Versions Compared

Old Version 18

changes.mady.by.user Chilukuri Srinivasa Reddy

Saved on

compared with

New Version 19

changes.mady.by.user Chilukuri Srinivasa Reddy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Published by Scroll Versions from space WSPlat and version Sierra
Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue
#F0F0F0#F0F0F0

truetruetruetrue

You can add Users and give them access to the SummitAI application. You can provide general details about the Users and also assign Role Templates to them. The Role Templates define the menu and submenu access, access to specific Tenants, and so on. Each User should be mapped to a Domain, and the Tenant to which they need access should also be mapped to the same Domain. For more information, about Role Templates, see Configuring Role Templates.


Widget Connector
width480
urlhttps://www.youtube.com/watch?v=XI3rWW4mKvU

Widget Connector
width480
urlhttps://www.youtube.com/watch?v=ZZ_H1QroGO8&list=PL1GxJ6TO-GXAeKeEfvp7HNqSi67AXT0Aj&index=5

Widget Connector
width480
urlhttps://www.youtube.com/watch?v=9i9XPlsPe3A&list=PL1GxJ6TO-GXAeKeEfvp7HNqSi67AXT0Aj&index=7

Widget Connector
width480
urlhttps://www.youtube.com/watch?v=XTjj1ZO0TKI&list=PL1GxJ6TO-GXAeKeEfvp7HNqSi67AXT0Aj&index=10

To add new Users:

  1. Select Admin > Basic > Users > User List. The USER LIST page is displayed.


    Figure: USER LIST page

  2. On the USER LIST page, on the ACTIONS panel, click Filters and specify the Domain and other filter criteria, and then click ADD NEW.  The NEW USER page is displayed.


    Figure: NEW USER page

  3. On the NEW USER page, on the left section, type in the new User details as described in the following table:

    Field

    Description

    Employee ID

    Type in the employee identification number of the User.

    User Name

    Type in the name of the User.

    E-mail ID

    Type in the e-mail address of the User.

    Customer

    Lists the configured Customers. Select the Customer name of the User.

    Location

    Lists the configured Locations. Select the Location name of the User.

    User Category

    Select the category of the User:

    • End User
    • Service Account

  4. Type in the other required details under the GENERAL, ACCESS, and INCIDENT tabs. For more information about the on the NEW USER page, see Field Description.

  5. Click SUBMIT. A new User is configured.  

Field Description

This section describes the fields on the NEW USER page.

Expand
titleGENERAL

You can provide the general information about the User, such as user level, designation, manager, contact number, User Type allocation, and so on under the GENERAL tab.


Figure:  GENERAL tab

The following table describes the fields under the GENERAL tab of the NEW USER page:

Fields

Description

GENERAL DETAILS

User Level

Select the User Level from the drop-down list. This is generally the Grade of the User in the Organization. The drop-down values can be configured from the Common Masters page.

Join Date

Click the Calendar icon to specify the joining date of the User.

Designation

Type in the designation of the User.

Contact Number

Type in the contact number of the User. This can be the User's land line number or a desk extension.

Manager

Type in the name of the manager of the User To search for a user name, click the Search icon.

Mobile Number

Type in the mobile number of the User.

Country

Type in the country name of the User.

State

Type in the state name of the User.

City

Type in the city name of the User

Zip Code

Type in the zip code.

Address

Type in the address of the User.

Remarks

Type in the comments or notes about the User, if any.

Active

By default, the status is set active.

  • If selected, the User becomes an available option on the other pages of the application.
  • If not selected, the user is an inactive user. The user is not available while searching for Users in the application.

Time Zone

Select the time zone for the User.

ALTERNATIVE E-MAIL IDs

Type in the alternative e-mail ids for the user. You can configure a maximum of four additional e-mail addresses. An Incident is logged for the User, if any e-mail is sent from the configured primary or alternate e-mail ids.

USER TYPE ALLOCATION

Select the Tenant and the User Type from the respective lists.

Anchor
Access
Access

Expand
titleACCESS

You can define the access details for the User under the ACCESS tab. Provide the login details for the User and also assign Role Templates to the User. Based on the Role Templates assigned to the User, User has access to the specific menus and submenus, Tenants, Customers, and Locations. For more information about Role Templates, see Configuring Role Templates.
The access can be provided based on the Login Type i.e. NT Login ID or Form Login. To know more about the field description of these Login Types, click the respective Login Type:

Expand
titleLogin Type: NT Login ID


Figure: ACCESS tab (Login Type - NT Login ID)

The following table describes the fields under the ACCESS tab of the NEW USER page if the Login Type is selected as NT Login ID.

