---
title: Creating a Self Service Mobile Role
slug: neurons-for-itsm/admin-user-help/enu/latest/creating-a-self-service-mobile-role
createdAt: 2026-07-14T19:16:51.592Z
---

If you are using a version of Neurons for ITSM prior to release 2016.1, you may need to create the **Self Service Mobile** role using the following procedures. For versions of Neurons for ITSM beginning with Release 2016.1, the **Self Service Mobile** role is available, but will need to be assigned to users.

- [Creating the Self Service Mobile Role](docId\:WjzPwK-9bOVmm71eX3hQ0)
- [Editing the Incident.WebSelfService.New Form](docId\:WjzPwK-9bOVmm71eX3hQ0)
- [Editing the Incident.WebSelfService.Edit Form](docId\:WjzPwK-9bOVmm71eX3hQ0)
- [Assigning a Role to the New Self Service User Interface](docId\:WjzPwK-9bOVmm71eX3hQ0)

## Creating the Self Service Mobile Role

The **Self Service Mobile** role can access the **Self Service Mobile** user interface.

Create the **Self Service Mobile** role by following these steps.

1. From the Configuration console, click **Configure > Users and Permissions > Roles and Permissions**.
2. Find the **Self Service** role in the **Role Name** column and click **Clone** in the **Action** column.
3. In the **Clone Role** dialog box, enter **SelfServiceMobile** (with no spaces).

:::Paragraph{indent="1"}
Check the spelling. After you enter and save the name, you cannot change it.
:::

4. Click the newly created **SelfServiceMobile** role to go to the **Role Details** page.
5. Check **New Self Service UI**. This provides access to the **Self Service Mobile** user interface.

:::hint{type="info" indent="1"}
Enabling the **Self Service UI** check box will ignore any settings configured in the top-level tabs for that role. Use Self Service Mobile UI customizations to configure mobile options. Refer to [Configuring the Self Service Mobile Portal](docId\:EcFgs0CZsbWT6Y3pQziUF) for more information.
:::

6. Click **Save**.

You can add this new role to any group, or assign it to any users who need to access the **Self Service Mobile** user interface.

:::hint{type="info"}
Ensure that the **Self Service Role** is checked under the **Branding Options**, as this setting designates the role as a self service role. For more information refer to [Setting up Roles](docId\:GT7R35F7DhfuezwDybAAO).
:::

After you create the role, edit the **WebSelfService.New** and **WebSelfService.Edit Incident** forms to ensure that they allow the appropriate views.

### Editing the Incident.WebSelfService.New Form

1. From the Configuration console, click **Configure > Business Objects** to open the **Business Objects** workspace.
2. Open the **Incident** business object.
3. Click **Forms** from the toolbar, then click **Incident (Incident.WebSelfService.New)** to open the form.
4. Click the **Summary** field to select it.
5. From the **Control Properties** tab, set the **Width** parameter to **21**.
6. Click the **Description** field to select it.
7. Click **Save**.

### Editing the Incident.WebSelfService.Edit Form

1. From the Configuration console, click **Configure > Business Objects** to open the **Business Objects** workspace.
2. Open the **Incident** business object.
3. Click **Forms** from the toolbar, then click **Incident (Incident.WebSelfService.Edit)** to open the form.
4. Click the **Activity History** field and then click **Delete** to delete the field from the form.
5. From the left pane, click **Other**, and then drag **Related Object List** on to the form.
6. Ensure that the Related Object control is in its own row, and drag it to move it if needed.
7. Select or set the following properties for the related object list from the **Control Properties** tab:

| Name      | Value      |
| --------- | ---------- |
| Height    | 2 em       |
| Label Pos | On the top |
| Style     | Default    |
| Tab Index | 1          |
| Width     | 35 em      |

8. Click **Flex Settings** to open the **Related Objects List** dialog box and modify the following settings:

| Name                                 | Setting                                                                                                                                                                                                      |
| ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Operations                           | Check **Multi-Select**. (Uncheck all other options.)                                                                                                                                                         |
| Show Items as                        | Select **Shrink to fit** from the drop-down list.                                                                                                                                                            |
| Types                                | Select **Journal#Notes**                                                                                                                                                                                     |
| Type Configuration: \[Journal#Notes] |                                                                                                                                                                                                              |
| Show as                              | Select **Custom**. Then enter the following code:<br />`<div>`<br />`<p>`<br />`{CreatedDateTime:date(_$R("m/d/Y g:i A"))} &nbsp&nbsp&nbsp`<br />`<FONT COLOR="#2286BB">``</FONT>`<br />`</p>`<br />`</div>` |
| Item Click                           | Select **Open Form**.                                                                                                                                                                                        |
| View Form                            | Select **Journal Notes (Journal Notes)**.                                                                                                                                                                    |

9. Click **Save** from the dialog box.
10. Click **Save**.

### Assigning a Role to the New Self Service User Interface

Use this procedure to assign a role other than the Self Service role to be able to access the **Self Service Mobile** user interface.

1. In the Configuration console **Build** > **User Interface Styles** > **Style Editor**.
2. Select any role.
3. In the **Exceptions / Custom Roles** section, click **Add Exception**.
4. The **Add Exceptions / Custom Roles** dialog is displayed. You can define the exception based on the current version in use.

:::hint{type="info"}
Modify and save only one option at a time. The system allows only one change per instance.
:::

For non Self Service roles using V1 (Classic)

To enable a non self service user role from V1 (Classic) to Self Service V3 portal, do the following:

:::Paragraph{indent="1"}
a. Select the appropriate role from the **Role** dropdown list.
:::

:::Paragraph{indent="1"}
b. Select **UI v3** from UI dropdown list.
:::

:::Paragraph{indent="1"}
c. Click **Save**.
:::