Here\u2019s the suggested initial structure:<\/p>\n
Company: Following your registration, you specify the name of the company or your organization and choose the default language.<\/p>\n
Service catalog: A catalog must be associated with your business so that all your customers can access associated requests. The catalog includes the application forms and the tasks associated with its requests. A test catalog is available with its associated requests.<\/p>\n
Request forms: The forms are managed in the Service Catalog from the Requests manager.<\/p>\n
Task templates: You can also create task templates that will be used in request workflows from the Service Catalog\/Task menu.<\/p>\n<\/div><\/div><\/div>
Preparing your C2 environment<\/h3><\/div>Initial configurations will allow you to get started with an environment that can support your day-to-day operations. By importing your technical agents, clients and inventory items, you\u2019ll be able to base your tests on real-world scenarios.<\/p>\n<\/div><\/div><\/div>
Create custom fields<\/h4><\/div>Before configuring the request forms, look at the various custom fields available. Creating these custom fields allows you to add more information to a request and contextualize the forms as needed.<\/p>\n<\/div><\/div><\/div>
Manually add your customers (your future users)<\/h4><\/div>Customers are the end users of the application. Associate a company with each customer to give them access to the catalogs or specify a custom catalog. It\u2019s also possible to approve or deny access to a self-service portal.<\/p>\n<\/div><\/div><\/div>
Or import your requestors\/customers<\/h4><\/div>Under the Management menu, import customers through the Imports submenu. Download the template and add your data.<\/p>\n
Please note the following:<\/p>\n
\n- You must not change the names of the columns in the Excel file.<\/li>\n
- To avoid problems with numbers, change the format of the columns to text mode. This will prevent Excel from formatting digits. Otherwise, use a text editor.<\/li>\n
- You must save the CSV file in UTF-8 mode.<\/li>\n
- To avoid errors, please test with one or two customers first to validate your import.<\/li>\n<\/ul>\n<\/div><\/div><\/div>
![](\"\/wp-content\/uploads\/2025\/09\/2025-09-30-13_19_25-.png\" "\\"2025-09-30")
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