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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:The New Request Category screen with the Internal Use checkbox highlighted and filled.

  2. Select Privatize issues by default, as this hides the request from public view:The New Request Category screen with the Privatize issues by default checkbox highlighted and filled.

  3. Deselect Enable Guest Submissions to avoid getting requests from users who don't have an account:The New Request Category screen with the Enable Guest Submissions checkbox highlighted and toggled to off.

  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:The Embed Screen with the Prompt for Sign-in checkbox checked.