Self Service Portal Role: Options Tab

The Options tab on the Self Service Portal Role window contains a wide variety of options which can be configured for Self Service Portal roles. The checkboxes allow access to Incident/ Problem functions and Workflow Management, as well as the ability to search for a variety of things and for the Self Service Portal role to administer their own password, details and delegations.

Before you start

You must have Self Service Portal Setup enabled within your General Access Security Role in order to configure any Self Service administration settings.

  1. Select Menu , then Admin, then System Administration. The System Administration window is displayed. In the Explorer pane, expand Self Service Portal.

    Select Self Service Portal Roles to open the window.

  2. Select to create a new role, or, if you want to update an existing role, select the role and then .
  3. If you are creating a new role, enter the name in the Role Name field.
  4. Select the Options tab , if it is not already uppermost.
  5. Select the permissions for the role:

    6. Incident/ Problem Options
    Log Calls Select this option to enable Users with this role to log incidents through the Self Service Portal.
    Review Own Calls Select this option to enable Users with this role to search and view details for Incidents that are assigned or linked to the current user that is logged in to the Self Service Portal.
    Review Org Calls Select this option to enable Users with this role to search and view details for Incidents that are assigned to the current user’s organization.

    This option only enables the User to review calls assigned to the organization to which they are directly linked.

    Review Own Calls must be selected to enable this option.
    Review All Calls Select this option to enable Users with this role to search for and view details for all Incidents in the system to which the User has access.

    Review Org Calls must be selected to enable this option.

    Major Incident
    Review Major Incidents Select this option to enable Users with this role to review major incidents
    Show Add Me Button

    Select this option to display the Add Me button on the Self Service Portal Home Page.

    Review Major Incidents must be selected to enable this option.
    Workflow Management
    Log Requests Select this option to enable Users with this role to log requests through the Self Service Portal.
    Approval User Select this option to enable Users with this role to approve or reject tasks via the Self Service Portal.
    Approval Summary Select this option to allow Users with this role to view the summary a summary of all outstanding approval tasks.
    Review Own Requests Select this option to enable Users with this role to search for and view requests that are assigned or linked to them.
    Review Org Requests

    Select this option to enable Users with this role to search and view details for Requests that are assigned or linked to the current user’s organization.

    This option only enables users to review calls assigned to the organization to which they are directly linked, and not calls assigned to other organizations that are linked to their organization.

    Review Own Requests must be selected to enable this option.
    Review All Requests Select this option to enable Users with this role to search for and view all Requests in the system to which they have access.

    Review Org Requests must be selected to enable this option.
    Cost Center Search
    Review Own Cost Centers Select this option to enable Users with this role to search and view details for Cost Centers that are assigned or linked to them.
    Review Org Cost Centers Select this option to enable Users with this role to search for and view Cost Centers that are assigned or linked to their organization.

    Review Own Cost Centers must be selected to enable this option.
    Review All Cost Centers Select this option to enable Users with this role to search for and view details for all Cost Centers.

    Review Org Cost Centers must be selected to enable this option.
    User Search
    Review Org Users Select this option to enable Users with this role to search for and view details of Users linked to their organization.

    Users with this permission who are not linked to any organization cannot perform User searches.

    Review All Users Select this option to enable Users with this role to search for Users within and outside their organization.

    Users not linked to an organization can also search for Users if this option is enabled.

    Review Org Users must be selected to enable this option.
    Organization Search
    Review Org Organizations Select this option to enable Users with this role to search for and view organizations that are assigned or linked to their organization.
    Review All Organizations Select this option to enable Users with this role to search for and view all organizations to which they have access.

    Review Org Organizations must be selected to enable this option.

    Self Help
    Knowledge Bank Search

    Select this option to enable Users with this role to search for and view Knowledge Bank articles on the Self Service Portal.

    Users with this role can see the Suggested Knowledge widget if Suggested Knowledge is enabled in Self Service Portal Settings.
    Scripts Select this option to enable Users with this role to access Scripts on the Self Service Portal through the Self Diagnosis menu.
    Self Administration
    Change Password Select this option to enable Users with this role to change their Portal password on the Self Service Portal.
    Change Details Select this option to enable Users with this role to change and update their details through the Self Service Portal.
    Delegation Setup Select this option to enable Users with this role to change the delegation of their tasks to another user through the Delegation Setup menu on the Self Service Portal.
    Analyst Search
    Analyst Search Select this option to enable Users with this role to search for Analysts, for example when filling out a request submission form containing an Analyst field.
    Group Search
    Group Search: Select this option to enable Users with this role to search for IPK or Workflow groups, for example when filling out a request submission form containing a group field.
    Location Search
    Review Org Locations Select this option to enable Users with this role to search for and view locations that are assigned or linked to their organization.

    Users who are not linked to an organization cannot perform location searches.
    Review All Locations Select this option to enable Users with this role to search for and view all locations to which they have access. Users who are not linked to an organization can perform location searches.

    Review Org Locations must be selected to enable this option.

    Chat  
    Chat User Select to allow users with this security role to participate in chats with analysts via the Self Service Portal.
    API
    API Explorer Users with this option selected can access the Alemba API Explorer. The standard security as set in their Person Details will then apply.

  6. Select to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.