How to create an Octopus account for an IT resource?

Introduction

• Regular user account: account created for the end user, the one submitting incidents and service request to the Service Center;

• Octopus user account: account used by a resource part of a support group which takes care of incidents and service requests reported by end users.

Creation steps

• From the "Users" module, select the user that should be an assignee (Service center agent, technician, system administrator or else)
  
  
• In the Octopus account tab, add a username
  
  
• Assign a password (required as soon as the username is added)
  
  
• DO NOT CHECK SYSTEM USER - it is reserved for the Octopus System account
  
  
• Link the user to its group (or to several, if he's part of more than one group)
  
  
• If the user is a manager:
  
  
  • Click on Group Management
  • Select the group that the manager should be part of
  • Add the user in the "Manager" section of the group
  • Click "Close" (see note below)
    
    
• Select the default view (None, Home, Incidents). The user will be able to view requests of any groups (even the ones he is not part of) if we check the corresponding option
  
  
• In the Permissions tab, assign required attributes
  
  
• You can also modify notification preferences for the user by clicking on the corresponding action. Note that users can then modify their preferences as they wish.
  
  
• Save