Setting and Editing Service Category Visibility

Question

• How do you assign a service category so that only a specific group of users can see it?
• Can you change the visibility of a group of services?
• Can we restrict access to service categories to certain groups?
• How do you limit visibility of services to certain audiences?

Environment

• TDX Work Management
• Client Portal Application(s) with:
  • Modify Service Categories permission
• Service Categories
• Optional: Group(s)

Answer

By default services and service categories inherit the visibility permissions of their parent location, and of the client portal itself.  You can modify visibility permissions on a category to easily change the visibility for all services inside of it, unless they are set to not inherit permissions.

1. In the Client Portal locate and click on the service category you want to adjust
2. Click the Edit Category grey pencil button on the right, above the large + New Service Button
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