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#72B0DE#72B0DEtrueGeneral


Concepts

AdministratorsBasicUsers

InfrastructureTheme Configuration

SSO Configuration

Form Builder

Common Masters

Widgets

Export/Import

Currency

Workflow

Customers

Vendors

AdvancedDiscovery and Monitoring

Documents

Notifications

Compliance

Productivity

Shift Management

Escalations

License

GDPR

Password Management

Reports and Dashboards

Others

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You can view your profile details, such as Name, Location, Customer, Contact Number, and E-mail on the MY PROFILE pop-up page. You can also change your profile picture. The information in this page is as per the user information updated by the Administrator.

To view or update Profile details:

  1. Click the  icon with your profile picture on the top-right corner of the SummitAI application.

    MY DASHBOARD page
    Figure:  MY DASHBOARD page

  2. Anchor
    view your profile
    view your profile
    Click Edit Profile option. The MY PROFILE pop-up page is displayed.

     MY PROFILE pop-up page
    Figure:  MY PROFILE pop-up page

    To view and update the fields in MY PROFILE pop-up page, refer to the following drop-down text:

    Expand
    titleView Address Book

    To add, update or delete contacts in your Address Book, click View Address Book. The ADDRESS BOOK pop-up page is displayed.

    ADDRESS BOOK pop-up page
    Figure: ADDRESS BOOK pop-up page


    To add a contact in your Address Book:

    • In the User Name text box, type the name of the user whom you want to add in your address book and click SUBMIT.
    • Select the IsDefault CC check box to make the user as default CC for every e-mail.
    • Click SUBMIT.

    To update selected user details, click the Editicon.

    To delete selected user details, click the Deleteicon.

    Expand
    titleLeave Notification

    To create and modify notifications for your leaves, click Leave Notification. The LEAVE NOTIFICATION pop-up page is displayed.

    LEAVE NOTIFICATION pop-up page
    Figure:  LEAVE NOTIFICATION pop-up page

    To create a leave detail:

    • Specify the To Date and From Date and type in the leave description in the Leave Description text box.
    • Click SUBMIT.

    To edit selected leave detail:

    • In the Edit column, click the Edit icon . The page is populated with the details of the selected leave.
    • Do the required modification and click SUBMIT.

     To delete selected leave detail, in the Delete column, click the Delete icon .

    Expand
    titleTime Zone

    To select your Time Zone:

    • From the Time Zone menu, select your Time Zone.
    • Click SUBMIT to save the Time Zone setting.

       Time Zone tab
      Figure:  Time Zone tab

    Expand
    titleMy Skills

    To view and update your skills, click My Skills. The MY SKILLS pop-up page is displayed.

    MY SKILLS pop-up page
    Figure: MY SKILLS pop-up page

    To update your skills:

    • From the Competency menu, select the appropriate skills option.
    • Click SUBMIT to save the skills.

    To add another skill:

    • Click ADD ANOTHER SKILL. The ADD SKILLS pop-up page is displayed.

       ADD SKILLS pop-up page
      Figure: ADD SKILLS pop-up page

    • Select the appropriate skill check box and click SUBMIT
    Expand
    titleChange Profile Photo

    To change your profile photo:

    • Click Edit. The Attach your Photo field is displayed.
    • Click the Upload icon  to select a new photo. The size of the photo must not be more than 50px X 50px X 50px and the permitted file formats are gif, jpeg, png, and bmp.
    • Click UPLOAD. The profile picture is updated.

      CHANGE PROFILE PHOTO
      Figure: CHANGE PROFILE PHOTO

    Expand
    titleChange Password

    To change your profile password:

    • Click Change Password tab.
    • In the Old Password text box, type in your old password.
    • In the New Password text box, type in your new password.
    • In the Confirm New Password text box, type in your new password again.
    • Click SUBMIT.

      Change Password tab
      Figure:  Change Password tab

    Expand
    titleSelect Landing Page

    To configure landing page for your profile:

    From the Landing Page list, select the page that you want to set as the home page for your profile, and then click SUBMIT.

    Select Landing Page tab
    Figure:  Select Landing Page tab

    Anchor
    Theme
    Theme

    Expand
    titleSelect Theme

    You can select and apply a theme to change the appearance of the Application. Select a theme from the Theme drop-down list, and then click SUBMIT.

    Note
    titleNote:

    The Select Theme tab is displayed only when the Administrator selects the Enable for end user check box on the APPLICATION SETTINGS page. For more information, see Configuring Application Settings.


    Select Theme tab
    Figure: Select Theme tab

    Expand
    titleUpload Signature

    You can upload your Signature to the application in gif, jpg, jpeg, png or bmp format. Your Signature can be used to perform various actions in the application, such as printing the Purchase Order while procuring an Asset, and so on. To upload your Signature, click the Upload icon, select the Signature image, and then click SUBMIT.

     Upload Signature tab
    Figure:  Upload Signature tab

    Expand
    titleNotification

    Enable E-mail Notification for Incident and SR: If selected, the User receives e-mail notification for any updates on Incidents and Service Requests.

    Enable Web Notification: If selected, the web application User receives push notification on any updates. This feature is compatible with Google Chrome (48.0 or later version) and Mozilla Firefox (44.0 or later version).

    Enable Mobile Notification: If selected, the mobile application User receives push notification on any updates.

    Notification tab
    Figure: Notification tab

    Note
    titleNote:
    • To configure the above features,enable the respective check box on the APPLICATION SETTINGS page. For more information, see Configuring Application Settings.
    • If you have blocked notifications from the browser after logging into the SUMMIT web application, you do not receive any web notification. For example, web notifications can be blocked in Google Chrome from the Site Information or the Settings (Settings > Content Setting > Notifications).
    • If the user does not login to the application for more than 28 days, the browser notification settings expire for the SUMMIT application.
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