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Self Service Portal Settings

You can use the Self Service Portal Settings window to configure the global settings for the Self Service Portal.

You can control:

how Users register for the Self Service Portal
whether Users can log a call or service request from the Self Service Portal
whether Users can access the Bulletin Board and Self Help modules from the Self Service Portal
whether the User can access the Ask Questions module from the Self Service Portal
whether service type images appear in the service catalog search on the Self Service Portal

Partitioning for calls logged through the Self Service portal can be set up in the Partition Settings.

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.

Select Menu and then Admin. Select System Administration. The System Administration window is displayed. In the Explorer pane, locate the Self Service Portal group, scrolling down if necessary. You may need to expand the group to see the options within it.
Select Self Service Portal Settings to open the window.
Complete the details.

User Self Registration Enabled	Select to give future Users the ability to register their own details via the Self Service portal. Selecting this option displays the Registration option on the Self Service portal menu.
Email User on Registration	Select to send an email to the User on registering for access to the Self Service Portal. User Self Registration Enabled must be selected to enable this option. The email template which is used depends on whether the User’s registration was successful. They are defined in the Message Types window.
Log Call on Registration	Select to automatically log a call when a User registers their details for access to the Self Service Portal. User Self Registration Enabled must be selected to enable this option. If User Self Registration Enabled is selected but Log Call on Registration is cleared, Users will be able to register through the Self Service portal without having their record confirmed by an Analyst.
Calls/Requests These options enable you to specify whether registered Users for the Self Service Portal can log calls or requests through the Self Service portal.
Log Calls to IPK Groups Only	When selected, Users logging a call will only see IPK Groups in the Forward To list. Disable this option to display both Analysts and IPK Groups.
Log Requests to Workflow Groups Only	When selected, Users submitting requests will only see Workflow Groups in the Forward To list. Disable this option to display both Analysts and Workflow Groups.
Anonymous Access These options enable you to specify whether only registered Users for the Self Service Portal can access the Bulletin Board or Self Help modules.
Bulletin Board	Select to enable registered Users for the Self Service Portal to view Bulletin Board messages via the Self Service Portal. This can assist Users to troubleshoot problems before logging a call.
Self Help	Select to enable registered Users for the Self Service Portal to access the Self Help modules from the Self Service Portal. This can assist Users to troubleshoot problems before logging a call.
Self Help This section contains an option to allow Users to ask questions
Ask Questions	Select to enable Users registered on the Self Service Portal to access Ask Questions from Self Help within the Self Service Portal. This can assist Users to troubleshoot problems before logging a call.
Service Catalog These options allow you to select the display settings when searching for Services through the Service Catalog.
Display Initial Cost	Select to display pricing information in the Service Catalog on the Self Service Portal. Deselect to hide costs and totals in the Service Catalog on the Self Service Portal.
Display Checkout on Submit	Select to display a review cart screen before a request is submitted
Restrict Catalog Search to Single Tier	Select to have the default Display Category in the catalog search as ‘Equal’. Deselect to use a default of ‘Equal and below’.
Associate service orders with a parent workflow	Select to allow a particular workflow template to be used as a parent workflow each time a service order is created.
Display Parent Workflow Form	Select to display the associated parent workflow template upon submitting a service order. This option can only be selected if Associate service orders with a parent workflow is checked. Once selected, search for and identify the workflow template to insert it in the field.
Enable Post Provisioning Portal Display Category	Select this checkbox to allow post provision request changes, based on the type tier selected below.
Post Provision Action Self Service Portal Display Category	Use the drop-down tiered list to identify Self Service Portal Display Categories that you want to use for post provision actions.
Suggested Knowledge This section contains an option to display knowledge articles during form submission
On Call Logging	Select to display the Suggested Knowledge widget while Users complete call submission forms accessed from 'Log a call' and 'Self Diagnosis'. Suggested Knowledge displays knowledge articles that match data entered into the submission form and allows users to resolve their own calls. Suggested Knowledge will not appear on submission forms from the Service Catalog
Forgot Password	Prior to 9.7, these options allowed you to configure the Forgot Password link that appears on the vFire Self Service login window. These options have been removed from this window in 9.7 and are now in Designer.
Hide Forgot Password	This is now controlled in Designer by making the "Click here for Password Reminder" label in the Portal Screens Login screen visible/hidden.
Forgot Password Label	This is now controlled in Designer by editing the "Click here for Password Reminder" label in the Portal Screens Login screen.

Select to save the changes. Provide the Change Reasons if prompted to do so.