Requester Groups allow admins to segment end users and restrict visibility across the portal. Whether you’re supporting different teams, sites, or roles, Requester Groups ensure your users don’t get lost in irrelevant forms or information.
Creating Requester Groups
Go to Settings > Roles & Permissions > Requester Groups
2. Click + Create in the top right
3. Give the group a Name and an optional Description
4. Choose how you want to build the group:
Add members manually:
Click the Manually tab
Now add requesters by clicking on the Add Requester button on the right side.
Use the search bar to find and select individual requesters by name or email
Create based on conditions:
Click the Condition Based tab
Define rules using attributes like Site, Department, Designation, or Custom Fields
Choose whether to match All or Any of the conditions
Preview the matching requesters in real time
💡SuperTip: You can’t mix manual selection and condition-based rules in the same group.
5. Click Save to create the group
Editing or Deleting a Group
To edit a group, click on it from the Requester Groups list. You can change the name, description, and members or conditions.
To delete a group, click the delete icon. You’ll be warned that this will remove visibility restrictions on any associated forms or items.
📝Note: Once deleted, the group will be unlinked from all mapped modules automatically.
Mapping Requester Groups to Ticket Forms
To restrict form visibility based on requester group:
1. Go to Settings > Under Advanced Configurations, click on Templates
2. Under the tickets tab, create or edit a ticket form
3. In the Requester visibility section, you can choose Specific Requester Group
4. Click the Add Requester Group button and select the relevant group(s) from the dropdown
5. Save the form
📝Note: Only members of the selected groups will see the form in their Service Portal.