User criteria for Service Portal

Configure user experiences > Configure UIs and portals > <a class="link" href="https://docs.servicenow.com/bundle/washingtondc-platform-user-interface/page/build/service-portal/concept/c_ServicePortal.html" title="Service Portal allows you to build a mobile-friendly self-service portal experience for your employees or customers. Service Portal is a ServiceNow AI Platform feature that is active by default and interacts with parts of the platform so users can access platform features through portals.">Service Portal >

User criteria enables you to allow access to users based on role, department, group, location, or company. Administrators can control access to pages, widgets, widget instances, announcements, and search sources in a portal by creating and applying user criteria.

User criteria records define conditions that are evaluated against user records. When user criteria is defined, portal records are only visible to users who pass the defined conditions.

User criteria is a platform feature used in Service Portal . Learn more about user criteria in the ServiceNow AI Platform :

Service Catalog: Set security for items and categories . Knowledge management: Control access at the knowledge base level through user criteria .

Important: After making user criteria additions or changes, you may need to log out and log back in to clear the prior configuration.

Converting role-based permissions to user criteria records User criteria in Service Portal replaces role-based permissions. After activating the user criteria for Service Portal plugin, you must Set the user criteria for Service Portal system property to true . When the system property is set to true, any existing roles defined for a page, widget, or search source are automatically converted into user criteria records. To disable user criteria and continue using role-based permissions, set the system property to false .

User criteria checks User criteria uses the following checks in Service Portal to verify user access.

Page access user criteria The following diagram shows how the system decides whether a user can access a page based on user criteria.

Widget access user criteria The following diagram shows how the system determines whether a user has access to a particular widget or widget instance.

Activate the user criteria for Service Portal plugin You can activate the Service Portal User Criteria Support plugin (com.glide.service-portal.user-criteria) if you have the admin role. Set the user criteria for Service Portal system property After activating the Service Portal User Criteria Support plugin, you must set the system property to true. Create a user criteria record for Service Portal Create a user criteria record to apply to items in Service Portal and control user access to pages, widgets, widget instances, and search sources. Apply user criteria to a page, widget, or widget instance Assign user criteria to pages, widgets, or widget instances to limit user access to content in a portal. Apply user criteria to a search source Assign user criteria to search sources to limit user access to content in a portal.

Parent Topic: Managing portal access