Administration Guide

Creating SSP Customer Accounts Manually

To create an SSP Customer account manually, follow these steps:

  1. From the Sidebar, navigate to Users & Security > Accounts and Roles > Accounts.
  2. Click New. The New Account wizard starts and the Welcome page appears.
  3. Click Next. The Select Account Type page appears.
  4. Click SSP customer, then click Next. The Select Authentication Type page appears.
  5. Choose either Windows or Standard authentication and click Next.

    INFO: For details, see Types of Authentication.

  6. Depending on the authentication type, use one of the following options:
  • For Windows authentication:
  1. On the Select Windows Account page, type a Windows user account (domain or local).

    Instead of typing in the username 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. The Import Person from Active Directory page appears.

  2. If you want a new Person record to be based on Active Directory information, select the Import User information from Active Directory check box and click Next. The Associate the Account with a Person page appears.
  • For Standard authentication:
    • On the Enter Login and Password page, type the user name (login) and password and click Next. The Associate the Account with a Person page appears.
  1. Complete the Associate the Account with a Person page as follows:
    1. Choose the Person record to associate with this account:
      • If you have imported the Person from Active Directory on previous step, review the person name and proceed to the next step. Otherwise, specify a Person as follows:
        • To choose an existing Person record from the database, click the ellipsis button, select a Person, then click OK. Click Next.
        • To create a new Person, click the ellipsis button, then choose New > [Person Type], where Person Type is the type of Person you want to create. Provide additional details as needed, then click OK.
    2. Click Next. The Select Access Level page opens.
  2. By default, the account has the Regular User access level. If you want to allow the user to view Incidents and Service Requests submitted by other users under his/her supervision, click Manager, Group Manager, Department Manager, or Organization Manager.

    INFO: For details, see Understanding User Access Level.

    Click Next. The Ready to Create page opens.

  3. To create the account, click Next. The Account Created page appears, confirming successful creation of a new account.
  4. Click Finish to close the wizard.