Session on Portal Administration

Steps to create user and give various permission to the user.

Step 1:

How do I get to the eService Portal?

Initially, eService will be accessible at:

Why do I see different Login pages?

The eService portal has a dedicated login page:

The portal can also present you with the generic Sign-on page for several reasons including:

  1. If your login fails due to an invalid usercode / password entry
  2. If you access content in the portal directly via a deep link
  3. If the Portal determines that you need to re-authenticate

Must I be Registered to Use eService Portal?

If you are currently a user of Service Console, or any of the Managed Services Helpdesk sites, you can us that usercode / password for access.

All Unisys employees are automatically registered via their Unisys Active Directory account.

Migrating Support Online users should reference the question “How does the migration process from Support Online to eService Portal work?”

Non-Unisys employees who are not an existing Support Online user should reference the question “I am a new non-Unisys user that never used Support Online. How do I register to use the eService Portal?”

The Unisys employees usercode is their Active Directory Usercode. This is in the form of where:

gggg = The user’s given name

ssss = The user’s surname

Step 2:Click on Profile Administration

Step 3: click on Account Admin  account

Contents:

Account Functions

  1. Account Profile
  2. Edit Account Profile
  3. Administer eServe Customer IDs
  4. Assign eServe Labor Types
  5. Create New Account User
  6. Attach Public User
  7. Assign Groups
  8. Create Sub Accounts
  9. Assign SR To User
  10. Assign SR To Account

User Functions

  1. Reset Password
  2. Edit User Profile
  3. Delete User

Account Function

1: Click on Account Profile.

This Screen will show the following details like number of users, Account Level Permissions, Customer ID's,

Host Families and styles.

This tab gives the right to view all the permissions assign to the particular account .

Step 5: Click on Edit Account Profile

This screen is used for giving permissions on account level,permissions include Host Family, Style Assignments, Urgency Code Information, and Account Email Domain Information etc.

After giving the relevant permission to the account, click on submit.

Step 6:

Click on Administer eServe Customer IDs

This screen will allow adding the Identifier Number, Description, Country etc.

Note: After filling all the details click on Create then Update and Submit.

Step 7:

Clickon Assign eServe Labor Types

This option will allow the user to provide the type call/incident that will be created. For eg: hardware problem, installation, labor only, questions, Site survey etc.

Step 8:

Click on Create New Account User to create new user accounts for User’s

We can either Import the details if the user is under Public or else we have to fill in all the details and click on submit.

General information required is User Id, first and last name, company name, address, postal code, email address.

Note: The fields which have a * mark are mandatory.

Step 9:Click on Attach Public User

By clicking on the Attach public user will allow you to add user from the Public to the account which the admin wants.

In the below screen we see that source account is public and the destination account would be the account which the admin wants the user to join. Select the user form the public and click on submit. This would allow the user to join the concerned group with all the permissions applicable for that account.

Step 10:

Click on Assign Groups

User can also be assigned to the particular group by this option.Users can be put in different groups according to their designations in the account. For e.g. Resolver, user group etc.

Step 11:

Click on Create Sub Accounts

This option is for creating a Sub account under the main account.

Note: After filling all the details click on Create then Update and Submit.

Step 11:

Click on Assign SR to User

This option helps assigning a ticket to a particular user so that that user will receive notifications of updates to Electronic Service Incidents. This will also allow the user to see the Service Incident when he limits the search filter to his personal incidents.

Step 12:Click on Assign SR to Account

Click on Assign SR to Account

This option helps in assigning Service request to a particular Account. This will allow users within the account to see the Service Incident.

Note: For any update or clarification please contact

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