revoke next to the name of the user.

5.To remove a user from the application, do the following:

This removes the user from the application.  It does not just remove the role from the user, but also removes the user from the application. Use caution when selecting this option.

a.

Find the name of the user in the Users column for any role.

b.

Next to the name of the user, click Remove.

c.

Click Yes in the confirmation message.

6.Click Next to save your settings and go to the next page. See Reviewing and Finishing the Application Setup.