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ManageEngine ServiceDesk Plus 8.0 :: Admin Guide

ManageEngine ServiceDesk Plus 8.0 :: Admin Guide

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Configuring Requesters<br />

<strong>ManageEngine</strong> <strong>ServiceDesk</strong> <strong>Plus</strong> <strong>8.0</strong> :: <strong>Admin</strong> <strong>Guide</strong><br />

You can add, edit, or remove requesters from <strong>ServiceDesk</strong> <strong>Plus</strong> application and also provide them<br />

with login permissions to access the self-service portal.<br />

To open the requester configuration page:<br />

1. Log in to the <strong>ServiceDesk</strong> <strong>Plus</strong> application with the user name and password of a<br />

<strong>ServiceDesk</strong> <strong>Plus</strong> administrator.<br />

2. Click the <strong>Admin</strong> tab in the header pane.<br />

3. In the Users block, click the Requesters icon . The next page displays the available list of<br />

requesters. You can add, edit, or delete requesters.<br />

Add Requester<br />

There are three ways through which you can add requesters in the application<br />

� Importing requesters from Active Directory<br />

� Import from CSV<br />

� Add New Requester from the application<br />

Adding Requesters from the application<br />

1. Click Add New Requester link from the Requester List page. This opens the Add Requester<br />

form<br />

2. In the Personal Details block, enter the Full Name and Employee ID of the technician. The<br />

name is a mandatory field. Specify any relevant information about the requester in the<br />

Description text field.<br />

3. In the contact information block, enter a valid e-mail ID. If the requester has a phone and a<br />

mobile number, you can enter the same in the space provided for entering these values.<br />

4. Specify the department details such as, Site and the corresponding Department Name to<br />

which the requester belongs from the combo box. The requester has an option to view, only<br />

his requests, all his department requests or all the requests in the site to which he is<br />

associated. Select the options from the Requester allowed to view combo box. Specify the<br />

Job Title of the requester in the field provided.<br />

5. If you have added any organization-specific fields for the new requester form, those will be<br />

available under the Additional Requester Details block. Enter the relevant information.<br />

6. In the Self-Service Access Details block, enter the Login Name and Password, if you wish<br />

to provide self-service access to the requester. Enter the password again in the Re-type<br />

Password field.<br />

7. If the requester is associated to a domain then select the Domain from the drop down list.<br />

8. Certain requesters can also approve purchase order in an organization. Upon enabling the<br />

check box adjacent to Purchase Order Approvers, a link is sent to the requester to accept<br />

or reject the PO. Also, set the Approver Limit within which the requester can approve the<br />

PO.<br />

9. You can also provide requester with the privilege to approve Service Requests raised in the<br />

application. Enable the check box beside Service Request Approver.<br />

10. Click Save. If you want to add more than one requester then, click Save and add new button.<br />

At any point if, you decide not to add the new requester, then click Cancel to get back to the<br />

requester list. Clicking the View List link on the top right corner of the add requester form will also<br />

take you to the requester list view.<br />

ZOHO Corp. 392

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