Page Comparison

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1. Navigate to Admin > User Management > Permissions Sets.

2. Click the Image Removed Image Added button.

3. Enter a 'Name' of "CustomerCenter Only".

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   This title lets other Users easily know the intent of the Permissions Set.

4. Leave the 'Default Permission for Menus & Modules/Controllers:' set to 'Deny'. This ensures access to ONLY what is added.

5. On the 'Menu' tab, click the 'Add' button.
   

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6. This opens the 'Add New Menu Permissions' form. Click the 'CustomerCenter Menu' field.
   

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7. Select 'Check all'. 

8. Click the button.

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1. From Admin > User Management > Permissions Sets again click the 'Add' button.

2. Enter a 'Name' of "Knowledgebase Only". 

3. Leave the 'Default Permission for Menus & Modules/Controllers:' set to 'Deny'. This ensures access to ONLY what is added.

4. On the 'Menu' tab, click the 'Add' button.
   

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5. This opens the 'Add New Menu Permissions' form. Click the 'Knowledgebase' check box.

6. Click the button.

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1. From Admin > User Management > Permissions Sets again, click the 'Add' button.

2. Enter a 'Name' of "Service Desk: Requests Only".

3. Leave the 'Default Permission for Menus & Modules/Controllers:' set to 'Deny'. This ensures access to ONLY what is added.

4. On the 'Menu' tab, click the 'Add' button.
   

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5. This opens the 'Add New Menu Permissions' form. Click the 'Service Desk' check box.
   

6. Deselect the all the check boxes in the Service Desk tree EXCEPT for the 'Requests' check box.

7. Click the 'Save' Image Added button. 

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This creates a Permission Set that only allows access to the Knowledgebase.

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The fourth example removes the 'Delete Selected' button Image Removed Image Added from the 'Service Desk: Requests' Grid. Both the fourth and fifth examples start in the Permissions Sets Grid and move to 'Service Desk: Requests' to finish creating the specific Permissions.

1. From Admin > User Management > Permissions Sets again click the 'Add' button.

2. Enter a 'Name' of "Service Desk: Requests (no delete)",

   and then click the Image Removed Save button.

3. 'Add' another Permission Set and give it a 'Name' of "Service Desk: Requests (lock requestor)", and then click the Image Removed Save button.

Now that there are two blank Permissions Sets, ("Service Desk: Requests (no delete)" and "Service Desk: Requests (lock requestor)") navigate to Main > Service Desk > Requests

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1. From the 'Service Desk: Requests' Grid, locate and click the "Permissions" button in the lower left-hand corner of the Grid.

2. This opens the 'Add New Grid Permissions' form.
   

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3. In the 'Permission Set' field, locate and select the "Service Desk: Requests (no delete)" Permission that was set up in Step 2 above.

4. In the 'Button' field, locate and select "deleteButton".

5. Make sure the 'Permission' field is set to "Deny". 

6. Click the Image Removed Save New button.

This saves the fourth Permission Set of Service Desk: Requests (no delete).

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1. Start with an Incident Request. Locate a Request in the Grid that starts with "IR" and double-click or select and click the button.

2. Click theImage RemovedImage Addedmenu and then click 'Permissions Builders'

   

   in the menu.

3. Small 'Lock' buttons appears next to all lockable form elements. Click the one next to 'Requestor'

4. This opens the 'Add New Form Element Permissions' form.
   

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   • In the 'Permission Set' field

     locate and select the "Service Desk: Requests (lock requestor)" Permission that was set up in Step 2 of Example Four .

5. Make sure the 'Permission' field is set to "Read". This keeps Users with the Role from editing the field.

6. Click the Image Removed Save New button.

That sets up the fifth and final Permission. The only step remaining is to define the Role.

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To bring it all together, the User should create the Role 'Example Role'. Navigate to Admin > User Management > Roles

1. Click the Image Removed Add button.

2. This opens the 'Add New Role' form.
    

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3. Add a name of "Example Role" in the 'Role:' field.

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4. Add a 'Description' of what the Role does. This 'Description' shows in the Grid, and can help identify the intent of a Role.

5. On the 'Permissions Sets' tab,

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   click the Image Removed Image Added button.

6. This opens the 'Add New Existing Permission Sets' form.

7. Select the five Permissions Sets ('CustomerCenter Only', 'Knowledgebase Only', 'Service Desk: Requests Only', 'Service Desk: Requests (no delete)', and 'Service Desk: Requests(lock requestor)') that were created at the begining of the Best Practices wiki.

8. Click the button.

   The Permissions Sets are added to the Grid on the Permissions Sets tab.

9. Click the Image Removed Save New button.

The Role appears in the Grid now.

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