Customizing the End-User Self Service interface

To customize the End-User Self Service interface to use with Deploy, Patch, or Engage on Windows endpoints, create additional End-User Notifications configurations. Each configuration defines settings, rules, or parameters that apply to one or more computer groups.

If you use End-User Self Service for both Deploy, Patch, or Engage deployments, only one End-User Self Service application is distributed to each endpoint.

Create a configuration

1. From the End-User Notifications menu, click Configurations and then click Create Configuration.
2. Provide a name and optional description.

3. Select targeting options. You can only select computer groups to which you have management rights.

   Only one configuration can apply to an endpoint.

4. Configure the application details.
   1. Specify a name for the application shortcut on endpoints.
   2. Specify a URL or email address where users can find support.
   3. Upload a logo file to display in the self-service dashboard on endpoints.
   4. Upload an icon file that will be used for the application shortcut on endpoints.
5. (Optional) Select Enable End-User Self Service.
   1. Provide a header title and welcome message to display in the self-service dashboard on endpoints.
   2. Select installation options.
6. (Optional) Select Enable Additional Languages.
   1. Select a language and provide a translated application name, header title, and welcome message.
   2. (Optional) Click Add Language to add more languages.

   By default, the Self Service Client application displays content in the system language on the endpoints. If you enable additional languages, the user can select other languages to display.

7. Click Submit.

After you customize the End-User Self Service interface, complete the following applicable tasks:

• Create a self service profile in Deploy. For more information, see Tanium Deploy User Guide: Using the Self Service Client application.

• Create a self service deployment in Patch. For more information, see Tanium Patch User Guide: Managing End-User Self Service.

Prioritize configurations

If you have more than one configuration, you can prioritize them. Endpoints targeted with more than one configuration use the settings from the highest priority configuration.

1. From the End-User Notifications menu, click Configurations and then click Prioritize.
2. Drag and drop a configuration to reprioritize it. End-User Notifications automatically adjusts the priority numbers for the other configurations and reorders the list by priority.
3. Click Confirm.

View, edit, or delete configurations

To view configurations, click Configurations from the End-User Notifications menu. You can also view them from the Configurations section of the End-User Notifications Home page.

To edit a configuration, click the name of the configuration.

To delete a configuration, select a configuration and click Delete.