Self service portal

The Portal is your company’s self‑service home for internal resources. Employees can submit and track requests, find apps, browse the directory, and read knowledge—everything in one place. Admins brand and control access from Settings.

Accessing the Portal

  • URL: yourcompany.siit.io

  • Sign‑in: Microsoft 365 or Google or SAML (same identity you configured in Siit)

  • Entry points: link from Slack/Teams, Web, or Admin console

What employees see

My Requests

  • Request history, Followed requests, Pending approvals, AI conversations (if enabled)

  • Search, filter by status, sort by date

  • Open a request to reply, attach files, or add participants

Services Catalog

  • Browse categories (IT, HR, Finance, etc.) and open a service form to submit a request

  • Visibility honors service audience rules set by admins

App Library

  • Find company tools by category, search, and mark favorites

Directory

  • Search colleagues; see title, department, manager, and location

Knowledge Base

  • Search and browse articles; open guides directly from results

Create and manage a request

+ Create

  • Click Create a request (top right) or open a service from the Services Catalog

  • Fill the form, attach files, submit

Track and act

  • My Requests shows status for open/closed items and those you follow

  • Reply to agents, add info, upload attachments

  • Approvals assigned to you appear under Pending approvals—Approve/Reject in one click

AI in the Portal (Pro plan)

If enabled, employees can:

  • Ask questions in the search bar or AI conversations tab and get instant answers from your knowledge

  • Turn an AI exchange into a tracked request when human help is needed

Admins control availability and guardrails in Settings → Portal → AI

Admin setup

  1. Settings → Portal

  • Settings: Portal name, domain, logo, and cover image; Set live when ready

  • Navigation: show/hide and reorder My Requests, Services, App Library, Directory, Knowledge

  • AI: toggle AI assistant and configure sources/permissions

  • Survey: enable CSAT after resolution

  • Audience: choose who can access the Portal (all employees or specific groups)

  1. Publish content

  • Services: configure forms, routing, SLAs, and audience; mark visible in Portal

  • Knowledge: create categories and articles; set visibility

  • App Library: organize apps by category and ownership

What to expect

  • A single, branded destination for help

  • Fewer back‑and‑forths thanks to service forms and knowledge suggestions

  • Consistent tracking: requests created in the Portal sync with Slack/Teams conversations and the Siit inbox

Best practices

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