<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Menu Button Restrictions </strong></p><p><strong>- Ticket Restrictions</strong></p><p><strong>- Action Restrictions</strong></p><p><strong>- Service Restrictions </strong></p><p><strong>- Asset Restrictions</strong></p><p><strong>- Knowledge Base Restrictions</strong></p><p><strong>- Multi-Tenancy Restrictions</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1862" target="_blank" rel="noopener noreferrer">Self Service Portal</a></li></ul><p><br></p><p><strong>Related Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/1921" target="_blank" rel="noopener noreferrer"><strong>Actions</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/2428" target="_blank" rel="noopener noreferrer"><strong>Asset Management</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/2431" target="_blank" rel="noopener noreferrer"><strong>Knowledge Base</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1070" target="_blank" rel="noopener noreferrer">Self-Service Portal Customisation</a> </li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/2432" target="_blank" rel="noopener noreferrer">Service Catalogue</a></li></ul><p><br></p><p>This guide will cover various methods of restricting access for users within the self-service portal, which can be used to customise the user's experience with Halo and only show what is both necessary and relevant to them.</p><p><br></p><p><strong><span style="font-size: 14pt;">Menu Button Restrictions</span></strong></p><p>The primary method for restricting areas of the self-service portal is via adding visibility restrictions to the menu button. This can be used to hide certain buttons for certain customers, which can be useful for separating the types of tickets that can be logged by different groups of users.</p><p><br></p><p> In Configuration > Self-Service Portal > Menu Buttons, you can add or edit menu buttons.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ1YzM3ZWFiLWIxNWMtNDRkMy04OGQxLTFlNzA4MjcxZWRjYyJ9.m-Cw22d0oCIINaY5tcWWWvWx3JrE9FJftRU-NmjTOMQ" class="fr-fic fr-fil fr-dib" width="1214" style="width: 1216px; height: 366.936px;" height="367"></p><p><strong><span style="font-size: 10pt;">Fig 1. Editing a portal menu button.</span></strong></p><p><br></p><p>Scrolling down on the popup will show a "Visibility Restrictions" table. Click the "Add" button to set a restriction.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIxMDRiZmU2LTg0NDktNDU2Zi1hMjMxLWI0YTBjZDU0YWEzNCJ9._fRSg6oDQ8ElDroIl4KPrI9t7GayUbTpoWkUE3OmE-c" class="fr-fic fr-fil fr-dib" width="702" height="826"></p><p><strong><span style="font-size: 10pt;">Fig 2. Visibility Restrictions table.</span></strong></p><p><br></p><p>Another popup will then show to select what to restrict. In this example, only Acorn Construction would be able to see this button. If the checkbox below it was enabled, every customer except Acorn Construction could see this button</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc4NmI1YTYzLTI5ZWUtNDY1My04M2JjLWU2ZGNhMDAyYzNjZiJ9.aFNjU_QnAlK44sWuSkUVF0zx72vUqOywiRGkqWawaT4" class="fr-fic fr-fil fr-dib" width="708" height="398"></p><p><strong><span style="font-size: 10pt;">Fig 3. Adding a visibility restrictions.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Ticket Restrictions</span></strong></p><p><strong><span style="font-size: 12pt;">Ticket Type</span></strong></p><p>Tickets can be hidden from users by ticket type, which could be used to hide project tasks from the user and only show the project for instance. In Configuration > Tickets > Ticket Types > Defaults tab, disable the checkbox that shows the ticket to the end-user.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNiZTFlNTYxLWJlNTQtNGRkNi05OGI4LTg0NDQ0ZDQ3ODdhMiJ9.wiYXtEU6_KVWSoTf4gvSvgbbJdom8BrLZGSRcLxqENA" class="fr-fic fr-fil fr-dib" width="169" height="39"></p><p><strong><span style="font-size: 10pt;">Fig 4. Show to End User.