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titleGeneral

About SummitAI IT Management Suite

Signing In

Describing the User Interface

Alerts and Approvals

Viewing and Updating Your Profile Details

Global Search

Personalizing Pages

Forgot Password

Logging Out

Delegating Role

Signing In As Another User

Switching Tenant

Searching Users

Help File Conventions

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titleConcepts

Document Repository

Global Tenant

Multi-tenancy

Concurrent License Allocation

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titleAdministrators
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titleBasic
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titleUsers

Adding Users

Viewing User List

Configuring Role Templates

Role Template Menu Configuration_GM

Role Template Other Configuration

Configuring Custom Tabs

Resigned Approver List

Viewing Switch User List

Configuring Switch User

Importing User Details Using Excel

Importing User Details from DB

Importing Active Directory User Details

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titleInfrastructure
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titleTheme Configuration

Configuring Themes

Previewing and Editing Themes

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titleSSO Configuration

SSO Configuration Wizard

SSO Configurations: Forms

SSO Configuration : SAML

SSO Configuration: OAuth

SSO Configurations: Proxy

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titleForm Builder

Form Builder

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users

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titleCommon Masters

Configuring Common Master Types

Configuring Common Masters

Configuring Geographic Location

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titleWidgets

Configuring Widgets

Configuring Widget Tabs

Configuring Widget Reports

Configuring Widget Report Access

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titleExport/Import

Importing Configurations by Template

Exporting Configurations by File

Importing Configurations by File

Configuring Tenant

Configuring Dashboards

Configuring Domain

Configuring Application Settings

Importing Master Template

Configuring Analysts

Mapping Language Translation

Configuring Workgroups

Report Builder

Configuring Custom Scheduler

Archiving Data

Configuring Periodic Survey

Configuring Simple Mail Transfer Protocol

Configuring Web Services

External Web Service Mapping

Proxy View Admin

Viewing Proxy Server Details

Configuring VLAN

Mapping VLAN to Proxy

Configuring Digital Signature

Configuring ServiceNow

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titleWorkflow

Configuring SR Approval Workflow

Configuring CR Approval Workflow

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titleCustomers

Adding Customers

Viewing Customer List

Configuring Customer SLA Matrix

Configuring Custom Tabs for Customers

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titleVendors

Adding Vendors

Viewing Vendor List

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titleAdvanced
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titleDiscovery and Monitoring

Configuring Vendor MIBs

Discovery Configuration

Configuring Monitoring Accounts

Configuring Scripts

Configuring Scripts Based Monitoring

Configuring SNMP MIB

Configuring SNMP Based Monitoring

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titleDocuments

Configuring Standard Operating Procedures

Viewing Documents

Uploading Documents

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titleNotifications

E-mail Parsing

Configuring Mailbox

Configuring Templates for Free-Form E-Mail Type

Configuring Templates for Line E-mail Type

Configuring Notification Parser

Configuring Notification Templates

Configuring SMS Gateway

Configuring Voice Call Gateway

Configuring Bulletins

Configuring Alerts

Adding Master Configuration

Configuring Conference Call

Configuring Push Notifications

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titleCompliance

Configuring Compliance Profiles

Allocating Compliance Profiles

Agent Contact Information

Viewing Modifying Profile Configuration

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titleProductivity

Configuring Skills

Configuring Skill Category

Configuring Core Competency

Adding Holidays

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titleShift Management

Configuring Shifts

Allocating Shifts

Viewing Shift Roster

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titleEscalations

Configuring Auto Escalations

Configuring Manual Escalations

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titleLicense

License Usage

License Acceptance

License Monitoring

Allocating Concurrent License

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titleGDPR

GDPR

Configuring GDPR

Guide Me

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titlePassword Management

Password Management

Configuring Administrator

Configuring Security Questions

Mapping Security Questions

Configuring Keyword Message

Managing User Account

Configuring Password Expiry

Password E-mail Audit Log

Creating AD Property

User Registration Details Report

Status Details Report

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titleReports and Dashboards

Viewing Reports

Creating New Reports_Gen

Creating New Dashboards

Creating New Advanced Reports

Discovery Scan Error Report

Summit Audit Log for Login Accounts

SUMMIT Configuration Audit Report

Survey Report

License Trend Report

GDPR Status Report

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titleOthers

Tenant Department Customer

Configuring Auto Escalation for Incident By SLA

Configuring Auto Escalation for Incident By Time

Configuring Auto Escalation for SR by Time

Configuring Auto Escalation for SR by SLA

Configuring Mailbox

Proxy View

Configuring Vendor MIBs

Summit Audit Log for Login Accounts

Scripting


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On the ACCOUNT MANAGEMENT page, you can reset password, unlock account and update user details.

To manage user account:

  1. Select Admin > Advanced > Password Management > Manage User Account.
  2. On the ACCOUNT MANAGEMENT page, specify the Domain and Login Name. Click on the respective icon to Reset Password, Unlock Account, and Update User Details. For more information about the fields on the ACCOUNT MANAGEMENT page see, Field Description.
  3. Click SUBMIT.

    ACCOUNT MANAGEMENT page
    Figure: ACCOUNT MANAGEMENT page

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Field Description
Field Description
Field Description

The following section describes the icons on the ACCOUNT MANAGEMENT page.

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titleReset Password

To reset password:

  1. On the ACCOUNT MANAGEMENT page, click the Reset Password icon.
  2. Select the Verification Type and click RESET.

    Note
    titleNote:

    You can select Question and Answer or One Time Password to reset the password. See screen shot. 

