---
title: Configuring Workspace Options
slug: neurons-for-itsm/admin-user-help/enu/latest/configuring-workspace-options
createdAt: 2026-07-14T19:16:24.562Z
---

- [About Workspace Options](docId\:Nb88N6DajG6ouhf8EX_kD)
- [Viewing the Tabs Available to a Role](docId\:Nb88N6DajG6ouhf8EX_kD)
- [Configuring the Top Level Tabs for the Self-Service Portal](docId\:Nb88N6DajG6ouhf8EX_kD)

## About Workspace Options

When setting up workspaces and assigning them to roles, you can configure which options the role can view by editing them under the Top Level Tabs tab. The configuration options are accessed by selecting a role. For information on how to access the layouts, see [Making Layouts Available to Users](docId\:h8arLpY7_azaglzUClRZR).

## Viewing the Tabs Available to a Role

1. From the Configuration Console, click **Configure **>** Users and Permissions **>** Roles and Permissions** to open the **Roles and Permissions** workspace. A list of roles appears.
2. Double-click a role name from the list. The **Role Details** page appears.
3. Click the **Top Level Tabs** tab. The **Top Level Tabs** page appears, showing a list of the tabs that are currently available to that role.

To change the visibility settings for a workspace, see [Making Layouts Available to Users](docId\:h8arLpY7_azaglzUClRZR).

## Configuring the Top Level Tabs for the Self-Service Portal

You can restrict certain fields from displaying and configure the view options in the **My Items** workspace for service owners. This allows you to hide certain information from users in the Self-Service Portal so that some default options are no longer displayed. You must have **My Items > Service Request** configured for service owners before you can edit the options.

- [Restricting Views for the My Items Workspace](docId\:Nb88N6DajG6ouhf8EX_kD)
- [Enabling and Disabling Predefined Categories for the Service Catalog](docId\:Nb88N6DajG6ouhf8EX_kD)
- [Adding Customized Business Objects](docId\:Nb88N6DajG6ouhf8EX_kD)

### Restricting Views for the My Items Workspace

1. From the Configuration Console, click **Configure > Users and Permissions > Roles and Permissions** to open the **Roles and Permissions** workspace. A list of roles appears.
2. Click **SelfService**. The **Role Details** page appears.
3. Click the **Top Level Tabs** tab. The **Top Level Tabs** page appears, showing a list of the tabs that are currently available in the Self-Service Portal.
4. Click **My Items**.
5. Under **My Items' Configuration**, click **Configure** next to the **Service Request** entry.
6. At the **Service Request View Options** dialog box:

:::Paragraph{indent="1"}
**Request Information:** Uncheck an item to hide it on the Self-Service Portal, and click **Save**.
:::

:::Paragraph{indent="1"}
**Request Offerings Parameters** lists the following choices:
:::

:::Paragraph{listStyleType="disc" indent="2"}
**Custom Forms**: Check or uncheck the available options to display or hide them from the Self-Service Portal.
:::

:::Paragraph{listStyleType="disc" indent="2"}
**Business Objects**: Design then select a new form to implement it. The business object displays as a tab for item details.
:::

7. To configure dialog boxes, check **Do not show the dialog** to hide the dialog box.
8. Click **Configure confirmation dialog box** to edit the confirmation dialog box.
9. Click **Save**.

### Enabling and Disabling Predefined Categories for the Service Catalog

1. From the Configuration Console, click **Configure > Users and Permissions > Roles and Permissions** to open the **Roles and Permissions** workspace. A list of roles appears.
2. Click **SelfService**. The **Role Details** page appears.
3. Click the **Top Level Tabs** tab. The **Top Level Tabs** page appears, showing a list of the tabs that are currently available in the Self-Service portal.
4. Click **Service Catalog**.
5. Click **Edit** to edit the workspace actions and add and configure buttons.
6. Click **Select Category** to select another category to display as the default.
7. Check **Enable predefined category 'All Categories'** or **Enable predefined category 'Most Popular'** to enable the categories.
8. Click **Save**.

### Adding Customized Business Objects

You can add customized business objects to the Self-Service Portal and make these available by editing **My Items** for service owners. You can only use business objects that apply specifically to a role. In the following example, the **Problem** business object is added to the service owner role. For more information, refer to [Creating a Request Offering](docId\:ONsxNvvfiBkmacs-g1jH6).

1. From the Configuration Console, click **Configure > Users and Permissions > Roles and Permissions** to open the **Roles and Permissions** workspace. A list of roles appears.
2. Click **ServiceOwner**. The **Role Details** page appears.
3. Click the **Top Level Tabs** tab. The **Top Level Tabs** page appears, showing a list of the tabs that are currently available to service owners.
4. Click **My Items**.
5. Under the **My Items' Configuration** area, click the **add new** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/-xC2rFf08JbJHTGUTd_A3_addgreen.png" alt caption size="10" width="17" height="15"} to add a new business object.
6. From the drop-down list, select **Problem**.
7. Click **Configure**.
8. Select **Single Layout** and then select **Problem** from the drop-down list.
9. Click **Save**.
10. Click **Save**.

:::hint{type="info"}
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/ihL5-ugbbnuYFfSJINHs7_bug-742353.png" position="flex-start" size="40" initialPath="../../Resources/Images/SecurityOperations/Bug-742353.png" githubPath="Content/Resources/Images/SecurityOperations/Bug-742353.png" showCaption="false"}

When you apply the Security Operations package available at Ivanti Marketplace, if you have Business Objects defined for **Work Order** and **HR Case**, they get deleted upon applying the package. You have to re-add them in order to create Work Orders and HR Cases.

*Sample image of Business Objects before and after applying the Security Operations package*
:::

Do the following to create and publish the form:

1. Log out of the Configuration Console and then Log in to the application as a service owner.
2. Open the **Request Offering** workspace.
3. Click **New > Form Offering** from the top right.
4. Create a form offering by doing the following:

:::Paragraph{indent="1"}
a. Select a service from the drop-down list.
:::

:::Paragraph{indent="1"}
b. Enter a name and description for the service.
:::

:::Paragraph{indent="1"}
c. Select the service category.
:::

:::Paragraph{indent="1"}
For example, you could select **Data** for service, enter **Mobile Phone** as the name, and select the **Mobile Phone Service** category.
:::

5. Click **Next** to move to the **Select Form Layout** tab.
6. In the **Business Object** field, select the **Problem** business object that you configured and added.
7. In the **Object Layout** field, select **Problem**.
8. Click **Next** to move to the **Publish Action** tab.
9. Change the status from **In Design** to **Published** to make it available for the organizational units listed.
10. Add or delete organizational units as needed.
11. Click **Save & Exit** to complete the action and publish the form.