<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>- Choosing the Restriction Method</strong></p><p><strong>- Configuring each Restriction Method</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><strong><a href="https://usehalo.com/haloitsm/guides/1863" target="_blank" rel="noopener noreferrer">Services</a></strong></li></ul><p><strong><br></strong></p><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><strong><a href="https://usehalo.com/haloitsm/guides/2426" target="_blank" rel="noopener noreferrer">Access Control</a> </strong></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/2432" target="_blank" rel="noopener noreferrer"><strong>Service Catalogue</strong></a></li></ul><p><br></p><p>Whilst administrators can see all services and categories by default (via "Owner" access"), access for non-administrators can be set in a few different ways. </p><p><br></p><p><strong><span style="font-size: 14pt;">Choosing the Restriction Method</span></strong></p><p>Go to Configuration > Services > Catalogue Settings section. <em><strong>Note: This may be called "Service Catalogue" dependant on your Halo version.</strong></em></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMzOWRiYjllLTdjYjgtNDRiZC04NDczLWM4ZDMwYjc2YTE2MCJ9.wgjxum-BS2_JI8blIBnbW4xXPDTv7u1XcVLZ1f_upcU" class="fr-fic fr-fil fr-dib" width="87" height="128"></p><p><strong><span style="font-size: 10pt;">Fig 1. Services/Service Catalogue module.</span></strong></p><p><br></p><p>Here, you can set the "Service Permission Type". The configuration within this guide is dependant on the option selected within this dropdown.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc0YmNjZGUxLTQzODEtNDFmNi1hYjMwLTc5ZmQ2M2Q1YmQ5OCJ9.3NVEI-yTpFy7_--wFRMIkJYtUCrbt6WKhIgFgnYxw_E" class="fr-fic fr-fil fr-dib" width="391" height="80"></p><p><strong><span style="font-size: 10pt;">Fig 2. Service Permission Type dropdown.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Configuring each Restriction Method</span></strong></p><p>We will now go through each of the three options within the dropdown in <strong>Fig 2</strong>, and the corresponding configuration they use. The first method uses agent permissions, whilst the second and third use access control. For more information on access control, check out the linked related guide at the top of this article.</p><p><br></p><p><strong><span style="font-size: 12pt;">1) Use Read/Write permissions for Service Catalogue</span></strong></p><p>If the dropdown is set to use read/write permissions, access for the entire service catalogue will be dependent on if the agent has read access permissions to the service catalogue.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg0NDBmZDlmLWM0YjQtNDcxMy04NjM5LTM0ZWUxZjRlOGIwNiJ9.PipZr4Sd80qMyKtufap9L_oHuiliaWCjhn9PqsElZv4" class="fr-fic fr-fil fr-dib" width="391" height="80"></p><p><strong><span style="font-size: 10pt;">Fig 3. Using read/write permissions for services.</span></strong></p><p><br></p><p>This is set against the agent (or via their role) in the "Permissions" tab > "Feature Access" section.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ5M2YwNmMxLWUzN2EtNDc4MC04Y2RlLTg5YjE2MDhkMzc4MSJ9.qhG-RoJu1C3KCRX-mWWttb8-T8JO-TcpgpkCEIuQ4eA" class="fr-fic fr-fil fr-dib" width="951" height="114"></p><p><strong><span style="font-size: 10pt;">Fig 4. Service Catalogue access.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">2) Use access control for Service Categories</span></strong></p><p>This first method of using access control (second in the dropdown) uses service categories to provide access. If access is provided to the category, the agent can see each service within that category.