Adding users to the Service Portal

Administrators with a maxadmin user ID can add Service Portal users as needed.

About this task

To add a Service Portal user, log in to Service Portal as an administrator and complete the following steps.

Procedure

  1. Select Administration > People. The People page displays a list of users. You can use the search field to determine whether the user was already added to the system. All columns in the list are searchable. You can click the column header to sort by a column.
  2. To add a user, click Add on the New Person page.
  3. On the New Person page, enter the name, email address, and phone number for the user. An email address is required, and the email address must be unique.
  4. In the User ID field, enter an ID for the person. The person ID must be unique.
  5. In the Display Name field, specify a name to identify the user in the portal.
  6. Select the appropriate status. Users with an inactive status cannot log in to the Service Portal, and they cannot be assigned as owner of a ticket.
  7. To specify one or more user roles, in the User Roles section, select from the following options:
    Option Procedure
    To add one or more user roles
    1. Click Add New.
    2. On the Add User Roles page, select one or more user roles to assign to the person. You can press Control + Shift to select individual roles. Press Shift to select sequential roles.
    3. Click Add. The New Person page is displayed, and the user roles that you selected are listed in the User Roles section.
    To copy user roles from an existing user's role set
    1. Click Copy Roles.
    2. In the Copy Roles From field on the Copy Roles tab, specify the user that you want to copy roles from.
    3. Select one of the following actions:
      • Replace Existing: select this option if you want to replace all roles for the current user with the roles of the user that you specified in the Copy Roles From field.
      • Add To Existing: select this option if you want to add all the roles of the user that you specified in the Copy Roles From field to the user that you are currently editing.
    4. Click Add. The New Person page is displayed, and the user roles that you selected are listed in the User Roles section.
  8. Save the person record.

Results

After you save the record, the person is notified by email about access to the portal, and a temporary password is sent. Users are instructed to change the password when they log in to the IBM Control Desk user interface for the first time.
Parent topic: Managing Control Desk Service Portal users

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