ITarian

Step 7 - Create New Customers And Assign Users To Customers

• A customer is an organization, usually a company or business from whom you will accept tickets. 'Users' are the people who actually submit the tickets.

• You can assign users to a customer in the 'User Directory' interface.

There are two options to add a customer:

• Create a customer in the ITarian Interface (preferred)
  

Customers added to ITarian are fully managed, which means they are also available in other ITarian modules (Service Desk, Endpoint Manager, Dome Shield).

• Click 'Management' > 'Customer' > 'New Customer' to create a customer in ITarian.

• Create a customer in Service Desk

Customers added directly to Service Desk are 'standalone' customers. They are not visible in ITarian nor available to other ITarian modules.

• Click 'Staff Panel', > 'Users' > 'Customers' > 'Add New Customer' to add a customer to Service Desk.

You can also create a new customer directly from a user's details screen.

Add a new customer

• Add a customer in ITarian

• Add a customer in Service Desk

Add a customer in the ITarian interface

Note: Only ITarian MSP users can add multiple customers. ITarian Enterprise users can add standalone customers in the SD interface.

• Log in at https://www.itarian.com/app/msp/login

• Click 'Management' > 'Customer'

• The interface shows any existing customers added to ITarian:

• Click the 'New Customer' button

• Complete all mandatory fields then click 'Save'.

• Click the 'Customers' button in the main navigation to view your new customer.

Add a standalone customer to Service Desk

• Click 'Staff Panel' > 'Users' > 'Customers'

• Click 'Add New Customer' at the top

• Name: Enter a label for the customer company.

• Web Domain: Enter the name of the email domain used for the employees of the company.

• Service Desk creates two new users with email addresses in this domain - 'Monitor Agent' and 'Patch Management Agent'. These accounts are used to receive automatically generated tickets from Endpoint Manager.

• They also assign to the customer any guests who submit tickets from an email at their domain.

• Address and Phone: Contact details of the company.

• Website: URL of the customer's public-facing / marketing website.

• Internal Notes: Enter any comments about the customer.

• Click 'Add Customer' after completing the form.
  

Staff can now configure customer settings, users and billing rates. See https://help.itarian.com/topic-452-1-949-13179-Manage-Customers.html in the Service Desk admin guide for help with this.

Assign users to a customer

• Open the 'Staff Panel'

• Click 'Users' > 'User Directory'

• Click on the name of a user to open their details page.

• Click the 'Add Customer ' link as shown:

You can assign the user to an existing customer or to a new customer

• Add user to an existing customer - Type the first few letters of the customer name in the search field. Select from the suggestions.

A confirmation appears after choosing the customer:

• Click 'Continue'.

The user will be added to the customer.

• Alternatively, complete all fields to create a new customer, then click 'Add Customer':

• See https://help.itarian.com/topic-452-1-949-13179-Manage-Customers.html if you need help to create a new customer.

• Click 'Add Customer'.

The new customer and user are added to Service Desk.