Table of Contents

Service Groups

Niamh Ferns Updated by Niamh Ferns

Service Groups Overview

Service groups are a collection of (you guessed it right) service types. Before service groups were introduced, filtering contacts/accounts' service type access was done at the service type level. While this worked, managing access was too granular and specific to the service types.

With the introduction of service groups, it is now easier to understand and apply access filters for service types at three different levels (see: cascading override). Similar to menu groups, service groups enable you to collate service types into groups and apply them at the global, account or contact level.

If applied, service groups will override the default filtering system.

Creating a Service Group

Selecting and Adding Multiple Service Types

Assigning a Service Group to an Account

Service Groups Use Case

You can create a service group for specific accounts. You can also create a collection of service types for specific contact types. For example, you can create groups that are specific to new-hires, HR members, billing, internal IT, and others.

Frequently Asked Questions

"We already have access filters enabled on service types. Will that be overridden by Service Groups?"

Legacy Access filters will remain working together with the service groups you will create, as long as the Default Service Group is empty. Adding service types to the default service group will override any existing legacy access filters on the service type items. Emptying the default Service Group will reinstate existing legacy access filters.

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