Using global account defaults for the service type

Instead of adding account defaults to a service instance, you can use the global account defaults for the service type.

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.

About this task

Selecting this option prevents new account defaults from being created on the service, and prevents existing account defaults from being changed or removed. The Add, Change, and Remove buttons are disabled when you choose to use global account defaults.

Procedure

To use the global account defaults for the service type, complete these steps:

  1. From the navigation tree, click Manage Services.
    The Select a Service page is displayed.
  2. 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.
  3. In the Services table, click the icon (Context menu icon) next 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.
  4. On the Select an Account Attribute page, select the check box for Use the global account defaults for the service type, and then click OK.
    The buttons and attributes on the Select an Account Attribute are disabled.
  5. On the Select an Account Attribute page, 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

You can choose to use the account defaults instead of using the global account defaults by clearing the Use the global account defaults for the service type check box on the Select an Account Attribute page.

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