[Rt-commit] rt branch, 5.0/document-self-service-dashboard, created. rt-5.0.0-132-gbd18c68240

Dianne Skoll dianne at bestpractical.com
Tue Nov 24 10:25:59 EST 2020


The branch, 5.0/document-self-service-dashboard has been created
        at  bd18c68240ce33fc6007935e0639d76e77498c89 (commit)

- Log -----------------------------------------------------------------
commit bd18c68240ce33fc6007935e0639d76e77498c89
Author: Dianne Skoll <dianne at bestpractical.com>
Date:   Tue Nov 24 10:25:31 2020 -0500

    First pass at documenting self-service dashboard.

diff --git a/docs/self-service-dashboard.pod b/docs/self-service-dashboard.pod
new file mode 100644
index 0000000000..c6349ec82e
--- /dev/null
+++ b/docs/self-service-dashboard.pod
@@ -0,0 +1,36 @@
+=head1 Introduction
+
+RT has a default interface for unprivileged users that lets them
+view their own tickets; this interface is referred to as the Self-Service
+interface.
+
+=head1 Customizing the Self-Service Interface
+
+You can replace the default interface with a custom interface for unprivileged
+users.  To do this, follow these steps:
+
+=over
+
+=item Enable the Self-Service Dashboard
+
+In your RT_SiteConfig.pm file, set C<$SelfServiceUseDashboard> to a true
+value.
+
+=item Set Self-Service Dashboard Options
+
+In RT_SiteConfig.pm, set C<$SelfServicePageComponents> to a list of
+the components allowed on the dashboard (the default list is most
+likely appropriate.)
+
+Finally, if you are going to allow unprivileged users to see articles,
+set C<$SelfServiceArticleClass> to the class of articles they should
+see.  Note that you I<also> have to set permissions on the article
+class for unprivileged users to see articles in that class.
+
+=item Configure the Self-Service Dashboard from the RT Web Interface
+
+In RT, go to Admin > Global > Self-Service Home Page and set up the
+self-service dashboard just as you would any other dashboard.  Click
+"Show" to preview the dashboard and "Content" to continue editing it.
+
+=back

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