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Ticket Lists</span></strong></p><p>In a user profile, go to the "Permissions" tab > General Permissions. Here you can set what tickets the user can see in their ticket list. "This Users Tickets" will only show tickets they are the end-user of, or a higher access such as "Site Tickets" may be useful for managers to keep track of tickets for their sector.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU5NDFhNmY2LTdlYWUtNGQxZi1hM2M5LWM3ZWRjNzQyMWM3MiJ9.IRWibpgAM8Mrk84_W0pqJKTs0tszDWQQooBhqxZnuVw" class="fr-fic fr-fil fr-dib" width="277" height="286"></p><p><strong><span style="font-size: 10pt;">Fig 5. Web Access Level permission.</span></strong></p><p><br></p><p>The defaults for this field can be set in Configuration > Users > General Settings > Defaults.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZiNDBhNmJlLWIxY2UtNGMyNi05NDJiLWI3ZjgyOTQzOWYyOSJ9.RAH33LJfM6tPnjJZ6JAdk6of2_3vZno4HiopqkVRmeY" class="fr-fic fr-fil fr-dib" width="587" height="184"></p><p><strong><span style="font-size: 10pt;">Fig 6. Default web access level for new users.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Action Restrictions</span></strong></p><p>When configuring action buttons for a ticket, these can be restricted in different ways to set whether users can use them, and if the action is visible to them. This can allow agents' private notes to be hidden from users, or allow users to submit extra information through an action for example.</p><p><br></p><p>When enabled, this will show the action as an option for the user to use within the self-service portal.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjgzMjkwZDRiLTQyYjItNDViNS05ZjQ2LTFiMzBmYWQwMWU5YyJ9.kUJ3ZpGafZ9BsnIcyS3FdAXTgw3ZpfRBUtyaJk1DJgc" class="fr-fic fr-fil fr-dib" width="238" height="48"></p><p><strong><span style="font-size: 10pt;">Fig 7. Allow Users to use this action.</span></strong></p><p><br></p><p>There are a few options for settings for hiding an action from a user.</p><p>The first will default the action to being hidden from the user, found in the "Defaults" tab > Toggles.</p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU1MDY0OWFmLTljNmEtNGU2Zi05MDkzLWFhYmY3ZmI3YzUzYyJ9.99pukrL5RMdA_Rr_87ZhvNfYDzEAheZUrCrmS8Gadbg" width="163" height="44" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; max-width: none !important;" id="isPasted" class="fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 8. Hide from User.</span></strong></p><p><br></p><p>The second will show a eye icon to toggle if the action is shown or not, and can be used in tandem with the first option. This is contained in the "Details" tab > Action Settings.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY0ZmExYjY1LTRkZmQtNDg4ZS1hNTBkLTQyZjBkMjNkMjYzOCJ9.STxkMa2arxq97J1DLGL_gylmqk_FREzgpa-ewcf0hLY" class="fr-fic fr-fil fr-dib" width="257" height="43"></p><p><strong><span style="font-size: 10pt;">Fig 9. Show the "Hide from User" option.</span></strong></p><p><br></p><p>The third is also in Details > Action Settings, and will hide the toggle after submitted so agents cannot go back and change the visibility.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM3ODgzNGZhLTQ3MmEtNDViNi1iOTA5LTJhZmZlYmMwNjZkMyJ9.FmNTOUr-TiPbH5cK9_kjlzi6P1WOKBtyXtNDughbB7s" class="fr-fic fr-fil fr-dib" width="754" height="66"></p><p><strong><span style="font-size: 10pt;">Fig 10. Hide the User visibility toggle.</span></strong></p><p><br></p><p>You can also configure followers of a ticket to be able to see the tickets within the "My Tickets" view of the self-service portal.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVhNTM4ZWY5LWNmZjMtNDcwZC04OWVkLTY3YjQ0ZjY4NmRmYSJ9.PVlhB2pVYVU-EEtyDeK-wE4nT8vkZlaX-RrA4R0HVIc" class="fr-fic fr-fil fr-dib" width="413" height="53"></p><p><strong><span style="font-size: 10pt;">Fig 11. Allow user followers to see tickets on the My Tickets view.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Asset Restrictions</span></strong></p><p>Restrictions of what assets a user can view can be set on their user profile, and then they can view the assets with the "My Devices" menu button. This can be useful to give different access levels to different people within a company, i.e. a manager may want to see all the customer's assets, but an employee might only need their own.