Start using iTop

The first thing to start with is the creation of your "customer's" organizations. Customer's organization can be internal or external.

Note: By default, we've activated the service catalogue heritage. Meaning that all the organization with a parent will inherit the services described in its parent's contract.

We've created a first customer organization (My customers) and a first contact to help you start with. So, if you want your customer to use the default SLAs and services catalogue you can create a child organization.

 

 

But if you prefer, you can also create a whole new organization in order to define your own SLAs, and services.

If so, don't select any parent organization, you will then have to define your services catalogue, SLA, coverage windows, and contracts.

 

You can now create your customers.

To do so you first need to create a contact (a contact can either be a person or a team).

Let's start be creating a person :

 

 

Then you'll have to create the associated user:

Why ? Because each user has an assigned profile that will define its access and rights in your iTop instance.

Adding a profile is mandatory.

For your customers use:

• Portal user (an user only able to see its own ticket).
• Portal power user (an user able to see tickets from its organization and its child organizations).

 

Users using these profiles (portal and portal power) are unlimited.

Finally you can add your team members.

For your team member do not user any of the portal profiles.