Fields

Description

LOGIN DETAILS

Login Type

Select the login type of the User.

  • NT Login: If selected, the Windows login credentials are considered for application login. The User need not specify the login credentials to log into the application.

NT Login ID

Type in the NT login ID of the User to log in.

LINK ROLE TEMPLATES TO USERS

Assign Role Templates to the User by clicking the Select check box next to the Role Template name. Based on this mapping, the User is able to view the module menu options, drop-down list options, and edit the page details.

INCIDENT MANAGEMENT

Enable View Other Users’ Incidents Check Box

If selected, the View Other Users’ Incidents check box is enabled on the FILTERS pop-up of the MY INCIDENT LIST page. In addition to the own incidents, the user can view the incidents logged by other users who are mapped to the same customer(s) to which the user is mapped.

CustomerSelect the customer(s) from the list. The user can view the list of incidents logged by other users who are mapped to the customer(s) selected in this field.
LocationSelect the location(s) from the list. The user can view the list of incidents logged by other users who are mapped to the location(s) selected in this field.
Allow Edit

If selected, the user can cancel, escalate, and update the Additional Information section of the  Incidents logged by other users who are mapped to the above selected Customer and Location.

If this checkbox is not selected, the user can only view the incidents that are logged by other users.

CMDB

Is User Configuration Manager

Select the check box to configure the user as configuration manager.

PROJECT MANAGEMENT

User Access Level

Select the user access level from the list:

  • General User
  • Project Manager
  • Super Administrator
  • Workgroup Administrator

Department

Lists the configured Department. Select the appropriate department for the User.

Cost Centre

Lists the configured Cost Centres. Select the appropriate Cost Centre for the User.

PROCUREMENT

Procurement

Select the user access level for the procurement module from the list:

  • General Access
  • No Access

Entity Access

Select the entities that you want to configure for the user.

ASSET MANAGEMENT

Asset Management Update/Edit Access

Select the Role Template from the drop-down list for which you want to provide the Update/Edit access to the User.

Expand
titleLogin Type: Form Login


Figure: ACCESS tab (Login Type - Form Login)


The following table describes the fields under the ACCESS tab of the NEW USER page if the Login Type is selected as Form Login.

Fields

Description

LOGIN DETAILS

Login Type

Select the login type of the User.

  • Form Login: If selected, the User must enter the configured User Credentials for logging into the application.

Login ID

Type in the Login ID of the User for Form Login.

Password

Type in the password of your choice.

Re-enter Password

Re enter the password.

Send Password Change NotificationIf selected, the user is notified whenever the user's password is changed.

User must change password at next login

If selected, the user will be prompted to change his password,after logging in to the application.

Is Account Locked

If deselected, the user's account will be unlocked.

Account Never ExpiresIf selected, the password of this account never expires. Also, if this check box is selected, the Password Policy configuration done on the DOMAIN page becomes inactive.

LINK ROLE TEMPLATES TO USERS

Assign Role Templates to the User by clicking the Select check box next to the Role Template name. Based on this mapping, the User is able to view the module menu options, drop-down list options, and edit the page details.

INCIDENT MANAGEMENT
Enable View Other Users’ Incidents Check BoxIf selected, the View Other Users’ Incidents check box is enabled on the FILTERS pop-up of the MY INCIDENT LIST page. In addition to the own incidents, the user can view the incidents logged by other users who are mapped to the same customer(s) to which the user is mapped.
CustomerSelect the customer(s) from the list. The user can view the list of incidents logged by other users who are mapped to the customer(s) selected in this field.
LocationSelect the location(s) from the list. The user can view the list of incidents logged by other users who are mapped to the location(s) selected in this field.
Allow Edit

If selected, the user can cancel, escalate, and update the Additional Information section of the  Incidents logged by other users who are mapped to the above selected Customer and Location.

If this checkbox is not selected, the user can only view the incidents that are logged by other users.

CMDB

Is User Configuration Manager

Select the check box to configure the user as configuration manager.

PROJECT MANAGEMENT

User Access Level

Select the user access level from the list:

  • General User
  • Super Administrator

Workgroup

Lists the configured Workgroups. Select the appropriate Workgroup for the User.

Cost Centre

Lists the configured Cost Centres. Select the appropriate Cost Centre for the User.

