Setting and Editing Service Visibility

Issue/Question

• Can some forms and services be restricted while others are public?
• Can we restrict access to forms and services to specific groups who can log in?
  Examples: All with credentials, only Staff, only Faculty, only Students, only specific people in a specific role
• How do you limit visibility of services to certain audiences?

Environment

• TDX Work Management
• Client Portal Application(s) with:
  • Ownership of specified service OR
  • Manage all Services client portal security role permission
• Services
  • Service Offerings all share the same permissions as their parent service
• Optional: Group(s)

Resolution/Answer

All services require you to sign in to complete the form and submit the request, unless the service has specifically been set up as a publicly requestable.  Limit the visibility of a service to manage or restrict access to the form.  If you wish to limit the visibility of all the services in a category, see the related article about Service Category visibility permissions.

1. In the Client Portal locate and click on the service you want to adjust
2. Click Edit Service
3. Click the Permissions tab
4. Un-Check Inherit Permissions to set the service permissions different from the parent or global visibility setting
5. Adjust the visibility permissions:
   • To require users to sign in to see the service: Un-Check Public
   • Optionally, to restrict visibility and form access to certain groups or to exclude certain groups:
     • Select Allow ONLY the associated groups below to use this service to require membership in a group to see and submit the service
     • Select Allow all individuals to use this service EXCEPT the associated groups below to exclude certain groups from seeing and submitting the service
     • To add new groups: in the Add Groups drop down check the box(es) for the groups you would like to include or exclude
     • To remove existing groups: check the box in the trash can column next to the group name you want to remove
6. Click Save