Configure end user profile

All end users must also be users of ITSMA Service Management. The end users’ profile are defined in various fields in the contacts table in Service Management, including company (if multi-tenancy is enabled), department, location and language preference, and on service if the service field is mandatory. The Service Management system administrator must configure these profiles properly so that each end user chat request can be properly routed. Meanwhile, an end user must have New, Update and Close rights on Service Desk security area for End User Chat.

Note For virtual agent and assignment group routing, the system uses following language settings instead of the the user's profile language:

  • The language that a user selected when logging on to the ESS portal.
  • The browser language preference when logging on to the Service Portal.

Follow these steps to configure the user profiles in the contacts table:

  1. Log on to Service Management as a system administrator.
  2. Type db in the Service Management command line field, and then press Enter.
  3. Type contacts in the Table field, and then click Search.
  4. Click contacts in the Format Name list.
  5. Type the end users’ name in the Contact Name field, and then click Search. For example, CAFFREY, AARON.
  6. Update the users’ profile as necessary.
  7. Click Save and OK.