    RESET PASSWORD section of ACCOUNT MANAGEMENT page
    Figure: RESET PASSWORD section of ACCOUNT MANAGEMENT page

    • I want to use Question and Answer to RESET Password: If selected, the application redirects you to answer the security questions and reset the password. if the question and answer is not configured for the User, an error message will be displayed. To know more about the configuring Security Questions and Answers, see Configuring Security Questions.
    • I want to use One Time Password (OTP) to RESET Password: If selected, the application redirects you to enter the verification code that you have received in your registered mobile number. If you have not received the verification code or the received verification code is expired, click RESEND OTP. If the mobile number of the User is not updated, the OPT option becomes unavailable for the User.
  3. Enter the new password in the format as defined in the password policy.

    Note
    titleNote:
    • If you exceed the number of attempts to answer the security question, the account gets temporarily locked.
    • If the Inform field is configured as Self on the SECURITY QUESTION MAPPING page, you will be redirected to the next screen to reset the password. If not, the password will be sent to your manager through e-mail. For more information on the SECURITY QUESTION MAPPING page, see Mapping Security Questions.
  4. Click RESET PASSWORD.

    RESET PASSWORD page
    Figure: RESET PASSWORD page

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titleUnlock Account

If the account is locked because of multiple wrong entries of password then the user can unlock the account through this option.

To unlock account:

  1. On the ACCOUNT MANAGEMENT page, click the UNLOCK ACCOUNT icon.
  2. Select the Verification Type and click UNLOCK.

    Note
    titleNote:

    You can select Question and Answer or One Time Password to unlock the account.

    Unlock Account
    Figure: Unlock Account

    • I want to use Question and Answer to UNLOCK ACCOUNT: If selected, the application redirects you to answer the security questions and unlock the account. If the question and answer is not configured for the User, an error message will be displayed. To know more about the configuring Security Questions and Answers, see Configuring Security Questions.
    • I want to use One Time Password (OTP) to UNLOCK ACCOUNT: If selected, the application redirects you to enter the verification code that you have received in your registered mobile number. If you do not receive the verification code or wrongly entered, click RESEND OTP. If you have not received the verification code or the received verification code is expired, click RESEND OTP. If the mobile number of the User is not updated, the OPT option becomes unavailable for the User.
  3. Enter the new password in the format as defined in the password policy.
  4. Enter the verification code, if CAPTCHA is enabled.
  5. Click UNLOCK.

    UNLOCK ACCOUNT
    Figure: UNLOCK ACCOUNT
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titleUpdate User Details

The user can update security questions and AD details using the Update User Details and update security questions.

To update user details:

  1. On the ACCOUNT MANAGEMENT page, click the UPDATE USER DETAILS icon.
  2. On the UPDATE USER DETAILS page, user’s name and login name are displayed

    UPDATE USER DETAILS
    Figure: UPDATE USER DETAILS

  3. Specify the password for the login name.
  4. Click UPDATE USER DETAILS .
  5. On the UPDATE USER DETAILS page, specify the AD Properties such as Mobile Number, City and State.
  6. Click UPDATE.

    UPDATE USER DETAILS page
    Figure: UPDATE USER DETAILS page 

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titleUpdating Security Questions

On the UPDATE USER DETAILS page, you can update security questions. If the user wants to add any security questions apart from the configured questions set by the administrator then, user can select update question answer.

Based on the configuration, the user can view combination of both configured questions by the administrator as well as the configured questions by the user.

To update security questions:

  1. On the ACCOUNT MANAGEMENT page, click the UPDATE USER DETAILS icon.
  2. On the UPDATE USER DETAILS page, user’s name and login name are displayed.

    UPDATE USER DETAILS page
    Figure: UPDATE USER DETAILS page
  3. Type in the password.
  4. Click UPDATE QUESTION ANSWERUPDATE USER DETAILS section is displayed.

    UPDATE USER DETAILS Section
    Figure: UPDATE USER DETAILS Section
  5. If you want to add a new User Details, type in the question in the Question field, Answer Type, and answer in the Answer field.
  6. Click UPDATE.
  7. If you want to edit the existing question, click the Edit icon against the question you want to edit.

    Note
    titleNote:

    You can click the Eye icon next to the Answer in the grid to view the answer present in the grid. Click again to hide the Answer.

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titleMaster Reset

You can reset password of other employees and unlock password of other employees using Master Reset/Unlock icon. This icon is displayed only for administrators with Keyword Access.

To reset user's password:

  1. On the ACCOUNT MANAGEMENT page, click the MASTER RESET /UNLOCK icon.
  2. On the MASTER RESET /UNLOCK page,  name and login name are displayed.


    Figure: MASTER RESET/UNLOCK page

  3. Specify the password and click NEXT.
  4. On the MASTER RESET /UNLOCK page, select the keyword as Master Reset.
  5. Specify the user's login name and new password.
  6. Click SUBMIT.

    MASTER RESET page
    Figure: MASTER RESET page
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titleMaster Unlock

You can unlock password of other employees using Master Reset/Unlock icon. This icon is displayed only for administrators with Keyword Access.

To unlock user's password:

  1. On the ACCOUNT MANAGEMENT page, click the MASTER RESET /UNLOCK icon.
  2. On the MASTER RESET /UNLOCK page, name and login name are displayed.

    MASTER UNLOCK page
    Figure: MASTER UNLOCK page

  3. Specify the password and click NEXT.
  4. On the MASTER RESET /UNLOCK page, select the keyword as Master Unlock.
  5. Specify the user's login name.
  6. Click SUBMIT.
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