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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_General

Importing User Details from DB_General

Importing Active Directory User Details_General

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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 : OAuth GenWizard

SSO Configurations: Forms

SSO Configuration : SAML Gen

SSO ConfigurationsConfiguration: Forms GenOAuth

SSO Configurations: Proxy Gen

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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 DomainDashboards

Configuring DashboardsDomain

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 (SMTP)

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 Gen

Configuring Skill Category

Configuring Core Competency

Adding Holidays

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titleShift Management

Configuring Shifts

Allocating Shifts

Viewing Shift Roster Gen

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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

Status Details Report

User Registration Details Report

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 BI ReportDashboards

Creating New BI DashboardAdvanced 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 Gen

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You can select the menus and submenus to which Users can have view/ edit access. The administrator can select the required menu access to the particular Role Template. Only the selected Menus are displayed to the users assigned to that Role Template. The access to users is based on the Domain and Role Template to which they are assigned.

To add a Role Template:

  1. Select Admin> Basic > Users > Role Template.
  2. Click the ADD MENU CONFIGURATION icon on the ACTIONS panel to create a new Role Template, and add the Menu Configuration for the new Role Template.
  3. On the ROLE TEMPLATE - MENU CONFIGURATION page, select the Module and type in details for the new Role Template name.
  4. Select a home page from the Landing Page list and click the Refresh icon. If you select the Active check box, the Role Template becomes available to be assigned to Users.
  5. Select the menus, submenus and the Edit, View check boxes to provide the required access.

    MENU CONFIGURATION page
    Figure: ROLE TEMPLATE - MENU CONFIGURATION page

ACTIONS

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

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Templates.

 List of Role Templates
Figure:  ROLE TEMPLATES page: List of Role Templates

  • To select a domain, click Filters and select the domain from the drop-down list.
  • To display the inactive Templates, click the Include Inactive check box.
  • To edit a Template, click the configured Template Name. Make appropriate changes, and click SUBMIT.
  • Click ADD MENU CONFIGURATION to configure menus and submenus for the Role Template. For more information about configuring menu details for Role Templates, Role Template Menu Configuration_GM.
  • Click ADD OTHER CONFIGURATION to add other configuration details for the Role Template. For more information about configuring other details for Role Templates, see Role Template Other Configuration.
     

ACTIONS

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

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titleFILTERS

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

FILTERS pop-up page
Figure: FILTERS pop-up page

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titleUSERS - ROLE TEMPLATE

Click USERS - ROLE TEMPLATE to view the users who are mapped to the specific Role Template. See Screen Shot.

ROLE TEMPLATE page
Figure: ROLE TEMPLATE 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. 

You can view the Role Templates for each User. To view the Role Template for a User, select By User from the drop-down list in the Role Template column.

User wise
Figure: USER TEMPLATE MAPPING: User wise

To view the Users for each Role Template in the LIST table, select By Role Template from the drop-down list.

Role Template wise
Figure: USER TEMPLATE MAPPING: Role Template wise


ACTIONS

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

Filters

Click Filters to specify filter criteria to search specific role templates or users. Click SUBMIT to get the search results.


Figure: FILTERS pop-up page

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the details on the USER TEMPLATE MAPPING page to a Microsoft Excel sheet.

EXPORT ALL

Click EXPORT ALL to export all the records on the USER TEMPLATE MAPPING page to a Microsoft Excel sheet. 

EXPORT TO EXCEL

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

EXPORT ALL

Click EXPORT ALL to export all the role template details to a Microsoft Excel sheet.

References


truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+NotestruenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+GuidetruenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+Documents
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