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
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.
How to add a new user manually
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 window will appear, allowing you to input information of the new user. Make sure to fill in all of the required fields with accurate and complete information.
After you have finished inputting the necessary information, click on the "Create" 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.
How to add Domain name to users for a customer.
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.)
How to add Bulk number of users for a customer.
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 drop-down option to the immediate right of "User +" and click on it.
Select "Bulk User" from the drop-down menu.
A side drawer appears where it contain download and browse option.
Next, click on the " Sample 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 user screen, Click on the "Browse" button.
Finally, click on "Upload file" to upload the file and add the bulk users.
Congratulations, you have now successfully added required user's details and will be listed in user table.
