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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Add a user role record
Applies to User Roles:
System Administrator
A user role defines a set of application profiles, capability words, and query groups that you can apply to any operator record. For example, the self-service role enables the self-service user to open, view, update, and close service requests.
To add a user role record, follow these steps:
- Click System Administration > Ongoing Maintenance > User Roles.
- Enter a User Role or click Search to select a role from a record list.
- Add optional information to the form. If necessary, press Ctrl + H to view help for each field.
- Click Add.
Note Service Manager provides an out-of-box self-service user role record.
Delete a user role record
Search for a user role record
Set the dashboard home page for a user role