Adding Users for IT360 Monitoring Module

This section is common to all the editions of IT360 - Professional edition, Enterprise Edition [both Central and Probes], MSP Edition [both Central and Probes].

Note:

  1. For adding users, you need roles to assign them. You can either choose from the default IT360 roles, or add your custom roles.

  2. The term "SMS" appearing in this document refers to "Text message".

As an Administrator, you can add more users and define their scope for effective administration.

The steps for adding users are the same for the Professional Edition and the Enterprise Edition is the same, while for the MSP Edition it is slightly different and hence are explained in separate sub-sections, below.


Steps to Add a User - Professional and Enterprise Editions (Both Central Server and Probes)

  1. Login to IT360 console with the Username and Password of an Admin user.

  2. Click the Admin tab in the header pane.

  3. Click Users under User Management.

  4. In the wizard displayed, click the Add User link (as shown below).

  1. Add the user by providing the following details:

A) Contact Details:

B) Roles:

For example, the below screenshot lists the different roles available with the Professional edition:

C) Login Details:

Note:

1. In order to login to the IT360 webclient, using any of the Roles here, you need to just enter the Login Name and Password (that you configure in this section for that specific role) in the User Name and Password fields of the Login Page of the IT360 webclient.

2. The Login Details part will not appear, if you have selected the Role: HelpDesk Non Login Technician.

3. The Login Details part is optional, if you have selected the Role: HelpDesk Requestor. You can either enable or disable the checkbox.

Choose the required Role from the Role Name dropdown and the complete the below fields.

Check the Use Login Name as Password option, if you want the Login Name to be used as Password, as well. On selecting this option, the Password and Confirm Password fields get automatically populated with the value entered in the Login Name field.

D) Click Save. The new user is added successfully.

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Steps to Add a User - MSP Edition (Both Central Server and Probes)

Note: The steps for adding an MSP user are almost same as listed above for Professional and Enterprise editions. The difference is in the Roles selection part, as for certain roles the access details vary.

Here is the procedure;

  1. Login to IT360 console with the Username and Password of an Admin user.

  2. Click the Admin tab in the header pane.

  3. Click Users under User Management.

  4. In the wizard displayed, click the Add User link (as shown below).

  1. Add the user by providing the following details:

A) Contact Details:

B) Roles:

Select the role to be assigned to the user, from the drop down. Refer Manage Users and Roles for more information on different roles available in IT360-MSP.

    1. Administrator, Power User, Help Desk Roles, Custom Roles:

    For these roles, you can fill in the Contact Details, configure the Login Details and click Save.

Note: For the below mentioned Roles (ii - iv), you need to fill in the relative fields displayed for each Role, and then configure the Login details.
    1. Customer Role:

      • Choose the 'Role Name' as 'Customer'.

      • Choose the Customer Type as either the Direct Customers or Customers through Partners.

      • If you choose the Customer Type as Direct Customers, select a Customer from the Has access to dropdown. The selected Customer is displayed, along with the associated Sites, in a hierarchy (As in the below screenshot). You can choose the required options.

      • If you choose the Customer Type as Customers through Partners, select a Partner and a Customer from the 'Has access to' drop down. The selected Customer and the Partner, along with the associated Sites, are displayed in a hierarchy (As in the below screenshot). You can choose the required options.

    1. Partner Role:
    • First, choose the 'Role Name' as 'Partner'.

    • Select a Partner from the Has access to dropdown. The various Customers through the selected Partner are displayed, along with the associated Sites, in a hierarchy (As in the below screenshot). You can choose the required options.

    1. Operator Role:
    • Choose the 'Role Name' as 'Operator'..

    • Give access to the user to either of the following; Selected BSGs or Selected Customers or Selected Partners.

      • Assign User for Business Service: If you choose to give access to the user for the BSGs, then select the Selected BSGs option. All the available BSGs are displayed, along with their subgroups, in a hierarchy (As in the below screenshot). You can choose the required options.

      Note: The BSGs listed are those created via the Add Business Service wizard.

    • Assign User for Direct Customers: If you choose to give access to the user for the Customers (direct), then select the Selected Customers option. All the available Direct Customers are displayed, along with their Sites, in a hierarchy (As in the below screenshot). You can choose the required options.

    Note: The Customers/Sites listed are those created before, via the Add Direct Customer/Site wizard.

  • Assign User for Partners: If you choose to give access to the user for the Partners, then select the Selected Partners option. All the available Partners are displayed, along with their Customers and Sites, in a hierarchy (As in the below screenshot). You can choose the required options.

Note: The Partner / Partner Customer / Site(s) listed are those created before, via the Add Partner and Managing Partner Customers wizards.

C) Login Details:

D) Click Save. The new user is added successfully.

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Steps to Modify User Details

To modify user details, such as Password, Mobile number etc, follow the below steps;

  1. Login to IT360 console with the Username and Password of an Admin user.

  2. Click the Admin tab in the header pane.

  3. Click Users under User Management.

  4. In the wizard displayed, click icon against the User Name, whose details have to be modified. The 'Edit User' window pops up.
  1. Edit the required details in the window and click 'Update'. The user data is updated.

Note: You will be allowed to edit all the fields, except Login, which is read-only.

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