Administer > Application setup > Self-service > Creating self-service users > Create a self-service user

Create a self-service user

Applies to User roles: System Administrator

A new self-service user requires an operator record and a contact record. Hewlett-Packard recommends that you also create a user role for all self-service users. Alternatively, you can use the out-of-box self-service user role record.

Create self-service user contact record and operator record in one operation

To create the contact record and the operator record in one operation, follow these steps:

  1. Click System Administration > Base System Configuration > Contacts.

  2. Specify information for the new contact that you want to create. The following fields are required for a self-service user:

    • Contact Name
    • Full Name

    • Email

      Service Manager uses the email address as the user's Service Manager ID when it creates the new operator record.

  3. (Optional) Choose the Primary Configuration Item to be associated with this user.
  4. Click Add. 
  5. When the new contact record is created, click More or the More Actions icon, and then click Create Operator.
  6. Select Self Service User for the operator type, and then click Next.
  7. Click Save.
  8. Click OK.

Create self-service user manually

To create a self-service user manually, follow these steps:

Note If you create the operator record manually, you can use the out-of-box template record (Template_SelfService) to create a self-service user. If you choose this method, you must also create a matching contact record.

  1. Click System Administration > Ongoing Maintenance > Operators.
  2. Type or select optional search criteria, and then click Search.
  3. Select Template_SelfService.
  4. Replace the Login Name and Full Name.

  5. Verify the following:

    • User Role field contains SELF SERVICE.
    • Service Profile field contains SELF SERVICE.
  6. Add optional information, such as Language and Default Company name.
  7. Click the Login/Contact Profiles tab and choose a resource type from the Resource Type list.
  8. Click the Notification tab and in the Email Addr. field, type the self-service user's email address.

  9. Click the Self Service tab:

    • To limit the new user to only self-service requests, select the Self Service Access Only check box.
    • Type the name of the Self Service Menu to display when the user logs on using a self-service URL. The out-of-box menus are ESSSM and ESSM-Approval. ESSM-Approval provides the Approval Request link to the Approval view on the self-service starting page for those users with approval capability.
    • Click the list to choose the Self Service Starting Page to display when the user logs on using a self-service URL. For example, choose Submit a Request.
  10. Add optional information to any tab.
  11. Click Add.

  12. Create a self-service user contact record:

    1. Click System Administration > Base System Configuration > Contacts.
    2. Type the new contact information.
    3. Click Add.

Note

  • The Service Manager ID field in the contact record must match the operator Login Name in the operator record.
  • If you choose the User Quick Add Utility, Service Manager prompts you to create the contact record for the user if it does not exist.
  • You can apply the Template_SelfService template to a new operator record.

Related topics

Master data records
User roles
Self-service
Creating self-service users
What is a self-service power user?
Add a user role record
Delete a user role record
Search for a user role record
Create a self-service user from an existing contact
Create multiple self-service users from a contact list
Grant self-service access