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You can add Users and give them access to the 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 they need access to should also be mapped to the same Domain. For more information, about Role Template page, see Configuring Role Templates.

To add new Users:

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

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Figure: USER LIST page
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.
NEW USER page

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Figure: NEW USER page

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

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.

Click SUBMIT. A new User is configured.

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To add new Users:

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

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Figure: USER LIST page
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.

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Figure: NEW USER page

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

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.
Click SUBMIT. A new User is configured.

Field Description

This section describes the fields on the NEW USER page.

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title	GENERAL

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.

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

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title	ACCESS

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:

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title	Login Type: NT Login ID

ACCESS tab (Login 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.
Customer	Select 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.
Location	Select 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.

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title	Login Type: Form Login

ACCESS tab (Login Type - Form Login)
Figure: ACCESS tab (Login Type - Form Login)

The 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.
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.
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.
Customer	Select 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.
Location	Select 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.

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title	INCIDENT

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

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

title	SHOW 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.

List of Users
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

title	Note

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

title	USER TEMPLATE MAPPING

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

ROLE TEMPLATE page
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.

FILTERS pop-up page
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

title	Filters

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.

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

References

To view User list, see Viewing User List.
For configuring Role Templates, see Configuring Role Templates.
For configuring menus for Role Templates, see Role Template Menu Configuration_GM.
For configuring other configuration details for Role Templates, see Role Template Other Configuration.

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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

Versions Compared

Old Version 3

New Version Current

Key

To add new Users:

To add new Users:

Field Description

ACTIONS

References