The Customer Settings screen is where the individual user groups for the Self Service Portal are configured. Each user group contains a variety of options and settings which allow you to tailor the product in order to suite different types of user.
For example, your organisation may be a Managed Service Provider; responsible for providing service desk operations to a number of different companies, in which case you could configure a single customer settings group for each of these companies and apply a unique look and feel to each by applying the companies corporate colours, logo and font to the Self Service Portal.
In addition to this, you could also provide department managers for these companies with their own specific group by cloning the existing one and assigning further user privileges to it such as the ability to see their staff members’incidents and the ability to raise Change Requests.
When the Self Service Portal is first installed, a single Customer Settings Group is created. This is simply named Default Settings. If only a single settings group is required then it will only be necessary to configure this group. If further groups are required, then simply highlight the required group from the list and click on the Clone New Group button:
Enter a name for the new group (i.e. My Company Ltd) and click on the OK button. A new group will be created and its settings will be inherited from the original item.
The Customer Settings screen is categorised using a number of tab pages. Each tab relates to a specific configuration setting as described in the following section.