Enable Self-Service Access

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Fourth Lesson

In this lesson we'll cover the following:

How to enable access to the Self-Service app from Admin.
How to navigate to the Self-Service app from other SAP Field Service Management applications.
Intro
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1   |   Enable Customer Self-Service

  • Navigate to Admin
  • Note: The above example uses the German (DE) cluster. You can either select the URL contained in your email or click on the above link, as you will automatically be redirected to your relevant cluster.
  • Select the Sign in with user option in the dropdown menu below and enter your credentials:



  • Select your company from the Companies screen:



  • Select the Self-Service Access option from the navigation menu on the left-hand side:



  • In the Self-Service Access screen, click the Enable button below your company URL:



  • The application will then display a success message.
  • And with that, you now have access to the Self-Service app!
  • Enable Access to Self-Service
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    2   |   Access Self Service

    Next, let's see how you can quickly navigate to the Self-Service app from any other SAP Field Service Management app:

    1. Let's start from the Planning & Dispatching app.
      Note: the above example uses the German (DE) server cluster. You will be automatically redirected to your assigned cluster.
    2. Select the Login with User option from the dropdown.
    3. Enter the account and user credentials you received in your email along with the new password you created in the first lesson:



    4. When you have entered your credentials, click Sign in.
    5. Now that you're back in the Planning & Dispatching app, click on the icon.
    6. You can now see all applications available to your company:



    7. Select the Customer Self-Service option. You will then be directed to the following screen:



    And there you have it! You're now in the Customer Self-Service application! You can now start the built-in tutorial.

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    Taking it In

    Congratulations on enabling access to the Self-Service app and learning how to navigate to the app.

    Let's take a look at what we covered in this lesson:

    How to enable the Customer Self-Service app for your account in Admin.
    How to navigate to the Customer Self-Service app from other SAP Field Service Management applications.
    Quick Review