Self Service Portal Roles

Self Service Portal Roles enable you to assign permissions for registered Users accessing the Self Service Portal.

Permissions include access to Incident/ Problem functions, the Service Request Catalog, Workflow Management, Configuration Items, User Search and Reports. External contacts do not need to be assigned a portal role.

Adding a Portal Role

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 ≡ > Admin > System Administration. The System Administration window appears.

2. In the Explorer pane, expand Self Service Portal. Select Self Service Portal Roles to open the window.

3. A browse table displays all of the existing Self Service Portal roles. Select Show Deleted to display roles which have been created and then deleted. The following entries are supplied as standard:

All	This role has all Self Service portal role options selected by default.
None	This role does not have any Self Service portal role options selected. Assign this role to Users to prevent them from accessing the Self Service Portal.
Anonymous	This role is only allowed to access the Self Help section on the Self Service Portal.

1. Each role has a checkbox in a Default column. Only one role can be selected as the default, and this is used if the Analyst creating the User record does not select a role. You can adjust the column widths if required. The default entries are as follows.

2. Select the action button or double-click the role name to display the details screen.

3. In the Role Name field, type the name of the role you want to create.

4. The role settings are held in a number of tabs. Select from the following to configure the settings for the role.

Options	to set permissions for which the role has access
CMDB	to set access permissions to Services and Configuration Items in the Self Service Portal. You can filter this access based on subscriber group or stakeholder role.
Reports	to identify reports for which the role has access
Content Access	to select the knowledge profiles to which the role has access
Workflow Templates	to select the workflow templates to which the role has access
Call Templates	to select the call templates to which the role has access

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

Renaming a Self Service Portal Role

1. Select ≡ > Admin > System Administration. The System Administration window appears.

2. In the Explorer pane, expand Self Service Portal.

3. Select Self Service Portal Roles to open the window.

4. Select the role entry you want to rename.

5. Type the name you want to assign for the selected role.

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

Updating a Self Service Portal Role

1. Select ≡ > Admin > System Administration. The System Administration window appears.

   In the Explorer pane, expand Self Service Portal.

2. Select Self Service Portal Roles to open the window.

3. Select the role you want to update and then select the Action Button.

4. Update the details as required, selecting the appropriate tab to configure the settings.

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

Deleting a Self Service Portal Role

1. Select ≡ > Admin > System Administration. The System Administration window appears.

2. In the Explorer pane, expand Self Service Portal.

3. Select Self Service Portal Roles to open the window.

4. Select the role entry you want to delete from the list by highlighting it.

5. Select the Delete Icon. You cannot delete a default role. The button is grayed out for these roles.

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

Restoring a Deleted Self Service Portal Role

1. Select ≡ > Admin > System Administration. The System Administration window appears.

2. In the Explorer pane, expand Self Service Portal.

3. Select Self Service Portal Roles to open the window.

4. Select Show Deleted to include deleted roles in the list of defined roles.

5. Select the role entry you want to restore from the list.

6. Select the Restor Icon.

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