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Efecte Self-Service Admin Manual

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  • Service Management
    Matrix42 Professional Solution Matrix42 Core Solution Enterprise Service Management Matrix42 Intelligence
  • Identity Governance and Administration (IGA)
    IGA overview IGA solution library
  • Platform
    ESM ESS2 ESS Efecte Chat for Service Management Integrations Add-ons
  • Release Notes for M42 Professional, IGA, Conversational AI
    2026.1 2025.3 2025.2 2025.1 2024.2 2024.1 2023.4 2023.3 2023.2 2023.1 2022.4 2022.3 Release Information and Policies
  • Other Material
    Terms & Documentation Guidelines Accessibility Statements
  • Services
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    • Service Management

    • Identity Governance and Administration (IGA)

    • Platform

    • Release Notes for M42 Professional, IGA, Conversational AI

    • Other Material

    • Services

Efecte Self-Service Admin Manual

  • Introduction to Efecte Self-Service Portal

Introduction
  • Introduction to ESS

Overview
  • General Overview of ESS
  • Service Offerings in ESS
  • Service Items in ESS
  • Guided Offerings in ESS
  • Issue Management in ESS
  • Support Channels in ESS
  • ESS Integrations With Other IT Systems

Maintaining ESS
  • Logging in and Creating Support Channels in ESS
  • External Data Fields in ESS
  • Managing Offerings in ESS
  • Managing Service Items
  • Service Categorization in ESS
  • Defining Approval Flows
  • Defining Approval Mail Templates
  • Reporting Incidents
  • Inputting More Details with Additional Fields and Categories in ESS

Feedback Management
  • Designing the Feedback Form in ESS

Organization Customization
  • Managing Services in a Multi-site Environment in ESS
  • Role Specific Views and Administrative Roles
  • Managing Services in a Multi-Language Environment

Setting Up New Tenant & Catalogue Management
  • Creating a Tenant in ESS (Local On-Premise Installation)
  • User Interface Customizations in ESS
  • Other Tenant Specific Settings in ESS
  • Exporting and Importing Existing Catalog in ESS
  • Exporting and Importing Support Domains in ESS
  • Whistleblower in ESS

EIM Connector Features
  • Mailing Lists via EIM Connector in ESS
  • Approval Delegation via EIM in ESS
  • Password Reset Automation via EIM in ESS

Best Practises for Designing ESS
  • Recommendations for Designing Services in ESS
  • Strategies for Introducing Efecte Self-Service to Users
  • Tips for Ongoing Service Improvement with ESS

Popular Articles

  1. Secure Access
  2. Matrix42 Core
  3. Secure Access - Customer instructions for Entra ID configuration SAML
  4. List of ESS documentation
  5. Configure: ESA SAML Authentication
  6. Matrix42 IGA documentation for customers and partners
  7. Configure: ESA Entra ID SSO using OpenID Connect (OIDC)
  8. REST API Overview
  9. Efecte Service Management 2022.4.0 release notes

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