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc3ZjUxNTlkLTA1MWMtNDQzNC1hZGY5LWExNjExMTQ4OWZkMyJ9.kIJF8ROItsJ_svr1eBOHRb6IjK_NRuqkSU9Wl7-OBj8" class="fr-fic fr-fil fr-dib" width="615" height="78"></p><p><strong><span style="font-size: 10pt;">Fig 5. Access control by service category.</span></strong></p><p><br></p><p>Within the service catalogue, right click on a category to edit/create.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk0NjAyNTk4LWFiMDEtNDRiOC1hZTMzLWQ1M2VjYjNlNzFkMSJ9.S7y1-MtZDSM8UeNRVO_F6v4knafR9Y084cojA870dNU" class="fr-fic fr-fil fr-dib" width="329" height="382"></p><p><strong><span style="font-size: 10pt;">Fig 6. View/Edit this Service Category.</span></strong></p><p><br></p><p>An "Access Control" button is available at the top of this popup where agents can be allowed access to the category.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ0Y2IzMjgzLTMwYmUtNDk5OS1hNjE5LWMxNzA5M2VmOWExNiJ9.RhWQ3zQqrdWUe5WTXSg302M8LPt2n0S_fESsnNCidyw" class="fr-fic fr-fil fr-dib" width="1209" height="184"></p><p><strong><span style="font-size: 10pt;">Fig 7. Access Control on a service category.</span></strong></p><p><br></p><p>Allowing access to a category will show each service within that category to the agent, as well as show the category name on the left side-pane.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhjNGNmZjllLWRiNTctNDE1My05ZmYzLWY4MDNmYmM3YjM1OSJ9.KJ-oR0oxcPcO9KWiPzVAh4mAUJnGrPT4MgKNHLtc4Qg" class="fr-fic fr-fil fr-dib" width="833" height="349"></p><p><strong><span style="font-size: 10pt;">Fig 8. Services available within the allowed service category.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">3) Use access Control for Service Catalogue and Service Categories</span></strong></p><p>The second option for using access control (third in the dropdown) uses both category and services to provide access. This differs from the previous method, as it separates the two out. You can set access to both the service and/or its category via this method.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUxNzE2ZTI5LWZhZDItNGMyYy1hNWUwLTkwNGJlYzhiMmM0YiJ9.bq1Zu59zxCdhhyvXJNGIMSiaUBfyqt5Jx8B0lqqkgjk" class="fr-fic fr-fil fr-dib" width="845" height="80"></p><p><strong><span style="font-size: 10pt;">Fig 9. Access Control by service category and service.</span></strong></p><p><br></p><p>The same "Access Control" button will be available on both the service category, and now also the service itself.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMxN2VlYTIxLTA1MGEtNDg1NC1iOGE4LTdmN2NiNDUwN2VlMCJ9.5T8bMInF1eTAnoCChwJ54eoBiUICl0Hzix6q2QmS210" class="fr-fic fr-fil fr-dib" width="1216" style="width: 1218px; height: 352.109px;" height="352"></p><p><strong><span style="font-size: 10pt;">Fig 10. Access Control button on a service.</span></strong></p><p><br></p><p>If access is set on both the category and a service within the category, it will show that service like below. It does not show the other service within the category like in <strong>Fig 8</strong>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRkYTk0MmYxLWY0MjMtNDM2OC1hODVhLTYxZTcwOTRlYmE0OCJ9.8n18X9EcO1XD2Q6N7jNCFVKJGc5vDsE2XOKxaOgHzVw" class="fr-fic fr-fil fr-dib" width="620" height="350"></p><p><strong><span style="font-size: 10pt;">Fig 11. Access set on the category and one service within it.</span></strong></p><p><br></p><p>If access is then set on another service, but not the category it is contained in, it will show in "All Services" but not show the category name in the side-panel.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhiOWQwYTViLWI3MjUtNGMyMS04NDkzLTk1ODQxOTQ1YjBkNCJ9.obje4SBR1s79mjb9KZjcAKoi8uMgd91VXGdnEpekcqs" class="fr-fic fr-fil fr-dib" width="826" height="357"></p><p><strong><span style="font-size: 10pt;">Fig 12. Access Control set on the service but not its service category.</span></strong></p><p><br></p>