</p><p><br></p><p>On the user profile > Permissions tab > General Permissions, you can set "Asset Access Level". By default, this will likely be set to "This Users Assets"</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBhOWY1YmE0LTBiNWMtNGVhYy05NzNhLTgwZjhiMDc2NmJhOSJ9.fZSxjN9LCKgvZaxMRnvtkGDALdRfjwr5MaDMbc5qMvQ" class="fr-fic fr-fil fr-dib" width="174" height="286"></p><p><strong><span style="font-size: 10pt;">Fig 12. Asset Access Level permission.</span></strong></p><p><br></p><p>Restrictions set here will be followed unless the below is enabled in Configuration > Self-Service Portal > New Ticket Settings. If so, site level will be seen regardless or if "No Access" or "This Users Assets" are selected.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM5YTBmMTUwLWY1YjAtNDQwNC1iMWRkLTA0NWU5ZDhlODkxMyJ9.i-5ecAQFIf9E9oSc3dkm8n8NtQ8J3TWP9F5kfaEpWHU" class="fr-fic fr-fil fr-dib" width="328" height="39"></p><p><strong><span style="font-size: 10pt;">Fig 13. Allow all Users to view all Assets at their Site.</span></strong></p><p><br></p><p>Default access levels for assets can be set via a role, and that role can be set as the "Default Role" in Configuration > Users > General Settings > Defaults.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjljYmU0YTUwLThiODktNDU4Zi1hMTdiLTE0OTA2ZjkyMThiZSJ9.u-WWrAVcAVZ4vsm3k6vVBfcgfbDI840uBAczxU2meVU" class="fr-fic fr-fil fr-dib" width="225" height="82"></p><p><strong><span style="font-size: 10pt;">Fig 14. Default Role.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Service Restrictions</span></strong></p><p>Services within the service catalogue can be restricted to only be accessed by certain users. This allows you to only show the services that are relevant to a certain user. </p><p><br></p><p>To determine who can access a service open the service, click into the "User Access" tab. Here, you can set who can access the service. </p><p><br></p><p>Access can be granted based on the user's service access level. A service access level will need to be assigned to a service, and to each user, if the user's service access level is in line with the one against the service the user will be able to access the service. The service access level can be inherited from its service category, or a specific service category can be assigned to a service. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVlODIwNWU3LTk1MmYtNGIwNy1hY2ZiLWIzMWY2M2JmODViYyJ9.O7qkqTREdrPmGKAIHlP4iVoHjV6pSdXkG7XeqH_kcJs" class="fr-fic fr-fil fr-dib" style="width: 972px; height: 441.231px;" width="1051" height="478"></p><p><strong><span style="font-size: 10pt;">Fig 15. User Access for a service.</span></strong></p><p><br></p><p>The service access level of a category can be changed by right clicking on the category in the list, and going to the "User Access" tab of the popup.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY0NGMxN2JmLTIyNGYtNDE5Yy05NTYwLWMxOGIxNGJiMzI0MiJ9.exYK0ZRqFuQj9gZwbADWOzMkEZhMqu9LTNZQVqhg1mk" class="fr-fic fr-fil fr-dib" width="1210" style="width: 1212px; height: 700.8px;" height="701"></p><p><strong><span style="font-size: 10pt;">Fig 16. User Access on a service category.</span></strong></p><p><br></p><p>The service access level of a user is set in "Permissions" tab > General Permissions of their user profile. For example below, the user will be able to see the service catalogue and has an access level of 2. This means they will be able to see any service with access levels of 1 or 2, but not 3.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAxM2FjMWMzLWRhNzMtNDhkZC05Mzk3LTU2Yzc1ZTI0MzAyNCJ9.fResxSflhnPPA8oX72JuHooGDznNkHBOJOeNGBGw4Mk" class="fr-fic fr-fil fr-dib" width="220" height="127"></p><p><strong><span style="font-size: 10pt;">Fig 17. Service access level permissions.</span></strong></p><p><br></p><p>You can further restrict who can access a service using the 'User Access' table against the service (shown in figure 15). </p><p><br></p><p>Users can be granted/restricted access based on various entities such as their role, customer, organisation etc. