Filtering by Stakeholder

The 9.7 release introduces the ability to filter visibility in the Self Service portal by stakeholder role as well as subscriber group.

This feature is only available on SQL systems.

There are several steps involved in setting this up:

  1. The Self Service Portal Roles window in the Admin menu now has a new CMDB tab. Some of the functionality has been moved from the Options tab, and now you can use this tab to determine permissions for access to services, the service catalog and configuration items in the Self Service portal. On this window, you can specify whether you want to filter the service catalog by subscriber group or stakeholder role.
  2. The Service Action Details and Service Bundle Details windows have a new Stakeholders tab, as well as the Subscribers tab, which you can use to make the item "available to all stakeholders", or specify specific stakeholders, and the nature of their access.
  3. When users search for resources (CMDB items) in the Self Service portal, they are filtered according to stakeholder visibility. A widget at the bottom of the screen contains details of their stakeholder role.