User Management
Create User
Steps:
- Navigate to the "Admin" tab.
- Select the "User Management" option.
- Click the “Add New User” button.
- Enter the following information:
- Full Name: Name of the user.
- Title: User’s title.
- User Name: User’s email address. Must be unique in Service Manager.
- User Role:
- Admin – administrator, can change and read all pages.
- Developer – Can change and read all pages, except Admin pages.
- Read-Only – have read access to all pages.
- Support Group: List of all active support. Each user can only assign to 1 support group.
- Time Zone: The date time on the page will be shown as per user preferred time zone.
- User Password: Password used to login to Service Manager.
- Active: Only active user can login to Service Manager portal. Change to de-active to delete the user. De-active will only take effect until users next login.
- Click the "Create" button.
Edit User
Steps:
- Navigate to the "Admin" tab.
- Select the "User Management" option.
- Click the “Edit” button for the user you want to edit.
- Update the information as needed:
- Full Name: Name of the user.
- Title: User’s title.
- User Name: User’s email address. Must be unique in Service Manager.
- User Role:
- Admin – administrator, can change and read all pages.
- Developer – Can change and read all pages, except Admin pages.
- Read-Only – have read access to all pages.
- Support Group: List of all active support. Each user can only assign to 1 support group.
- Time Zone: The date time on the page will be shown as per user preferred time zone.
- User Password: Password used to login to Service Manager.
- Active: Only active user can login to Service Manager portal. Change to de-active to delete the user. De-active will only take effect until users next login.
- Click the "Apply Changes" button.