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ1MDJiYjEzLTk4N2UtNGRkMy1hOTI1LTE4NTYzMTFiZDI4OCJ9.H1HKx4AQZeI2mjkpR9kelf3IlvhnSmN2nWQuKKe-aF4" class="fr-fic fr-fil fr-dib" width="513" style="width: 515px; height: 438.202px;" height="438"></p><p><strong><span style="font-size: 10pt;">Fig 18. Restrict user access further</span></strong></p><p><br></p><p>To control which entities you can restrict user service access by, head to configuration > service catalogue, see section 'Choose which entities can be used to restrict service access'.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc0MzgwMmIwLTQxZDMtNGEyNS1iMGExLWU4NjE1OTdiMzVlMSJ9.I3MZfJEGxG57T4hZX7uP1kyKUeBhIEJvTJR3ywYaI84" class="fr-fic fr-fil fr-dib" width="1210" style="width: 1212px; height: 225.342px;" height="225"></p><p><strong><span style="font-size: 10pt;">Fig 19. Entities which can be used to restrict service access </span></strong></p><p><br></p><p>Here, check the box of each entity you would like to be able to restrict users service access by. Keep in mind the more entities you enable the longer service catalogue loading times will be, enable as few as possible for optimised performance.</p><p><br></p><p>You will notice, when adding an entry to the table, there is an option to 'Exclude this entity from this Service'. When this is enabled any users that meet the criteria set here will not be able to access the service. </p><p><br></p><p>If there are no entries in this table access to this service will purely be determined by the service access level, as long as users have the correct service access level they will be able to access a service. </p><p><br></p><p>As soon as an entry is added to a table users will have to meet the service access level criteria AND criteria in the table to be able to access a service. In the figure 20 example only users who have service access level 2 or 3 AND are a part of the customer 'Acorn Construction' will be able to access this service. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYzNTA4MTc5LTVkNWQtNDcxMC04YWZlLTUxN2VmZTA5MDQ0NyJ9.hizXPu9CYqM5XXIZkIVcLoXTqOXL5Skp-KYhZemTRMw" class="fr-fic fr-fil fr-dib" width="1000" style="width: 1002px; height: 342.168px;" height="342"></p><p><strong><span style="font-size: 10pt;">Fig 20. Service restrictions example</span></strong></p><p><br></p><p>This also applies when adding exclusion criteria to the table. If I add an entry to the table to exclude 'Acorn Construction' from this service I will also need to add an entry to grant all other users access to this service. This is because users are now also being checked against criteria in the table to see if they should have access.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjliOTMxMWJlLTE3OTEtNGQ2YS1iMGU5LTI0NmU2ZWEzZGY1YSJ9.6cojX5oI8ADkw4C675QopyaAciCnGacsvaf5hPGUF54" class="fr-fic fr-fil fr-dib" width="783" style="width: 785px; height: 383.019px;" height="383"></p><p><strong><span style="font-size: 10pt;">Fig 21. Service restriction example two</span></strong></p><p><br></p><p>In the figure 21 example users will need to have service access level 2 or 3 and not be in the customer 'Acorn Construction' to be able to see this service. If the table entry 'Everyone' is removed no one will be able to access this service as no users will meet both service level criteria and table criteria. </p><p><br></p><p><strong><em>Note: This applies to both criteria set against the service and service category.</em></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Knowledge Base Restrictions</span></strong></p><p><strong><span style="font-size: 12pt;">Allowed Customers</span></strong></p><p>On an article, customer restrictions can be set in the "Allowed Customers" table. If top levels are enabled, there will also be an additional table to add these. These can be used to only show an article to a more specific group, or a slightly more general one. For instance, you may have a guide only for one customer to access, and then another for a few customers within that sector.