Customizing your end-user portal's UI enhances customer satisfaction. Avoid frustrating users with irrelevant options by tailoring the Service Catalog in Freshservice. For example, designers see Photoshop, while operations personnel don't. Each workspace manages its services, with categories and items arranged as needed.


Click here to understand how to configure the service catalog. Every workspace can maintain its own list of service items. The order of workspace service categories displayed in the support portal follows the order in which workspaces are created. The order of service categories and items within a workspace can be configured at a workspace level. 


Customizing the Service Catalog based on the users’ 'Department' and 'Job Title' involves doing 3 things

 

Step 1: Specify the Department and the Job Title for the User (Requester).

  • In Admin, under User Management,  select Requesters. If your account has more than one workspace, navigate to Admin > {Worskpace Name} > User Management > Requesters
  • Hover over the Requester for whom you want to add the details and click on the Editbutton.




  • Add the Department/Job title and click on Update.



Note: You can add more departments under Admin > User Management > Departments section


 

Step 2: Create a User Group and specify the Departments/Job Titles it should include.

  • Go back to the Admin console and click on Requester Groups under User Management
  • Select Requester Group to view or edit your existing groups
  • Click Create New and select Requester Groupto create new groups in your service desk 




  • Type a Name and Description for the group
  • Select a method to add the members. You can either manually add members to the group or define rules for adding them. 
  • Once you have selected the Members, click Saveto create the group 



 

Step 3: Specify the User Groups a given Service will be made available.

  • Navigate to the Admin > Service management 
  • Click on the Service you wish to edit 



  • Under the Service item settings section, click on the Agent Visibility dropbox and select Agent Groups
  • Specify the groups the service needs to be available for and then click Save



As you scale up, all new Requesters will be added to the relevant groups automatically based on their ‘Department’ and ‘Job Title’.


Note: User groups can be created based on the location, language, time zone, reporting manager and other dropdown fields of a user. For example, If a certain service item such as Arabic keyboard is available only to people whose language is Arabic and are located in Dubai, such a setup can be easily achieved with requester group created with the location as Dubai and language as Arabic.