Customer for Super Admin Access

Select the Customers to whom you want to provide Super Administrator's access. To select more than one Customer, hold the Ctrl key and select the Customers.

PROCUREMENT

Procurement

Select the user access level for the procurement module from the list:

  • General Access
  • No Access

Entity Access

Select the entities that you want to configure for the user.

ASSET MANAGEMENT

Asset Management Update/Edit Access

Select the Role Template from the drop-down list for which you want to provide the Update/Edit access to the User.

Expand
titleLogin Type: API Key


Figure: ACCESS tab (Login Type - API Key)

The following table describes the fields under the ACCESS tab of the NEW USER page if the Login Type is selected as API Key.

Fields

Description

LOGIN DETAILS

Login Type

Select the login type of the User as API Key. If API Key is selected, the API key of the entered Domain is picked up by the Application by default.

API Key

By default, the field displays the Domain API Key.

API Key Expiry

Specify a future date.

LINK ROLE TEMPLATES TO USERS

Assign Role Templates to the User by clicking the Select check box next to the Role Template name. Based on this mapping, the User is able to view the module menu options, drop-down list options, and edit the page details.

INCIDENT MANAGEMENT
Enable View Other Users’ Incidents Check BoxIf selected, the View Other Users’ Incidents check box is enabled on the FILTERS pop-up of the MY INCIDENT LIST page. In addition to the own incidents, the user can view the incidents logged by other users who are mapped to the same customer(s) to which the user is mapped.
CustomerSelect the customer(s) from the list. The user can view the list of incidents logged by other users who are mapped to the customer(s) selected in this field.
LocationSelect the location(s) from the list. The user can view the list of incidents logged by other users who are mapped to the location(s) selected in this field.
Allow Edit

If selected, the user can cancel, escalate, and update the Additional Information section of the  Incidents logged by other users who are mapped to the above selected Customer and Location.

If this checkbox is not selected, the user can only view the incidents that are logged by other users.

CMDB

Is User Configuration Manager

Select the check box to configure the user as configuration manager.

PASSWORD MANAGEMENT

Keyword Access

Select the Keyword Access from the list:

  • All
  • Action
  • Command
  • Master Reaction
  • Master Unlock

ASSET MANAGEMENT

Asset Management Update/Edit Access

Select the Role Template from the drop-down list for which you want to provide the Update/Edit access to the User.

Expand
titleINCIDENT

You can view the Incidents raised by the User for each Category under the INCIDENT tab.


Figure:  INCIDENT tab


The following table describes the fields under the INCIDENT tab of the NEW USER page:

Fields

Description

Category

Displays the configured Category of the Incident.

Select

Click the Show Incident Details icon  to view Incident details.

Incident ID

Displays the Incident ID of the Incidents raised by the user.

Request Date

Displays the date and time when the Incident was logged.

Description

Displays the description of the Incident.

Priority

Displays the priority of the Incident.

Status

Displays the status of the Incident.

If configured, the custom tabs for the Customer are also displayed in addition to the above tab. For information about configuring Custom Tabs, see Configuring Custom Tabs.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the NEW USER page.

Expand
titleSHOW LIST

Click SHOW LIST to display the LIST table showing all the Users configured in the SummitAI application. For more information about viewing Users, see Viewing User List.


Figure:  USER LIST page: List of Users

  • To edit a User detail, click the User ID. Make appropriate changes and click SUBMIT.
  • To display the inactive Customer details, click the Include Inactive check box.

Note
titleNote

When the Customers are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Customer.

Expand
titleUSER TEMPLATE MAPPING

Click USER TEMPLATE MAPPING to view the Role Templates that are mapped to the User whom you added.

 
Figure: ROLE TEMPLATE page


ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ROLE TEMPLATE page.

Filters

Click Filters to search a specific user for the role template. Click SUBMIT to get the search results.


Figure: FILTERS pop-up page


USER TEMPLATE MAPPING

Click USER TEMPLATE MAPPING to view the mapped role templates for all the users. The USER TEMPLATE MAPPING page is displayed.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the role template details displayed on the page to a Microsoft Excel sheet.

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet.

Expand
titleFilters

Click Filters to display all the Users configured in the SummitAI application. On the FILTERS pop-up page, select the Customer and Location from the respective list. You can also search for a specific User by typing the name of the User in the Search User field. Click SUBMIT.


Figure:  FILTERS pop-up page

References


Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue
1

| |