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Add a New Customer

To add a new Customer to a BMC FootPrints Service Core workspace, select Administration | Workspace | Customers | Add Customers from the BMC FootPrints Service Core Toolbar.  From this page, you can create new Customers as well as add existing BMC FootPrints Service Core users to the current workspace.

To add a new Customer to the current workspace

1. Select the account type.  A Shared account can be used by many people (who identify themselves with a unique key, such as email address).  A Unique account is intended for one user only and allows you to specify a unique password for the user.

Note

If the user is already a member of another BMC FootPrints Service Core workspace, refer to Add Existing Customer User to Current Workspace.

2. Create a BMC FootPrints Service Core user ID.  This is the ID entered to log into BMC FootPrints Service Core.  The format of the ID depends on the account type:
3. Shared account—The ID can be any string with no spaces, such as “customer”, “guest” or “accounting”.
4. Unique account—The ID must be in the format of the Primary Key for the Address Book associated with the current Workspace.  This is set under Address Book Field Maintenance.  For example, if Email address is the primary key, the ID should be in the form of the user’s email address, e.g., jsmith@widget.com.  If the Address Book field Customer ID is the primary key, then the ID might be in the form jsmith.

Note

If the System administrator has defined only a single authentication method and it is a non-BMC FootPrints Service Core authentication method, be sure that the user ID you select corresponds to a user ID on the system against which you are authenticating.  If two authentication methods are available, you can select the method the agent uses to log into BMC FootPrints Service Core.

3. Select a Role for the user.
4. Select the customer's authentication method
5. Enter a password for the new user (this is requested twice for accuracy). A password is not required if the authentication method is not BMC FootPrints Service Core authentication.
6. Enter customer preferences for time zone, date format, and language.
7. Enter your password and click Save.
8. If a Unique user is created, a Contact Information page is displayed.  Enter the contact information for the user. This creates a contact record in the Address Book.  If the user already has a contact record in the Address Book (based on their primary key), the page is not displayed, but the user account is automatically linked to that contact record via the primary keyThe key field in the FootPrints Address Book that is used by FootPrints as a reference to identify the customer contact. Examples include "Email Address" and "User ID"..

Customers can also be automatically added to the system from a network password or LDAP source, or they can create their own accounts.  These features are detailed in the topic on Auto Add Customers under System Administration.