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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

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You can delegate your Role and responsibility to another user for a specified time period (in your absence or any other scenario where you are unable to perform the selected actions). 

  • Based on the Role you delegate to the user, the user can log Incidents and view them, and log, view, and approve SRs.

To delegate Roles:

  1. On the Quick Action bar, click the DELEGATE icon .
  2. On the USER DELEGATION pop-up page, fill in the required details. For more information about the fields on the USER DELEGATION pop-up page, see Field Description.
  3. Click SUBMIT to save the Role delegation.

    USER DELEGATION pop-up page
    Figure:  USER DELEGATION pop-up page


    Field Description

    The following table describes the fields on the USER DELEGATION pop-up page:

    Field

    Description

    User Name

    Type in the name of the person to whom you want to delegate your Role.

    From Date

    Specify the date from which the user can perform the delegated Role.

    To Date

    Specify the date until which the user can perform the delegated Role.

    Active

    Indicates the status set for the delegated user.

    • If selected, the user will be an active delegated user.
    • If not selected, the user will be an inactive delegated user. The inactive user details are not available under the EDIT DELEGATION section.

    INCIDENT MANAGEMENT

    Roles

    • If you select the Log Incident check box, the delegated user can log Incidents on behalf of you.
    • If you select View Incident check box, the delegated user can view your Incidents.

     SERVICE REQUEST

    Roles

    • If you select the Log Service Request check box, the delegated user can log Service Requests on behalf of you.
    • If you select the Approve Service Request check box, the delegated user can approve Service Requests pending for your approval.
    • If you select View Service Request check box, the delegated user can view your Service Requests.

    CHANGE MANAGEMENT

    Roles

    If you select the Approve check box, the delegated user can approve the change records on behalf of you.

    EDIT DELEGATION

    Click to view the list of users to whom you delegated your Role for Incident Management and Service Request Management. You can also modify the delegated Role by clicking the  icon.

    EDIT CM DELEGATION

    Click to view the list of users to whom you delegated your Role for Change Management. You can also modify the delegated Role by clicking theicon.

    ASSET MANAGEMENT

    Roles

    Select the Roles that you want to delegate to the specified user. Example: If you want to delegate your Roles for Physical Verification to the specified user, select Physical Verification. Your Roles such as Physical Verification Requester, Physical Verification Approver, and so on, are delegated to the specified user.

    EDIT ASSET DELEGATION

    Click to view the list of users to whom you delegated your Role for Asset Management. You can also modify the delegated Role by clicking the icon.

    PROCUREMENT

    Roles

    Select the Roles that you want to delegate to the specified user. Example: If you want to delegate your Roles for approving a Purchase Order to the specified user, select Approve Purchase Order from the Roles multi-selection control.

    Include Inactive Records

    If selected, the inactive records are also displayed in the EDIT PROCUREMENT DELEGATION section.

    EDIT PROCUREMENT DELEGATION

    Click to view the list of users to whom you delegated your Role for Procurement. You can also modify the delegated Role by clicking the icon.

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