How Portal End-users Register

In order for your customers' end-users to access the Self-serve User Portal they must have an account.

Customer users with client Remote Management & Monitoring Dashboard accounts would have been automatically imported during the integration process - and can use their existing Remote Management & Monitoring login credentials to access the Portal.

For users without existing login credentials there are two ways to set up an account:

Registration by a Staff Agent in Service Desk

  1. Click on the Customer icon in the navigation panel:
  2. Select the customer that you want to add the end-user for. The Customer pages are displayed.
  3. Click on the Users tab:
  4. In the New User dialog, enter the necessary end-user details.
  5. The email address entered acts as the username when accessing the Self-serve User Portal.
  6. Make a note of the password and pass on to the end-user.
  7. The end-user can then change their password in the Portal.

Self-registration by end-user in the Self-serve User Portal

  1. End-users should access the portal with the URL included in your welcome email - this is the root directory of your installation e.g. http://[yourcompany]
  2. In the Portal window, end-users should click Login/Register and click on the Register a new account link:
  3. The end-user should then enter their account details - linking to Twitter if desired - then click on Register.
  4. The user is logged into the Portal.