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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Manage Impersonations
Concepts
Members of a organization's group can request Service Manager Service Portal catalog items on behalf of members in a different group within the organization. This is called request on behalf (RoB).
The required groups for RoB are:
- Impersonation Group — members of this group can request catalog items on behalf of members in the impersonation target group.
- Impersonation Target Group — members of this group can be impersonated by members of the impersonation group, for the purpose of shopping or requesting catalog items available to the impersonated member.
To facilitate RoB, the Service Manager Service Portal Administrator manages impersonations.
Tasks
The Service Manager Service Portal Administrator can perform these tasks in the Impersonation view:
View Impersonations
To view all of the impersonations in an organization:
- Click the Identity application in the Launchpad.
- In the Organization List view, click the organization that contains the impersonations you want to view.
- In the Organization Details view, click Impersonation.
The Impersonation view is displayed and all of the impersonations in the organization are listed.
The group displayed under the Manage On-Behalf-Of Groups is the impersonation target group. Members of this group can have catalog items requested for them, on their behalf.
Add Impersonation
Note This task assumes you are in the Impersonation view for the organization. (See View Impersonations for instructions.) You must create the impersonation group and the impersonation target group prior to creating an impersonation. (See Concepts for information.)
To add an impersonation to an organization:
- In the Impersonation view, click Add Group.
- In the Add Group dialog, select the impersonation group, which contains members that will be able to request catalog items for members in the impersonation target group.
- In the Add On-Behalf-Of Group dialog, select the impersonation target group, which contains members that will have items requested on their behalf.
- Click Save to finish and save your changes.
The new impersonation is displayed in the Impersonation list.
Delete Impersonation
Note This task assumes you are in the Impersonation view for the organization. (See View Impersonations for instructions.)
To delete an impersonation from an organization:
- In the Impersonation view, for the impersonation you want to delete from the organization, click the delete icon.
- Confirm deleting the impersonation from the organization.
The former impersonation is deleted from the organization.
Related Topics
- Manage Organizations – Create, revise, and delete organizations.
- Manage Languages – Add, set as default, and delete languages within a Consumer organization.
- Manage Roles – Associate roles to groups and remove roles from groups.
- Manage Groups – Create, revise, and delete groups within an organization.
- Manage Permissions – Associate groups and permissions to roles and remove groups and permissions from roles.
- Service Manager Service Portal Automation License – Manage Service Manager Service Portal licensing.