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Follow these steps:

  1. Navigate to MANAGE, ADMINISTRATION, Tools, and click MANAGE> ADMINISTRATION> Tools> Navigation Menu.
    The Navigation Menu page lists out all the navigation items available in the application. As an administrator, you can select any navigation item and set permissions for it.
  2. Select the navigation item that you want to restrict.
    The details of that item are displayed at the bottom of the page.
  3. Click the Permissions tab to display the list of users, groups, or roles that can access the selected navigation item.
  4. To modify the permissions for the selected navigation item, click Manage Permissions.
    The Manage Permissions page displays the list of all users, groups, and roles in your slice.
  5. To enable a group or user to view the navigation item, move that user or group to the Current Permissions pane. To disable a group or user from accessing the navigation item, move that user or group out of the Current Permissions pane.
  6. Click Save Permissions.
    The updates to permissions are saved. If you have made any other changes to the navigation item details, click Apply Changes before exiting the workspace.

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Scenario 1: Remove access to the Knowledge Management workspace for all users.

  1. Navigate to MANAGE, ADMINISTRATION, Tools, and click MANAGE> ADMINISTRATION> Tools> Navigation Menu.
  2. Filter the list by UX Platform and select the WORKSPACES, Knowledge Management row.
  3. Under the Permissions tab, click Manage Permissions and remove all the users or groups from the Current Permissions pane. DO NOT remove the Administration group.

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First, enable the Self-Service users to access the REPORTS menu. Proceed as follows:

  1. Navigate to MANAGE, ADMINISTRATION, Tools, and click MANAGE> ADMINISTRATION> Tools> Navigation Menu.
  2. Filter the list by UX Platform and select the REPORTS, Standard Reports row.
  3. On the Permissions tab, click Manage Permissions and add the Self-Service group to the Current Permissions pane. This will allow self-service users to access the REPORTS link on their interface.

Next, enable the Self-Service users to access a specific standard report. Consider that you want your Self-Service users to access the Average Response Time Trend for Self-Service Users report. Proceed as follows:

  1. Navigate to MANAGE, ADMINISTRATION, Tools, and click MANAGE> ADMINISTRATION> Tools> Report Configuration.
  2. Select the report from the list.
  3. On the Permissions tab, click Manage Permissions and add the Self-Service group to the Current Permissions pane.