Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Administer the Service Management
- Record Management
- People
- Locations
- Lists
- Routing definitions
- Service Portal Administration
- Application settings
- Smart Analytics settings
- Data domain segmentation
- Categories
- MT console for shared service providers
- Dev2Prod - Synchronize your development and production tenants
- Debug tool
- Sample data
- Live Support
- Create a white label version of Service Management
- Generate report based on PostgreSQL views
People
System administrators manage the access that people in the organization have to different parts of different applications. The People domain includes individual users, groups, contacts, and user roles.
When you add new employees to the organization, the first task is to enable them to log into the areas where they have assigned work to do. Next, you might want to include them in one or more user groups, which makes it easy to send email to everyone with common interests or assignments. Finally, you want to assign a role to each user. Service Management uses a role-based permission system that makes it easy to assign a block of permissions to a role, and then assign that role to one or more end users. The default roles match industry-standard ITIL roles and best practice recommendations.
Contacts are an enterprise-wide address book of internal and external individuals, stakeholders, vendor liaisons, or others who might have a business relationship with the organization.
Encryption domains enable you to encrypt specific record type fields to restrict access to sensitive information to selected users.
Note Data domain segmentation provides the ability to limit the records that a user is permitted to view. In general, the data domain that a user is permitted to view is automatically assigned by the Primary data domain of the group to which the user belongs. To change the Primary data domain, you must first add the Primary data domain field to the relevant forms for the group or user.
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