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ0YmZkNGZjLTM5NjMtNDBjZS05ZDk5LTVlMjA4NjM4YjcxZiJ9.QOl-x35TFtKc7Ho5zPsGsW79Hay5-P8m8O256ESkoTI" class="fr-fic fr-fil fr-dib" width="1214" style="width: 1216px; height: 334.731px;" height="335"></p><p><strong><span style="font-size: 10pt;">Fig 22. Restrictions table on an article.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Geo-Location Restrictions</span></strong></p><p>Geo-locations can be used to restrict knowledge base articles or FAQ lists. This can be done via a Geo IP lookup when either of the below are enabled in Configuration > Self-Service Portal > Miscellaneous Settings. The FAQ lists option is also available in Configuration > Knowledge Base > FAQ Lists. Turning it off/on in one area will also show in the other.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVkMWY2YTk0LWE4NGYtNGUwYy1iMzNhLTgwYjVlOWI0MGI5NCJ9._fI9aNT7UxAUts6tK4gwrDzXBW9PHrcZWvSP2aNJ1gk" class="fr-fic fr-fil fr-dib" width="365" height="73"></p><p><strong><span style="font-size: 10pt;">Fig 23. Geo Location options.</span></strong></p><p><br></p><p>Upon enabling, the "Geo Location Restrictions" table will show when editing an article.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQyYzI3M2Y1LTdmZDAtNDM3Mi1iOWE2LTNjYTY4NTgyZDA2ZCJ9.g_3OZdh2FXAhpjP4FPt1bDZ6-fwYVfrMGxB9saYG-vU" class="fr-fic fr-fil fr-dib" width="1043" height="469"></p><p><strong><span style="font-size: 10pt;">Fig 24. Geo Location Restrictions table on an article.</span></strong></p><p><br></p><p>The same table will also show when editing an FAQ list in Configuration > Knowledge Base > Configure FAQ Lists.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRjZDE0NDk2LTg2NmItNDNhMi05YTNmLTIyM2FlOGU2NjJmYSJ9.xaaOmaJEcOvFowmL0ouE40YrSHrZxehqVKTLsQaDVlQ" class="fr-fic fr-fil fr-dib" width="1216" style="width: 1218px; height: 116.118px;" height="116"></p><p><strong><span style="font-size: 10pt;">Fig 25. Geo Location Restrictions table in an FAQ list.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Multi-Tenancy Restrictions</span></strong></p><p>Multi-tenancy can also be used to restrict access to areas of a portal.</p><p><br></p><p><strong><span style="font-size: 12pt;">FAQ Lists</span></strong></p><p>FAQ lists can be restricted by organisation when multi-tenancy is enabled and multiple organisations set-up.</p><p><br></p><p>In Configuration > Self-Service Portal > FAQ Lists, enable the below.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI4MDk0ZjNmLWVlOGEtNDQ2Yy05NjZiLWQ4MDlmMmI1ZmE3OCJ9.mdCJXFFM_-SzeH5XyiQ1QBnz9Faipa1tiAUQ0E6AdBM" class="fr-fic fr-fil fr-dib" width="599" height="57"></p><p><strong><span style="font-size: 10pt;">Fig 26. Enable the ability to restrict FAQ lists for Users on a Self Service Portal for different Organisations.</span></strong></p><p><br></p><p>Then in Configuration > Organisations, you can select an organisation and go to the "Settings" tab to configure when FAQ lists that organisation has access to.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAwMGU0Njk5LTgwNzEtNDhjYi05YTcxLTFlNGI1ZTQwODI0MSJ9.0S2jYQIB6nnkCJVspE5cYPNMtyfwb0lKAoVbxIhr9fU" class="fr-fic fr-fil fr-dib" width="259" height="58"></p><p><strong><span style="font-size: 10pt;">Fig 27. Users can see all available FAQ Lists.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Service Access<br></span></strong></p><p>Service access can be restricted by organisation if multi-tenancy is enabled and multiple organisations set-up. Depending on the portal that the user logs in to, different services can be shown per portal.</p><p><br></p><p>Different organisations will need to be linked to each portal, which is done in Configuration > Integrations > Halo API and selecting a portal application. You can then set "Single Organisation Access" in the "Preferences" section.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY1NzBlOWNlLTEwYmYtNDNhZS1iNmRmLWE5OWRlYTdhODdhMCJ9.b811-YVVMhD_fcEMB40yNxaS7dxeYBETLTjt8d0dEwE" class="fr-fic fr-fil fr-dib" width="230" height="347"></p><p><strong><span style="font-size: 10pt;">Fig 28. Preferences set on a portal application.</span></strong></p><p><br></p><p>A service's access can then be set to "Portal Linked Organisation" to allow it only for when logging into that portal.</p><p><br></p>
