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Create a domain, assign users and records

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Create a domain, assign users and records

By default, all users and records are part of the global domain. When using domain separation, you must assign users and their relevant records (incidents, configuration items, requests) to one or more domains.

Before you begin

Role required: admin


  1. To create a domain:
    1. Navigate to Domain Admin > Domains.
    2. Click New.
    3. Fill in the fields on the form, as necessary.
      Field Description
      Name Enter a unique name for the domain.
      Type Select a domain type that describes the domain. By default the domain types are Vendor, Customer, and MSP. You can also add your own choices.
      Primary Select the check box if this domain is to be the top-level domain in the hierarchy. The top-level domain only has child domains and no parent domains.
      Parent Select the name of the domain higher in the hierarchy that contains this domain. This field must have a value for the domain to appear in the domain map.
      Active Select the check box to make the domain available for use. You must select this option for this domain to appear in the domain map.
      Description Enter a description for the domain.

      Each domain record can also have several related records:

      • Companies
      • Contains Domains
      • Contained By
    4. Click Submit.
  2. Select a default domain:
    1. Open the domain you want to be the default domain. For example, Default.
    2. Configure the form layout to add the Default field.
    3. Select the Default check box.
  3. Click Update.
    Note: If you do not set a default domain, all new tasks and user records are assigned the global domain.
  4. To add users or records to a domain:
    1. From the relevant user or record, personalize the list or form to add the Domain field.
    2. Set the Domain field for the user or record.