Managing customers

Before you begin

• You can add any ITSM company to which you will be able to add users in the People form. The only exception is a company with a Manufacturer type. For more information about the companies in ITSM, seeCompany types supported.

• Add and configure customers in BMC Helix ITSM. For more information, seeConfiguring companies. 
• Use the following flowchart to decide if you should enable the managed service provider (MSP) mode for BMC Helix Digital Workplace Catalog.
  
  WarningEnable this feature only if you performed a fresh installation of BMC Helix Digital Workplace Catalog. Do not enable this feature if you are upgrading from a previous version.After this feature is enabled, you cannot use the external users feature or create people groups that your end users can add as collaborators.

Process overview

The following flowchart provides an overview of the process for managing customers, along with the roles required to complete each step.

To add customers and assign services to your customers

As a catalog administrator, you can add customers to BMC Helix Digital Workplace Catalog only if the managed service provider mode is enabled.

1. Click Catalog > Customers.
2. From the Company drop-down list, select the customer you want to add.

3. In the Customer options pane, enter the required details.

   Section	Options
   Settings	Select Credit Management to assign credits to the customer, and set an alert for when the credit falls below a specific threshold. For more information, see Managing-the-credit-balance.
   Services	Click Add to search and add services from the Service Catalog pane. The customer administrator can entitle these services to their end users.
   Roles	Click Add to add administrators from the user directory. The company attribute is used to populate the list of users.

To add the end users of your customers in BMC Helix Digital Workplace Catalog

As a catalog administrator, you can add the end users of your customers.

1. Add the users who belong to a specific company in BMC Helix Digital Workplace Catalog.
   For more information about adding users by using the Company attribute in BMC Helix ITSM, see To add users from dynamic filters by ITSM attributes. 

   Important

   It is assumed that users will have access to a single company at a time.

2. When you add your customer, make sure that you add at least one user as an administrator.

To entitle services to end users

As a customer administrator, you must entitle services to the end users who belong to your company.

1. Log in to BMC Helix Digital Workplace Catalog as a customer administrator.
2. Click Entitlements to create virtual marketplaces and entitle services to your end users.
   For more information, see Managing-virtual-marketplaces-by-different-users.

Where to go from here

After you have set up your customers, you can enable credit management.