Environment
Situation
Also a User must have the Process enabled for the Process to show up in the EUP.
Resolution
These various settings will modify the Customer EUP page presentation.
Log into the ZSD System as an Admin to make these changes.
To Test the changes Log into the Customer Portal in another Browser Tab.
After each saved change do a Hard Refresh the Browser (Ctrl+F5).
DEFAULT TAB: Set the Default Customer EUP page:
[Setup] > Setup > Privileges > Customer (Tab) | Customers | Default Tab (Drop Down)
STORE: Enable/Disable the "STORE" Selection in the Customer EUP
[Setup] > Setup > Privileges > System (Tab) | Store Settings | Store Customer Enable = Yes/No
Save the changes
REQUESTS: Control If Customers Can Place REQUESTS in the Customer EUP (Service Requests/Incidents)
[Setup] > Setup > Privileges > Customer (Tab) | Customers | Incidents (Drop-Down)
[Setup] > Setup > Privileges > Customer (Tab) | Customers | Service Requests (Drop-Down)
Save the changes
Solution: Configure ZSD ZENworks Integration and have some workflows to automate deployment of enterprise or non-licensed ZCM bundles.
Make the Store the Default Customer EUP page and disable the other selections except for the Store.
[Setup] > Setup > Privileges > Customer (Tab) | Customers | Show Services = Yes/No
This will make the Services enabled/disabled on the Customer EUP.
There are other settings for using the "Services" functionality, refer to the documentation.
[Setup] > Setup > Privileges > Customer (Tab) | Customers | Items (Drop-Down)
SELF HELP: Disable the "SELF HELP" Selection from the Customer EUP
[Setup] > Setup > Customize > Customer Portal (Tab) > CSS (Tab)
Go to the bottom of the page and paste the following code:
/*For Disabling the Self-Help Link from Menu bar*/
#zsd_selfhelp {
display: none !important;
}
Save the changes
Additional Information
Take a backup/snapshot of the files, system and database before any customization is done.
Referenced in the ZSD Customization Cookbook - TID 7025033