Configuring Self Service Portal Settings
Self-Service Portal Settings allows you to select fields to display in the Self-Service Portal. The Self Service Portal Settings also includes options to select the display language, customize the start day of the week in your calendar, enable Remote Control access for all workstations, customize the login and header images and much more.
To access the Self-Service Portal Settings Configuration Wizard,
Specify the default currency in the given text field. This unit will be used in all the places where cost calculation is done. The default currency specified is $.
ServiceDesk Plus supports different languages as part of the application. You can choose default language of your choice to be displayed in the application. To select the language of your choice,
Click Browser default combo box. Select the language of your choice from the list.
You can customize the calendar view by selecting the start day of the week from the drop-down. The selected day will be considered as the starting day of the week in all the calendar views.
If you wish to show all your tasks as reminders to the requesters then select 'Yes' radio button else select 'No' option. The reminders will be shown in the home page.
Includes options to change the status of requests to Open when requesters reply to On Hold requests, actions to perform when requesters reply to closed requests, stop timer for requests awaiting approval and option to show site details in the request details page.
Dynamic User Addition
By default, when a user is not imported into the application but imported through Active Directory, then the user can login to the application using the AD credentials. This will automatically provide login access to the application. If you do not wish to provide dynamic user addition when the user is not imported into the application then enable the 'No' radio button.
User Login Addition
By default, if a mail fetched by the ServiceDesk Plus application has a requester name and email ID that is not available in the requester or technician list already, then the name is automatically added in the requester list and the login name and password is created. The first part of the e-mail ID is set as the name and the entire e-mail ID is set as login name and password. The requester can log in to the self-service portal and change his/her password. If you do not wish to provide login access to users created through email requests then enable the 'No' radio button.
Override User based on Email ID
While importing users using Active Directory, CSV and LDAP, the existing user information is overwritten based on two criteria - The first criteria is based on the username and Domain, and the second criteria is based on email id. If you do not wish to override user information based on email id then enable 'No' radio button else enable 'Yes'.
Enable Local Authentication Login
On enabling Active Directory, if you wish to allow users to login to the application using the password configured in ServiceDesk Plus then enable 'Yes'. The user should select Local Authentication from the Log on to drop down list in the Login screen. If you wish to allow users to login to the application using the system password then enable 'No' option.
Email from New User
Using this option, you can prevent mails, from a new email address to be fetched into the application. To block mails from the email address that is unavailable in ServiceDesk Plus database, click 'No' radio button. The mails are discarded and will not be logged in as a new request or appended as a conversation in the application. To process mails from a new email address, click 'Yes' radio button.
If you wish to show the quick create section to the technicians in the home page, then enable the 'Yes' radio button else select the 'No' button.
Auto Assign Asset
In ServiceDesk Plus, you can assign multiple workstations to a requester. So while creating a request through email, by default, the first workstation is displayed. If you do not wish to display the workstation information in the request details page, then enable 'No' radio button else enable 'Yes'.
You can allow requesters to view their profile in Self Service Portal by enabling View their profile check box. A My Details tab appears in the header pane where the requester can view his/her details.
You can also allow your requesters to edit their profile and maintain it up-to-date in Self Service Portal. Select Edit their profile check box. By selecting this check box, View their profile option is automatically enabled but its greyed.
By default, all the workstations configured by the administrator will be listed in the new request form of the self service portal. If you want the requester to view only the workstations associated to them, then enable the check box 'Show workstation associated to requester in Self-Service Portal'.
By default, the solution approvers can approve their own solutions rather than submitting it for approval. If you do not want the solution approvers to approve their own solution, enable 'No' radio button.
Remote Control Access
If you want to enable Remote Control Access to all the workstations then select 'Yes' radio button else select 'No' button.
To provide an alternate URL
1. In the text field provided beside the http:// text, enter the URL (along with the port number if needed).
2. Click Open alias URL in a new window link just below the text field, to test if the alias URL works.
You can customize the application by choosing to display your custom logo. You need to add the logo in two dimensions, one for the login page and the other for the header image that you see on the top left corner of the pages once you login. The login page image should be of the dimensions 252 px x 61 px (W x H), while the header image needs to be 166 px x 46 px.
To import the login page image,
1. Click Import image... button.
2. Click Browse button to select the image.
3. In the file chooser window, select the file that you wish to import and click Open.
4. Click Import.
The image that you just imported will be replaced instead of the login page image. Follow the same process for header image also.
Click Save, to save the changes made in the settings.