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titleGeneral

About SummitAI IT Management Suite

Signing In 1

Describing the User Interface 1

Alerts and Approvals 1

Viewing and Updating Your Profile Details 1

Global Search 1

Personalizing Pages 1

Forgot Password 1

Logging Out 1

Delegating Role 1

Signing In As Another User 1

Switching Tenant 1

Searching Users 1

Help File Conventions 1

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titleConcepts

Document Repository

Global Tenant

Multi-tenancy

Concurrent License Allocation 1

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titleAdministrators
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titleBasic
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titleUsers

Adding Users 1

Viewing User List 1

Configuring Role Templates 1

Role Template Menu Configuration_GM 1

Role Template Other Configuration 1

Configuring Custom Tabs 1

Resigned Approver List 1

Viewing Switch User List 1

Configuring Switch User 1

Importing User Details Using Excel

Importing User Details from DB

Importing Active Directory User Details

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titleInfrastructure
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titleTheme Configuration

Configuring Themes 1

Previewing and Editing Themes 1

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titleSSO Configuration

SSO Configuration Wizard

SSO Configurations: Forms

SSO Configuration : SAML

SSO Configuration: OAuth

SSO Configurations: Proxy

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titleForm Builder

Form Builder 1

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users

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titleCommon Masters

Configuring Common Master Types 1

Configuring Common Masters 1

Configuring Geographic Location 1

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titleWidgets

Configuring Widgets 1

Configuring Widget Tabs 1

Configuring Widget Reports 1

Configuring Widget Report Access 1

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titleExport/Import

Importing Configurations by Template

Exporting Configurations by File

Importing Configurations by File

Configuring Tenant 1

Configuring Dashboards 1

Configuring Domain 1

Configuring Application Settings 1

Importing Master Template

Configuring Analysts 1

Mapping Language Translation

Configuring Workgroups

Report Builder

Configuring Custom Scheduler 1

Archiving Data 1

Configuring Periodic Survey 1

Configuring Simple Mail Transfer Protocol 1

Configuring Web Services

External Web Service Mapping

Proxy View Admin 1

Viewing Proxy Server Details

Configuring VLAN 1

Mapping VLAN to Proxy 1

Configuring Digital Signature 1

Configuring ServiceNow 1

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titleWorkflow

Configuring SR Approval Workflow

Configuring CR Approval Workflow 1

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titleCustomers

Adding Customers 1

Viewing Customer List 1

Configuring Customer SLA Matrix 1

Configuring Custom Tabs for Customers 1

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titleVendors

Adding Vendors 1

Viewing Vendor List 1

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titleAdvanced
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titleDiscovery and Monitoring

Configuring Vendor MIBs

Discovery Configuration

Configuring Monitoring Accounts 1

Configuring Scripts

Configuring Scripts Based Monitoring 1

Configuring SNMP MIB 1

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 1

Configuring Mailbox

Configuring Templates for Free-Form E-Mail Type 1

Configuring Templates for Line E-mail Type 1

Configuring Notification Parser 1

Configuring Notification Templates 1

Configuring SMS Gateway 1

Configuring Voice Call Gateway 1

Configuring Bulletins 1

Configuring Alerts 1

Adding Master Configuration 1

Configuring Conference Call 1

Configuring Push Notifications 1

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titleCompliance

Configuring Compliance Profiles 1

Allocating Compliance Profiles 1

Agent Contact Information 1

Viewing Modifying Profile Configuration 1

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titleProductivity

Configuring Skills

Configuring Skill Category

Configuring Core Competency 1

Adding Holidays 1

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titleShift Management

Configuring Shifts 1

Allocating Shifts 1

Viewing Shift Roster

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titleEscalations

Configuring Auto Escalations 1

Configuring Manual Escalations

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titleLicense

License Usage

License Acceptance

License Monitoring

Allocating Concurrent License 1

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titleGDPR

GDPR 1

Configuring GDPR 1

Guide Me 1

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titlePassword Management

Password Management

Configuring Administrator 1

Configuring Security Questions 1

Mapping Security Questions 1

Configuring Keyword Message 1

2019-10-17_09-08-12_Managing User Account

Configuring Password Expiry 1

Password E-mail Audit Log 1

Creating AD Property 1

User Registration Details Report 1

Status Details Report 1

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titleReports and Dashboards

Viewing Reports

Creating New Reports_Gen 1

Creating New Dashboards 1

Creating New Advanced Reports 1

Discovery Scan Error Report 1

Summit Audit Log for Login Accounts 1

SUMMIT Configuration Audit Report

Survey Report 1

License Trend Report 1

GDPR Status Report 1

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titleOthers

Tenant Department Customer 1

Configuring Auto Escalation for Incident By SLA 1

Configuring Auto Escalation for Incident By Time 1

Configuring Auto Escalation for SR by Time 1

Configuring Auto Escalation for SR by SLA 1

2019-09-30_08-38-31_Configuring Mailbox

2020-04-07_12-45-08_Proxy View

2019-09-30_07-46-16_Configuring Vendor MIBs

Summit Audit Log for Login Accounts

Scripting 1

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You can view the list of Customers added in the SummitAI application. You can view and modify the Customer details.

To view Customer list:

  1. Select Admin > Basic > Customers > Customer List.
  2. On the CUSTOMER LIST page, you can view the list of configured Customers.
  3. You can search for a Customer using the Filters icon on the ACTIONS panel (see: Filters). To view the list of inactive Customers, click the Include Inactive check box.

    CUSTOMER LIST page
    Figure:  CUSTOMER LIST page

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CUSTOMER LIST page.

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Filters
Filters
Filters

Click the Filters icon to specify a particular filter criteria to display the Customers. On clicking the Filters icon, the FILTERS pop-up page is displayed. Select the Domain, Customer and Location or provide the name of the Customer (Customer Name). Click SUBMIT.

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


ADD NEW

Click ADD NEW to add a new Customer. For information about adding new Customers, see Adding Customers 1.



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