Manage Tabs enables you to create web tabs and manage their visibility and the built-in modules in the navigation menu. Using web tabs, you can access frequently used web pages directly from ServiceDesk Plus.
These web tabs can include company-wide announcements, internal collaboration tools, commonly used web applications, and more.
You can reorder, show, and hide web tabs from technicians and allow them to do the same for their profile.
Quick Links
Personalize web tab visibility
Role Required: SDAdmin
To access Manage Tabs, go to Admin > General Settings > UI Customization > Manage Tabs.
To add a new web tab,
Click + New.
On the slideout, enter the following details:
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Fields |
Configuration |
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Name * |
Give the web tab a name. |
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Choose one of the following sources: |
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URL |
Web Address: Specify the URL of an existing web page. Choose any one: Same Tab: To open the web tab within the instance. New Tab: To open the web tab as a new tab in your browser. |
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HTML |
Use the rich text editor to draft context-rich content to be displayed in the web tab. |
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File |
Upload the HTML or HTM file containing HTML script of the web tab. Maximum size: 10MB. |
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Visibility: Choose any one to define technicians' access to the web tab. |
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Private |
Only you can access the web tab. |
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Public |
All technicians can access the web tab. |
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Shared |
Only specific technicians can access the web tab. You can select technicians from Technician, Technician Roles, Support Groups, and Organizational Roles. |
Click Add. The web tab will be added under Navigation Tabs.
You can access the web tab from the navigation menu.
Under Navigation Tabs, you can perform the following:
Drag and drop a module/web tab to rearrange its position in the navigation menu. This setting will apply to all technicians.
Click Reset to restore default settings.
From the All Tabs drop-down, choose All WebTabs to filter out web tabs only.
Hover over a module/web tab and use the following icons to manage it:
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Icons |
Description |
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Click the icon to hide the module/web tab from the navigation menu. The hidden modules/web tabs can be shown again by clicking |
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Web tab-only |
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Edit |
Click the icon to edit the web tab. |
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Delete |
Click the icon to delete the web tab permanently. |
Enable Allow technicians to personalize tabs to allow technicians to override the module/web tab position settings under Navigation Tabs. However, the changes will be applied only to their profile.
To personalize the module/web tab visibility, click User Profile > Manage Tabs.
You can access web tabs from the navigation menu, similar to built-in modules.
Following are some of the use cases where Manage Tabs can be applied.
Scenario
Let's say your help desk tool is upgraded with new features, bug fixes, and security enhancements. Before applying the upgrade, technicians want to understand what changes the new version brings and decide if the upgrade aligns with their business needs.
Action
In Manage Tabs, you can create a web tab by adding the URL of the help desk's What’s New page as the source. This allows technicians to understand such behavior changes and enhancements directly from their help desk instance without switching between browser tabs.
Scenario
Technicians often need quick access to important information like escalation procedures, module-specific best practices, and company policies. Having this information handy can help them quickly apply standard fixes and decide if escalation is needed.
This helps keep processes consistent, reduces errors, and enables technicians to find what they need without switching between tools or searching multiple systems.
Action
Using Manage Tabs, you can enable technicians to access such information without leaving the help desk portal.
Select HTML as the web tab source and use the rich text editor to create the content to be displayed in the web tab. For more advanced customization, you can use the Edit HTML icon 
in the editor toolbar to add HTML scripts as needed.
Scenario
Help desk technicians need efficient communication regarding ticket updates while managing IT issues. Accessing an internal web-based messaging tool within the IT Service Management (ITSM) portal allows them to discuss and collaborate on tickets in real-time.
Action
Using Manage Tabs, you can add the messaging tool’s URL as a web tab. This allows technicians to quickly check their ticket updates without leaving the portal, providing a unified workspace that brings all their key tools together in one place.
Precondition: The domain name of the application must be verified from ServiceDesk Plus end.
. You cannot hide the Home page.
