Adding Alloy Navigator accounts

Alloy Navigator accounts (both Technician accounts and SSP Customer accounts) are created using the New Account wizard. You can start this wizard by opening the Users & Security > Accounts and Roles > Accounts section and clicking New.

NOTE: Before starting the wizard, plan the type of account you want to create and the authentication type that will be used by it. For details on different types of accounts, see Types of Alloy Navigator accounts. For details on authentication types, see Authentication types.

Follow the step-by-step instructions on creating accounts of different types:

  • ClosedCreating Technician accounts

    Before you begin:

    • Consider the tasks the technician will be performing in Alloy Navigator and plan the technician’s membership in existing security roles, or create new security roles, if needed. For details, see Managing security roles.

    • If you have a combined product license, decide what type of account to create for this technician: Concurrent or Named. For details, see Types of Technician Accounts.

    To add a new Technician account:

    1. In the Users & Security > Accounts and Roles > Accounts section, click New. The New Account Wizard starts. On the Welcome page, click Next.

    2. On the Select Account Type page, select Technician, then click Next.

    3. If the Select Technician Type page appears, choose the type of account you want to create for this technician and click Next.

    4. TIP: However, you will be able to change the Technician account type later. For details, see Types of Technician Accounts.

    5. On the SelectAuthentication Type page, choose the authentication type and click Next. For details, see Authentication types.

    6. Depending on the selected authentication type, proceed through next steps of the wizard:

      • For Windows Authentication:

        1. On the Select Windows Account page, type in a Windows login name. This can be a Windows domain or local computer account. Use the following format: DomainName\UserName or ComputerName\UserName.

          You can click the Find button to bring up the standard Windows Select User dialog box. The dialog box allows you to quickly find a domain or local user account. For example, you can choose a location to search in, enter the user name to find and click Check Names. For more information, refer to the dialog box's Help system. When done, select the found user name in the list and click OK to close the dialog. Click Next.

        2. On the Import Person from Active Directory page, you can keep the check box selected to create a new person record based on the information imported from Active Directory. Click Next.

      • For Standard Authentication:

        1. On the Enter Login and Password page, enter the user name (login) and password for the new account, confirm the password and click Next.

    7. On the Associate the Account with a Person page, either keep the pre-populated Person, or click the ellipsis button and double-click the Person you want to associate with this account. You can also create a new Person record in the Select Person window (for details, see Selecting a Person record). Click Next when done.

      NOTE: To be associated with a Technician Account, the Person record must be active and have the Technician attribute set to "Yes".

    8. On the Assign Roles to Technician page, review the default security roles, assigned to all new Technician Accounts automatically. Optionally assign other roles or revoke the default roles by using Add or Delete buttons, correspondingly.

      Click Next when done.

    9. On the Ready to Create page, click Next to create the technician account with the specified properties.

    10. On the Account Created page, click Finish to close the wizard.

    NOTE: Some properties of Technician accounts can be changed after creation. For details, see Managing Technician accounts.

  • ClosedCreating SSP Customer accounts

    Before you begin:

    • Consider whether it is necessary to create SSP Customer accounts. With LDAP Authentication enabled for the Self Service Portal you do not need to create SSP customer accounts for domain users.

    • Consider whether you are indeed required to create SSP Customer account manually. Depending on the authentication type used in your SSP, you can employ:

    • All SSP users can update only their own Tickets (Incidents the user is the Requester of), but they can have different visibility of Incidents submitted by other users depending on their user access level. Consider the user access level for the new account. If needed, you can change it later. For details, see Changing user access level.

    To add a new SSP Customer account:

    1. In the Users & Security > Accounts and Roles > Accounts section, click New. The New Account Wizard starts. On the Welcome page, click Next.

    2. On the Select Account Type page, select SSP customer, then click Next.

    3. On the Select Authentication Type page, choose the authentication type and click Next. For details, see Authentication types.

    4. Depending on the selected authentication type, proceed through next steps of the wizard:

      • For Windows Authentication:

        1. On the Select Windows Account page, type in a Windows login name of a user you are creating account for. This can be a Windows domain or local computer account. Use the following format: <DomainName>\<UserName> or <ComputerName>\<UserName>.

          If you have difficulties typing in a login name manually, you can click the Find button to bring up the standard Windows Select User dialog box. The dialog box allows you to quickly find a domain or local user account. For example, you can choose a location to search in, enter the user name to find and click Check Names. For more information, refer to the dialog box's Help system. When done, select the found user name in the list and click OK to close the dialog. Click Next.

        2. On the Import Person from Active Directory page, you can keep the check box selected to create a new person record based on the information imported from Active Directory. Click Next.

      • For Standard Authentication: On the Enter Login and Password page, enter the user name (login) and password for the new account, confirm the password and click Next.

    5. On the Associate the Account with a Person page, either keep the pre-populated Person, or click the ellipsis button and double-click the Person you want to associate with this account. You can also create a new Person record in the Select Person window (for details, see Selecting a Person record). Click Next when done.

    6. By default, the account has the Regular User access level. If you want to allow the user to view Tickets of other users under his / her supervision, click Manager, Group Manager, Department Manager, or Organization Manager on the Select Access Level page. For details, see Changing user access level. Click Next.

    1. On the Ready to Create page, click Next to create the technician account with the specified properties.

    2. On the Account Created page, click Finish to close the wizard.

    NOTE: Some properties of SSP Customer accounts can be changed after creation. For details, see Managing SSP Customer accounts.