Adding Customer End Users

Adding a user through SSO

Adding a user through SSO

Open the customer account you wish to integrate with SSO.
Click on the SSO+ button on customer overview tab
Or You can add it from User addition section
1. Click on the "User +". Click on this button to begin adding a new use
  
  Alternatively, can add user for a specific customer from customer's details page.
Register a new app on your Azure Entra portal. Copy fields such as Client ID, Issuer URL, Secret Key Value from new registered application and update them in respective fields.
Copy Redirect URLs from SSO modal and paste them over Azure portal to enable SSO for IT-Connect. ( NB: Refer the Adding Redirect URL section below for more details)
Add domain name and save the same.

You have successfully added users through SSO after completing these steps.

To add a new user to the system, please follow these steps:

First, access the customer module.
Click on the "User +". Click on this button to begin adding a new use

Alternatively, can add user for a specific customer from customer's details page.
A new drawer will appear, allowing you select Add user manually.
Enter email IDs for users (press Enter to add multiple users at once). Select the user type.
After you have finished inputting the necessary information, click on the "Finish" button to save and finalize the new user record.
An email will be sent to your user's mailbox, open the mail and click on "Activate account" user will be the redirected to a page where they can enter you "password" and confirm password.
Click on sign up to complete the process.
They will be redirected to a screen where they can download the end-user application.
After completing the download, login to the application using the credentials they created above.

You have successfully added a new user to the system and logged in to the end-user application.

To add domain name to users for customers, follow these steps:

Begin by navigating to the side navigation bar and clicking on the "Customers" option from customers.
Select the particular customer you wish to add a domain to user.
To add domain , click on the edit icon in the window's top right corner.
Add domain name as required, and click on the Save icon to save your changes.

You have successfully added users by adding domain after completing these steps.

( NOTE: When a user from the specified domain sends an email to request a ticket, they are automatically included in the list of users.)

To add bulk number of users for customers, follow these steps:

Begin by navigating to the side navigation bar and clicking on the "Customers" option from customers.
Select the particular customer you wish to add a bulk user.
On the window, Look for the tab for users
On the right side you can see option to the immediate right of "User +" and click on it.
Select "Bulk Upload" from the drawer.
A side drawer appears where it contain download and browse option.
Next, click on the " Download Template File" option to download the file.
If you already having the sample file, not needed to download sample file.
Open the file in a program like Excel, and enter the users information you wish to add.
Save the file as a CSV or Excel file type.
On the window at the bulk upload screen, Click on the "Add your .csv or .xlxs file here" button.
Finally, click on "Open" to upload the file and add the bulk users and click finish

Congratulations, you have now successfully added required user's details and will be listed in user table.