 While is used to define which Table(s) and Field(s) users can see and/or edit, this capability is used restrict visibility to subset of records within a Table.  For example, if a subset of users is only allowed to view Incidents that they raised or raised for them, the following need to be configured A role (or can use an existing Role if it fits your broader security model) Permission(s) to allow Read access to the Incident table for the Role in step 1 above Table record restriction to restrict access to Incidents raised by or raised for currently logged on user, if the user has the Role in step 1 above Role assignment to the User(s) that need to get such restriction (can be done via Group membership too) Whenever a query is performed on a Table, and this includes viewing a record directly via a link, the platform checks if there is any Table record restriction defined for the Table If there is, the Query script defined in a Table record restriction will run.

Table record restriction

 Groups within Servicely provide the ability to logically group people in the same container, whilst providing them roles automatically based on being held within a group.

Groups

 Within Servicely the way to restrict certain information is largely done through referencing a user's set of roles or lack there of.  Roles provide the ability to allow, restrict and logically separate visibility and access of records to users.

Platform Roles

 When configuring the underlying security of the platform, the use of permissions is heavily used.  It allows you to restrict visibility and access to records, fields and workflow transitions based on a combination of a user's role and condition of the permission.

Permissions

 The security model was set up in a way that ensures that the platform is not necessarily focused on one business area.  What this means is that service management platforms are commonly set up and focused on IT side of the business, by having roles or otherwise require some role related to the platform's ITSM suite.

Base Platform roles

 This page outlines options and recommendations on settings that can be used within the Servicely application to customise the security configuration to meet individual company requirements.

Enhanced Security Properties

Reverse Proxy

Authentication & Authorization

Out of the Box - Available without modifications from a fresh install of Servicely

OOTB

CMDB

Servicely Docs

Servicely product documentation including out-of-box configuration

What is IT Service Management?

Ticket management

ITSM Request management

Incident management

Problem management

Change Management

ITSM Processes

ITSM Roles

IT Service Management

Business Applications Overview

What is Enterprise Interactions?

Interaction fields and their behaviour

Additional security and restrictions

Interaction specific roles

Enterprise Interactions

HR Case Fields and their behaviour

HR Case Management - Workflow

Other fields hidden from form and un-used

HR Case automation and functionality

HR Permissions & Roles

Human Resources

Business Applications

Bundles

Question sets

Catalog Categories

Catalog Items

Questions

Reference Filter

Catalog

SOFI - Service Agent Assistant

AI Prompt - Single shot LLM Classification/Prompting

Intelligent Routing

Intelligent Automation

Kanban

Announcements

Knowledge base fields and their behaviour

Knowledge fields and their behaviour

Approval within Knowledge

Knowledge Table Schema

Knowledge specific roles

Knowledge Management

Reports

Dashboards

Scheduled reports

Template Reports

Reports and Dashboards

Survey

Enhanced Template

Templates

Time Cards

Servicely Capability

Instance Cloning

Application Properties

What is an Application?

Miscellaneous Application Properties

Application Administration

Change Sets

Data Import & Transformation

Conversation Application (Beta)

Email processing and management

Messaging & Notifications

IP Filtering

Networking

Permissions & Security

Reference Qualifiers

Aggregation API

DateTime API

Job API

Journal API

Logger API

Money API (BigDecimal)

Provisioning Scripts

Script Libraries

Table API (Client)

Table API (Server)

Trigger

UI Event

User Object (Client and Server)

Running Server Scripts

Workflow API

Other API / Javascript Scripts

TableChecks

Scripting

System fields and their behaviour

System Event Definition

Timezone Management

User Impersonation

Two Factor Authentication (2FA)

Single Sign-on - SAML 2.0

User and Group Provisioning

User access and provisioning

Servicely Administration

Table operation

Aspects & Views

Branding

Checklist Templates

Choices & Choice Lists

Classifications

Custom Related Lists

Table and Field Properties

Form Layouts

Full Text Search

List Layouts

Localisation

Platform Password reset

Query Functions

Record Generation

Reclassification Field Map

Reminder Generation

System Table Cleanup

Schedule

Service Level Management (SLM)

Table Numbering

Workflow

Servicely Configuration

SOFI on Microsoft Teams

Microsoft Teams Notification Setup

Microsoft Teams Group Chat Setup

Microsoft Teams

Adding a new CMDB Class/Table

CMDB Permissions & Roles

Configuration Management Database - CMDB

Inbound Authentication for Integrations

Power BI Integration

GET Request - Retrieving records

DELETE request - Deleting records

PATCH Request - Updating existing records

POST Request - Creating new records

PUT Request - Replacing content of existing records

JSON REST API

Microsoft Intune CMDB Integration

Node-RED Authentication

Node-RED

Managed - OAuth2

Managed - HMAC Body (Servicely compatible)

Managed - Bearer token

Managed - Basic Authentication

Outbound Authentication for Integrations

Outbound HTTP Requests (Scripted)

System Controllers

Foundation Data & Integrations

Creating a new Catalog Item

Upgrade FAQs & Best Practice

Guides

Version 1.10.0

Version 1.7.0

Version 1.8.0

Version 1.9.0

Release Notes