Best Practices for Setting up Internal Request Categories

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Internal categories are helpful when organizations need categories to report items that don't need to be visible to the public, such as office maintenance or IT issues. It is best to mark these categories as Internal and Private with guest reporting turned off. To learn more about Internal and Private categories, please see the Difference Between Internal and Private Request Categories article.

Tips for Creating Internal Categories

  1. Name the category and select the Internal Use checkbox, as this will only allow organization members to report to it. Internal use checkbox.

  2. Select Privatize issues by default, as this hides the request from public viewPrivatize issues by default checkboxes.

  3. Deselect Enable Guest Submissions to avoid getting requests from users who don't have an accountEnable Guest Submissions checkbox unchecked.

  4. After the category has been created, within the Embed section, it is recommended to use the Prompt for Sign-in option, which will ask users to sign in; once organization members have signed in, this will allow them to see internal categories Prompt for Sign-in checkbox.