Create a Service Desk self-service profile

Applies to User roles: System Administrator

To create a Service Desk Employee Self Service (ESS) profile:

Note: Press Ctrl+H to see the description of a field.

  1. Click System Administration > Ongoing Maintenance > Profiles > Service Desk Profiles.
  2. In the Security tab, type a descriptive name in the Profile Name field. For example, type ServiceDeskESS.
  3. Select security profile rights for Service Desk self-service users when working with user interactions. For example:

    Security profile rightDescription
    NewIf enabled (set to true), allows ESS users to open interactions.
    CloseIf enabled, allows ESS users to close existing interactions.
    UpdateChoose one of the following to indicate when ESS users can update interactions:
    Always, When assigned, or Never
    Advanced search If enabled, gives ESS users access to advanced search capabilities to query for information.
    Can notify If enabled, gives ESS users access to the Notify function.
    Lock on displayIf enabled, locks records when displaying them on the screen for this profile. Service Manager locks the record regardless of whether the user is making modifications, and no other users can display or modify the record. If disabled (set to false), Service Manager sets an exclusive lock on a record only when a user is modifying it; other users can display or modify the record.
  4. Identify the forms to display for self-service users. For example:

    Form categoryForm name
    Manage formatsc.manage.call
    ESS initial formatess.SD.open
    ESS edit formatess.SD.update
    ESS search formatess.SD.search
    ESS list formatess.SD.qbe
  5. Enable inbox settings for self-service users. For example, when set to true, the New thread: View -> Edit setting keeps the inbox open after a member of this profile runs a search from that inbox. Service Manager displays the record in a new window.
  6. Click Add.

Related topics

Self-service
Configuring the self-service working environment