Configuring the Self-Service Portal

initially configuring the self service portal docid\ d38247fbpztwcwamr8bsjmodifying the self service portal after the initial configuration docid\ d38247fbpztwcwamr8bsj initially configuring the self service portal the application setup self service configuration page is part of the application setup workspace use this page to define the display of the self service portal and to add users who can access the self service portal this is one step of the application setup process for more information about this process, including how to access this page, see setting up the application docid\ izzwdgowqyqp2q ysgyxs you can skip this step by accepting the defaults by clicking accept defaults and skip section see the following sections configuring the tabs on the self service portal docid\ d38247fbpztwcwamr8bsjconfiguring the look of the self service portal docid\ d38247fbpztwcwamr8bsj configuring the tabs on the self service portal you can designate what users see in the self service portal, such as a logo or tabs the branding option only applies to the self service portal by default, you can display the following tabs on the self service portal home displays the self service portal social board displays the social board workspace service catalog lists available services and allows you to request a service my items displays reported items and service requests knowledge center allows access to the organization knowledge base search defines search parameters announcements displays application generated announcements alert displays application alerts faq displays a list of frequently asked questions follow these steps log in to neurons for itsm as administrator in the , select configure > organization profile > application setup > branding click branding the application displays the application setup self service branding page to change the tabs on the self service portal, do the following a click edit next to the name of a tab b to change the name of the tab, edit the text in the title field c next to hidden expression , click \<not set> the application displays an expression editor pop up window where you can enter an expression that specifies when the workspace is visible in the self service portal enter an expression such as $(getglobal("featurea")) and click save d to display an available tab, check initially visible or to not display an available tab, uncheck initially visible click next to go to the next page configuring the look of the self service portal you can designate the look of the self service portal click home page the application displays the application setup self service home page page the application displays four dashboard configurations option description self service includes alerts, search plugins, and five standard dashboard parts self service simple contains my open items, top questions, report issue, and service request parts self service simplified contains search plugins and two default dashboard parts self service for call log contains information for customers who migrated to from ivanti classic click preview to see how a dashboard looks click outside the preview window to return to the page select the option to display on the self service portal click next to save your settings and go to the next page see adding users to the system and assigning roles to users docid\ scfhhxj yda defx6swbb modifying the self service portal after the initial configuration after you have initially configured the self service portal, you can later edit the settings from the configuration console changing the tabs on the self service portal select the tabs that appear by default on the self service portal you can also change the tab order from the configuration console, click build > self service > tabs to open the tabs workspace click edit next to a tab name to configure the following options field description title the name of the tab that appears to the user click the name to edit it available makes this tab available to the user visible makes this tab initially visible to the user closeable includes a close button (x) that allows the user to close the tab click apply changes to save your changes to change the tab order, click and drag the dotted area on the left of the tab name to reorder the tabs click save changing the default look of the self service portal select the default look of the self service portal from the configuration console, click build > self service > home page to open the self service portal the application displays four dashboard configurations option description self service includes alerts, search plugins, and five standard dashboard parts self service simple contains my open items, top questions, report issue, and service request parts self service simplified contains search plugins and two default dashboard parts self service for call log contains information for customers who migrated to from heat classic click preview to see how a dashboard looks click outside the preview window to return to the page select the option to display on the self service portal