This documentation supports the 19.11 version of Remedy Smart Reporting, which is available only to BMC Helix subscribers (SaaS).
To view an earlier version, select the version from the Product version menu of the documentation at IT Service Management Suite .

Defining a Smart Reporting administrator for the default client organization

The IT Service Management (ITSM) multicompany onboarding method creates a customerName_default Client Org. Any user without a Company defined in their People record (created in Remedy AR System User form), is added to the default Client Org. However, none of the users have Remedy Smart Reporting administrator rights.

If the managing company wants to define a Remedy Smart Reporting administrator, the company must do so manually.


Note

For ITSM multi-company onboarding, ensure that the user to which you want to provide admin access to Remedy Smart Reporting, is also present in the the CTM:People form of Remedy AR System.

To define a Smart Reporting administrator for a default Client Org

  1. Log in to Remedy Reporting as the Reporting Super admin, usually siadmin.
    To do this, log in to the separate Administration Console (http://RemedySmartReportingServerHostName:port/AdminConsole/#), and click the BMC Remedy Smart Reporting button on the Home page.
  2. Add the siadmin user to the default Client Org.
    1. Select Administration > Admin Console.
    2. From the Administration menu in the right pane, select Client Organizations.
    3. Search for the customerName_default Client Org, and select it from the search results.
      All available users in the organization are listed in Users table.
    4. Click Add.
    5. Search for the System Administrator, usually siadmin, to add it to the default Client Org.
    6. Click Save.
  3. Define the Smart Reporting Administrator for the default Client Org:
    1. Log out and log back in as the Smart Reporting super administrator.
      The Select Client org dialog box is displayed.
    2. From the list, select customerName_default Client Org, and click Login.
      The Smart Reporting Super admin is logged in to the customerName_default Client Org.
    3. Select Administration > Admin Console.
    4. From the Users list of the Client Org, search for the user who should be defined as the Reporting administrator.
    5. Select the Change Role option from the list next to the user's name and select Admin.
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