Administer > Application setup > Self-service > Creating self-service users > Grant self-service access

Grant self-service access

Applies to User Roles:

System Administrator

To grant self-service access, follow these steps:

  1. Click System Administration > Ongoing Maintenance > Operators.
  2. Type or select optional search criteria.
  3. Click Search.
  4. Select an existing operator record.

  5. On the General tab, click Fill to choose a Service Profile, or click Find to modify the existing profile.

    For example, you can add desired self-service privileges, such as Open, Update, or Close to the existing Service Profile.

  6. Click the Self Service tab. Make sure that the operator record has these settings:

    • The Self Service Access Only check box must be cleared.

    • Type the name of the Self Service Menu to display when the user logs on using a self-service URL. The out-of-box menus are ESSSM and ESSM-Approval.

      ESSM-Approval provides the Approval Request link to the Approval view on the self-service Starting page for those users with approval capability.

    • Click the list to choose the Self Service Starting Page when the user logs on by using a self-service URL.

      For example, choose Submit a Request.

  7. Click Save.

Note The Login Name in the operator record must match the Service Manager ID in the contact record.

Related topics

Master data records
User roles
Self-service
Creating self-service users
What is a self-service power user?
Add a user role record
Delete a user role record
Search for 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