Getting started with Self Service management portal V3
4 min
role administrator minimum version 2024 3 availability for new customers the v3 portal is available by default for existing customers the v3 portal must be enabled manually getting started with self service management portal v3 provides administrators with the necessary steps to enable and configure the latest version of the self service portal it outlines upgrade paths, ui configuration using the style editor, and role based access setup for both new and existing customers upgrading to self service v3 portal the following table shows the upgrade paths available to each role type when migrating from v1 (classic) roles supported versions self service v2 (modern ui) and v3 non self service v3 only roles can upgrade from v1 (classic) to v2 (formerly modern ui) or directly to v3 you can also move between versions of v1, v2, and v3 (either upgrading or reverting), whereas non roles are restricted to upgrading directly from v1 to v3 enable self service v3 portal this section is applicable for existing customers upgrading to the latest version log in to as in the configuration console, click build > user interface styles > style editor in the exceptions / custom roles section, click add exception configuring ui v3 using the style editor the add exceptions / custom roles dialog is displayed you can define the exception based on the current version in use modify and save only one option at a time the system allows only one change per instance for non roles using v1 (classic) to enable a non self service user role from v1 (classic) to v3 portal, do the following a select the appropriate role from the role dropdown list b select ui v3 from ui dropdown list c click save for roles using v1 (classic) or v2 (modern) to enable a user role from v1 (classic) existing to v3 portal, do the following a select the required self service role type from role dropdown list b turn on the toggle to enable page option c select ui v3 from ui drop down list d select an option from the page options dropdown list click save click the log out icon log in as a self service user to view self service management portal v3 to revert from the current ssm v3 version to a previous version, see rollback from v3 docid\ abvww6gtcuxljuzucd1wf section
