For installation and setup instructions, please visit https://docs.cireson.com/articles/self-service-analyst-portal-community

using the portal for HR requests - restricting access and permissions on portal

Mina_SaidiMina_Saidi Customer IT Monkey ✭

Hi All,


Our Human Resource section has asked to be on boarded onto the Cireson Analyst portal and the Self Service Portal as well. I will be having a discussion with the director of HR of how to achieve this but my concerns are mainly around privacy and confidentiality which comes with the nature of work of HR.

Is it possible to restrict "active work" somehow or get all tickets that come in for HR set to a different tab/dashboard that is only visible to HR staff/analysts and HR tickets do not go to the "active work" queue?

has anyone else on boarded HR onto the portal? if so, how did you go about getting it done in terms of access and ensuring privacy?

Thank you

Answers

  • Gerhard_GoossensGerhard_Goossens Customer Advanced IT Monkey ✭✭✭
    You will need to create a queue that groups the work items from HR and another queue for the rest. Then you create a user role for HR that only has access to that queue for HR and scope the other user groups you have to only have access to the queue for the rest of the departments. Keep in mind that queues add extra load to the WF server as the queue access job runs every minute or when a Wi is updated. And as per Microsoft recommendation, you need to use queues sparingly.
  • John_LongJohn_Long Customer Adept IT Monkey ✭✭
    edited April 8
    @Mina_Saidi , our HR team also uses our portal. As Gerhard says, scopes and queues are your friend. Where line manager approvals are needed for HR work items, we use a line manager role with scoped access to specific work items.

    Our permissions refresh cycle got quite long so we simplified into Advanced Operator roles for HR, Internal IT, etc, with scoped access to specific queues.

    As for reporting, we use Power BI for group wide stuff.
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