Self Service Portal

The Self Service Portal settings in the System Administration menu enable you to configure your Self Service Portal.

The following options are available:

Self Service Portal Settings

to configure the global settings for the Self Service Portal. These settings can be used to define how a User can register for the portal and the recipients for calls and requests raised from the portal. You can also configure access to modules within the portal such as the Bulletin Board and Self Help.

Self Service Portal Settings (Partitioned)

to select a call template for registering for access to the Self Service Portal

Self Service Portal Roles

to assign permissions for registered Users accessing the Self Service Portal

Self Service Portal Systems

to create multiple Self Service Portal systems

Self Service Portal My Options

to configure Self Service portal menu pane(s), the order of the menu item links and section headings, names and groups, as well as creating new menu links and section headings

Self Service Portal Tables

to configure the tables in the portal to contain the columns that you want, in the order you want them, sorted by any available column

Service Order Status Titles

to rename the statuses for service orders appearing in the Service Request Catalog

Question Mappings

to assign a call template to queries submitted through Ask a Question based on the knowledge profile, service type and issue type of the query

Catalog Promoted Items

to select catalog items to be 'promoted' (displayed automatically) when a user first goes into the Service Request Catalog in Self Service Portal

Link Organization to Portal Key

to link an organization to a specific portal key. This is useful for MPO and third-party service providers who provide separate protals to each of their clients/customers.

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