Creating a New User

An administrator or other user who has the appropriate permissions can create new ServiceDesk users.
Users can also be added to ServiceDesk through Active Directory.
Every ServiceDesk user requires permissions to perform any actions in the Process Manager portal. By default, every new user is assigned to the All Users group, which provides general permissions. However, you must assign the user to one or more of the groups that provide the permissions that are appropriate for that user’s role.
The easiest way to assign groups and permissions to a new user is by cloning them from another user during the user entry. If you do not clone the user information, you must assign the user to groups manually.
  1. To create a new user
  2. In the Process Manager portal, click
    Admin > Users > Accounts > Manage Users
    .
  3. On the
    Manage Users
    page, at the right of the
    All Users
    title bar, click the
    Add User
    symbol (a person’s head with a green plus sign).
  4. In the
    Add User
    dialog box, on the
    Main Information
    tab, enter the information to identify the user.
  5. (Optional) Add additional user information on the following tabs:
    Clone User
    Lets you clone groups, permissions, or organizations for this user from an existing user.
    Process Manager Settings
    Contains the options for setting the theme, home page, and time zone.
    Email Settings
    Lets you add and delete additional email addresses and set the primary email address.
    Phone Numbers
    Lets you add phone numbers, along with additional details about the phone numbers, for the user.
    Messengers ID
    Lets you add multiple instant messenger IDs for the user, and designate one messenger ID as the primary contact.
    Profiles
    Lets you add profile information for the user.
  6. In the
    Add User
    dialog box, click
    Save
    .