Changing account defaults for a service

You can change the account defaults for a service instance.

Before you begin

Depending on how your system administrator customized your system, you might not have access to this task. To obtain access to this task or to have someone complete it for you, contact your system administrator.

You must create account defaults for the service or service type before you begin this task.

About this task

You can change the default values for attributes. The changed default values will not affect existing accounts but will be used for new accounts that are created on the service.

Procedure

To change account defaults for a service, complete these steps:

From the navigation tree, click Manage Services.
The Select a Service page is displayed.
On the Select a Service page, complete these steps:
1. Type information about the service in the Search information field.
2. In the Search by field, specify whether to search against services or business units.
3. Select a service type from the Search type list.
4. Select a status from the Status list, and then click Search.
  A list of services that matches the search criteria is displayed.
  If the table contains multiple pages, you can:
  - Click the arrow to go to the next page.
  - Type the number of the page that you want to view and click Go.
In the Services table, click the icon () adjacent to the service to show the tasks that can be done on the service, and then click Account Defaults.
The tasks that you can do are dependent on the type of service.
The Select an Account Attribute page is displayed.
On the Select an Account Attribute page, select the check box adjacent to the attribute that you want to modify, and then click one of the following options:
- Change, which allows you to change the default value for the selected attribute. Complete the appropriate fields, which vary depending on the type of service, and then click OK. The template value for the attribute is updated in the list on the Select an Attribute to Default page.
  Note: If you select this option when an attribute currently has a scripted default value, the existing script will be overwritten with the template value that you specify.
- Change (Advanced), which allows you to add or change a script that specifies a default value for the selected attribute. Type the wanted JavaScript code in the Script field, and then click OK. The template value for the attribute is updated in the list on the Select an Attribute to Default page.
On the Select an Account Attribute page, when you are finished changing attribute defaults for the service instance, click OK to save the changes and to close the page.

Results

A message is displayed, indicating that you successfully saved the account defaults on the service.

What to do next

Select another account task, or click Close. When the Select a Service page is displayed, click Refresh to refresh the Services table.