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An Analyst is the Single Point of Contact between End Users and the IT Service Management of the organization. The Analyst is the first contact in an organization for any and all IT questions.
Here are the prerequisites for setting up an Analyst:
- Create a User
- Assign access to an Analyst
For more information about prerequisites, refer the Adding Users.
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To Configure Analysts:
- Select Admin> Basic > Infrastructure > Analyst.
- On the ANALYST page, select the Tenant, select the appropriate option from the Configure drop-down list, and type in the details in the CONFIGURE BY ANALYST/CONFIGURE BY WORKGROUP section. For information about the fields on the ANALYST page, see Field Description.
- Click SUBMIT. A new Analyst is configured.
Figure: ANALYST page - Configure By Analyst
Figure: ANALYST page - Configure By Workgroup
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The following table describes the fields on the ANALYST page:
Field | Description |
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DETAILS | |
Configure |
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CONFIGURE BY WORKGROUP | |
Workgroup | Select a Workgroup to which you want to associate the Analyst from the list. This option is available if you selected By Workgroup value in the Configure list. |
Edition | Specifies the Symphony SummitAI licensing model. |
Attribute | Specifies the attribute as one of the following options:
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Analyst | Type in the name of the Analyst you want to configure. You can also use the Search icon to search for an analyst. |
CONFIGURE BY ANALYST | |
Edition | Specifies the Symphony SummitAI licensing model. |
Attribute | Specifies the attribute as one of the following options:
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Select the Analyst | Type in the name of the Analyst you want to configure. You can also use the Search icon to search for analysts. |
Allow this Analyst to edit all Incidents | Select the check box to allow the selected Analyst to edit all Incidents irrespective of the configured Workgroup access of the Analyst. In addition to this, enable the View Other Workgroup Incidents check box on the TENANT page to view and edit Incidents of other Workgroups for which they do not have Analyst access using Global Search (see: Configuring Incident Management Module). |
Allow the Analyst to edit all Service Requests | Select the check box to allow the selected Analyst to edit all Service Requests irrespective of the configured Workgroup access of the Analyst. In addition to this, enable the View Other Workgroup SRs check box on the TENANT page to view and edit Service Requests of other Workgroups for which they do not have Analyst access using Global Search (see: Configuring Service Request Management Module). |
| Allow Analyst to bulk update Incidents of other Workgroups | Select the check box to allow the specific Analyst to Bulk Update Incidents of other Workgroups to which the Analyst does not have access. Note:
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| Allow Analyst to bulk update Service Requests of other Workgroups | Select the check box to allow the specific Analyst to Bulk Update Service Requests of other Workgroups to which the Analyst does not have access. Note:
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Analyst License Changes
You can make License related changes for Analysts, such as Edition, Attribute, or Workgroup. After submitting the changes, the respective Analyst is notified about License changes and a session termination message is displayed. Click OK to continue with the changes and terminate the session. This avoids any errors in the License related reports.
Figure: Confirm Session Termination pop-up message for License related changes
For more information about Licensing, see SummitAI Service Management Licensing.
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