Adding a Manage Access Link for Users to Request Access

As an Administrator, you’ll need to add a Manage Access link to the Servic Portal menu that usersclick to request access – this is not done automatically via the app installation. Change the application scope to Global, then follow the process described below.

To update the Service Portal Menu:

  1. Use the search filter to search for Service Portal, then select Portals in the left menu.

  2. Click the Service Portal link listed to view its details.

  3. To edit the record, you’ll need to enter the Global application. Click the prompt to do so.

  4. Click the Info icon to the right of the Main menu field and click the Open Record button in the Instance with Menu dialog.

  5. To edit the record, you’ll need to enter the Global application again. Click the prompt to do so.

  6. Locate the New button in the lower Widget section and click it to add a “Manage Access” (or similar) menu item for users to request the access they need.

  7. Add the new menu item as follows:

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    A screenshot of a cell phone

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  8. Click Submit to save your changes and create the “Manage Access” menu item.

    Example of the updated Service Portal menu.