Manage Organizations

Concepts

The Service Manager Service Portal Administrator can create new organizations that contain groups of users with specific roles and permissions. The Administrator can also revise or delete existing organizations.

Service Manager Service Portal users log in to an organization by specifying a tenant, which is the Organization ID for the organization. The Organization ID for an organization can be viewed in the Organization Details view. (See Edit an Organization for instructions to view an organization's Organization ID.)

For example, to log in to the Consumer organization, enter this URL into a browser:

https://SMSP_HOST:9000/org/CONSUMER

Where SMSP_HOST is the fully qualified host name of the Service Manager Service Portal system.

In this example, "CONSUMER" is the Consumer organization's Organization ID. To log in to an organization that was created in Service Manager Service Portal, use the organization's Organization ID.

Tasks

• View all Organizations
• Create a New Organization
• Edit an Organization
• Delete an Organization

View all Organizations

To view all organizations:

1. Click the Identity application in the Launchpad.

The Organization List view appears and the current Service Manager Service Portal organizations are displayed.

Create a New Organization

To create a new organization:

1. Click the Identity application in the Launchpad.
2. Click Add Organization.
3. In the Create Organization dialog, type your new Organization Name. A unique Organization ID, based on your Organization Name, is created as a unique identifier.
4. Click Create to create the organization. The new organization appears in the Organization Details view.
5. In the Organization Details view, click Edit.
6. In the Organization Information Editor, you can optionally type an Organization Description and provide the URL of an image in the Organization Image URL field. There is a limit of 1,024 characters in the Organization Image URL field.
7. Click Save to finish and save your changes.

After you have created an organization and specified its basic properties, you must perform the following tasks to configure the new organization:

• Manage Authentications – Set up LDAP authentication for your new organization. You set attributes and privileges for members, groups, and other basic authentication information for integration with your organization.
• Manage Customizations – Customize various aspects of the organization, such as the Service Manager Service Portal title and welcome message.
• Manage Roles – Create roles for the organization and associate permissions with the roles.
• Manage Groups – Create groups for the organization and associate roles with the groups.
• Manage Permissions – Manage permissions and associate permissions with roles.

Edit an Organization

To edit an organization:

1. Click the Identity application in the Launchpad.
2. In the Organization List view, click the organization you want to edit.
3. In the Organization Details view, click Edit.
4. In the Organization Information Editor, you can revise the organization's Display Name, Organization Description, and the Organization Image URL properties. There is a limit of 1,024 characters in the Organization Image URL field.
5. Click Save to finish and save your changes.

Delete an Organization

To delete an organization:

1. Click the Identity application in the Launchpad.
2. In the Organization List view, click the organization you want to delete.
3. In the Organization Details view, click Remove.
4. Confirm deletion of the organization.

The Service Manager Service Portal organization is deleted.

 

Related Topics

• Manage Languages – Add, set as default, and delete languages within a Consumer organization.
• Manage Authentications – Set up LDAP authentication or SAML authentication for your new organization. You will set your LDAP attributes and privileges for members, groups, and other basic authentication information for integration with your organization.
• Manage Customizations – Customize various aspects of the organization, such as the Service Manager Service Portal title and welcome message.
• Manage Roles – Associate roles to groups and remove roles from groups.
• Manage Groups – Create, revise, and delete groups within an organization.
• Manage Permissions – Associate groups and permissions to roles and remove groups and permissions from roles.
• Manage Impersonations – For request on behalf, create and delete impersonations.
• Service Manager Service Portal Automation License – Manage Service Manager Service Portal licensing.