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Restricting Templates by User (or group)

  • 20 July 2023
  • 2 replies
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Steve_IT_FPST
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I noticed that when setting up Categories that you can say which user groups can see those Categories and I wanted to know if there is a way to limit Service Desk Templates that way as well.   We will have several options that are for specific locations or departments because they have customized software that is not used by anyone but them so I do not want users who are not at those locations to see those options in the Template drop down in the Self Service portal.

Is this possible?

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Best answer by alin.lupascu 20 July 2023, 11:58

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alin.lupascu
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Hi @Steve_IT_FPST ,

 

What you need to do is to have a category that is using that template - and set-up the view permissions at the category level. 

 

In my example only “Finance” can see this category and since I’ve related this category to the template “Permissions to use printer” in the drop down template list this one will not show for users that are not part of that group.

 

I hope this helps and let me know if you have any questions.

Steve_IT_FPST
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OK, I was not sure if the Category would also affect if the template shows up in the drop down for a user.  Thanks.

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