Platform settings
Last updated
Last updated
You can access the platform settings via the seventh button of the navigation bar.
By clicking here, you can access the following interface:
Here you can see seven buttons:
This area allows you to select the AD Groups you’d like to enable for the platform.
Please select the group you’d like to add, a confirmation pop up will appear. Click on Pair to confirm. Click on Cancel to discard this action.
Once you confirm the action, you’ll be able to associate a new Topic to that specific group.
If you want to learn more about Microsoft AD Groups, click here.
This is the second button of the settings area. It allows you to create new topics and associate them to the AD Groups you previously enabled.
If you want to learn how to associate your AD Groups to the portal, click here.
This is the interface you’ll see:
This layout has three points of attention:
Write a Title, which allows you to have a direct reference to the content of the topic itself (we advise you, therefore, to make it as descriptive as possible).
Select one (or more) AD Group, from the ones you previously enabled.
If you want to learn more on how to enable AD Groups, click here.
If you’re happy whit this, always remember to click on Save. If you want to discard, click on Cancel.
The list of all the topics you created. Here the columns are Title, the AD Group(s) the Topic is linked to, Created at (the date and time of the creation).
In addition to this, two icons are visible:
Edit, which opens the Topic update area (to change the title and the AD Group)
Delete, to delete the Topic. Please note that, once you confirm to delete it, it cannot be restored anyhow.
This is the third button of the settings area. It allows you to create new areas and associate them to the topics you previously enabled.
If you want to learn how to create new topics to the portal, click here.
This is the interface you’ll see:
This layout has three points of attention:
Write a Title, which allows you to have a direct reference to the content of the area itself (we advise you, therefore, to make it as descriptive as possible).
Select one (or more) Topic, from the ones you previously created.
If you’re happy whit this, always remember to click on Save. If you want to discard, click on Cancel.
The list of all the areas you created. Here the columns are Title, the Topic(s) the Area is linked to, Created at (the date and time of the creation).
In addition to this, two icons are visible:
Edit, which opens the Area update area (to change the title and the Topic)
Delete, to delete the Area. Please note that, once you confirm to delete it, it cannot be restored anyhow.
This is the fourth button of the settings area. It allows you to create additional Properties, to better fit in with your company structure and needs.
This is the interface you’ll see:
This layout has three points of attention:
Write a Name, which allows you to have a direct reference to the content of the property itself (we advise you, therefore, to make it as descriptive as possible).
Put the Values referring to this new custom property. Here you can add new values (thanks to the “+” button) and remove the existing values (thanks to the bin icon).
If you’re happy whit this, always remember to click on Save. If you want to discard, click on Cancel.
The list of all the properties you created.
In addition to this, two icons are visible:
Edit, which opens the Property update area (to change the name and the Values)
Delete, to delete the Area. Please note that, once you confirm to delete it, it cannot be restored anyhow.
This is the fifth button of the settings area. It allows you to create alerts that are going to be shown on the landing page of the platform.
This is the interface you’ll see:
This layout has three points of attention:
Write a Title, which allows you to have a direct reference to the content of the notice itself (we advise you, therefore, to make it as descriptive as possible).
Put the Description of the notice. This is going to provide users with the details of the update.
Set the timeframe of the notice validation: Visible from and Visible to. This allows you to make the notice visible on the main page in that specific timeframe only.
If you’re happy whit this, always remember to click on Save. If you want to discard, click on Cancel.
The list of all the properties you created. Here you have the Title and the timeframe (Visible from and Visible to).
In addition to this, two icons are visible:
Edit, which opens the Notice update area (to change the name, the description and the timeframe).
Delete, to delete the Notice. Please note that, once you confirm to delete it, it cannot be restored anyhow.
This is the sixth button of the settings area. It allows you to set flows with PowerAutomate for any status of the ticket.
This is the interface you’ll see:
You can create PowerAutomate flows for these steps:
On ticket creating
On ticket created
On ticket updating
On ticket updated
On ticket deleting
On ticket deleted
For any out of these steps, you’ll have a drop-down menu, allowing you to select which flow you’d like to associate with it:
Please note that these flows are not mandatory, as the tool already has its own notification flow. These event receivers are extra steps for you to deeply personalize this flow.
This is the seventh and last button available in this area. This part is the only one visible from everybody accessing the tool, simple users included.
This is the interface you’ll see:
Here you have two possibilities:
Change the language: English or Italian
Change the application theme: dark or light
Once you select your parameters, always remember to click on Save.
AD Groups
Topics
Areas
Custom Properties
Notices
Event Receiver
(General) Settings
Add topic . It allows you to create more and more topics, based on your company structure and needs. Here you’ll see a sidebar where you’ll be asked to
The search bar that allows you to directly type what you’re searching for. The search bar reads the title of the topic.
On the left side of the list, Preview of the topic. If you click on it once, you’ll see a pop up with the title and the AD Group of the Topic. If you double click it, the Topic update area will open.
On the right side of the list, there is a hamburger menu . If you click on it, you’ll see three actions:
Add topic . It allows you to create more and more areas, based on your company structure and needs. Here you’ll see a sidebar where you’ll be asked to
The search bar that allows you to directly type what you’re searching for. The search bar reads the title of the area.
On the left side of the list, Preview of the area. If you click on it once, you’ll see a pop up with the title and the Topic of the Area. If you double click it, the Area update area will open.
On the right side of the list, there is a hamburger menu . If you click on it, you’ll see three actions:
New Property . It allows you to create more and more properties, based on your company structure and needs. Here you’ll see a sidebar where you’ll be asked
The search bar that allows you to directly type what you’re searching for. The search bar reads the title of the property.
On the left side of the list, Preview of the area. If you click on it once, you’ll see a pop up with the title, the last update and the values of the Property.
On the right side of the list, there is a hamburger menu . If you click on it, you’ll see three actions:
Add Notice . It allows you to create more and more notices, to keep your colleagues updated on the latest news about the tool. Here you’ll see a sidebar where you’ll be asked to
The search bar that allows you to directly type what you’re searching for. The search bar reads the title and the description of the notice.
On the left side of the list, Preview of the notice. If you click on it once, you’ll see a pop up with the title and the description of the notice. If you double click it, the Notice update area will open.
On the right side of the list, there is a hamburger menu . If you click on it, you’ll see three actions:
