How to target users in subscribers for a service using employee portal?

[Sandip Bhogal]

hi all, i got new service which is shown in the employee portal, i want to create a team called line managers and then assign members so that when i open the configuration for that specific service - i would want to select who can use this service e.g. target line managers. 

How can this be done? Can someone give me a simplified answer please would be very grateful. I would like to know how to make this work. I had added screenshots of what i currently got which the hornbill specialist helped me create. 

 

[samwoo]

Hi @Sandip Bhogal,

Not sure how much help I can be, but I'll try....

1. On the second screenshot, you can see where the red circle is drawn on the image. Clicking on that will reveal a dropdown, where you can define the entity type you wish to have visibility of this Service, such as a General / Team / Department / Company etc.
   
   If you have the relevant users and organizations configured in Hornbill, then you can associate that Organisation to the Service as Subscribers and only those Subscribers will have visibility.
    
2. If you wish to be more specific re. visibility of a specific catalog/form within a service, then you can click the icon within the Catalog Items that looks like a group of people.
   
   In here if you disable all visibility then that form will not be visible to anyone until you apply one or more specific organisation visibility.
    
3. See below if you need to know where to go to amend/create Organisations/Groups/Teams.

 

To view and amend Organisations, navigate to the cogwheel in the bottom left:

 

Switch to Platform Configuration:

Switch to Organisational Structure:

 

Then go ahead and create your Organisation Hierarchy.

 

Some things I think about when I am working in this area:

• Team type - These are organisation/groups containing users who can pick up and action requests/tickets on Hornbill.
  
  If you wish to capture a Team that isn't used for requests/tickets assignment in Hornbill, then the advice is to use General - unless someone corrects me if I am wrong.
   
• My advice would be to create your first Organisation type of Company then go into that new Company, assign all users (basic and full) if your users are part of one company, then create your directorates / departments / teams (General) etc. within each other to create the Hierarchy.
   
• I believe the current advice for the Teams (not General) type is to not put them in the main Organisation Hierarchy and leave them in the top level, but you can add teams within teams if necessary (again someone can correct me if I am wrong).

[Sandip Bhogal]

Thank you for getting back i think i would create group called Line managers and obtain list where some are just basic not all be users, then i can add them on that group for me to then be able to make them use that service i put on the employee portal. 

 

at the moment i can see teams like service desk show up on here: 

 

 

 

i want to make a team called line managers but not sure where to start. We have a hierarchical system in place and if i go to organisational structure - service desk - not able to find much there: e.g. group of users as well as team - service desk. 

 

 

 

We got 4 organisations which fall under 1 Team, and within an organisation we then have child - called Tech and Transform - under that we got dept called service desk. Im abit stuck haha