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.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
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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- Self-service
Creating self-service users
There are different ways to create a self-service user:
-
Manually create an operator and contact record for a single self-service user
Service Manager has an out-of-box template record to assist you with this task.
- Create a self-service operator from a contact record with a single operation
- Create multiple self-service operators from a contact record list with a single operation
Related topics
Self-service
Who uses self-service?
Self-service licenses
Self-service tailoring
Configuring the self-service working environment
Self-service template record
What is a self-service power user?
Accessing Service Manager
Working with self-service requests
Add a user role record
Create a self-service user
Create a self-service user from an existing contact
Create multiple self-service users from a contact list
Grant self-service access
