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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
Document Repository
Global Tenant
Multi-tenancy
Concurrent License Allocation
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
Importing User Details from DB
Importing Active Directory User Details
Configuring Themes
Previewing and Editing Themes
SSO Configuration Wizard
SSO Configurations: Forms
SSO Configuration : SAML
SSO Configuration: OAuth
SSO Configurations: Proxy
Form Builder
Custom Fields
Configuring Custom Fields for Customers
Configuring Custom Fields for Users
Configuring Common Master Types
Configuring Common Masters
Configuring Geographic Location
Configuring Widgets
Configuring Widget Tabs
Configuring Widget Reports
Configuring Widget Report Access
Importing Configurations by Template
Exporting Configurations by File
Importing Configurations by File
Configuring Tenant
Configuring Dashboards
Configuring Domain
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
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
Configuring SR Approval Workflow
Configuring CR Approval Workflow
Adding Customers
Viewing Customer List
Configuring Customer SLA Matrix
Configuring Custom Tabs for Customers
Adding Vendors
Viewing Vendor List
Configuring Vendor MIBs
Discovery Configuration
Configuring Monitoring Accounts
Configuring Scripts
Configuring Scripts Based Monitoring
Configuring SNMP MIB
Configuring SNMP Based Monitoring
Configuring Standard Operating Procedures
Viewing Documents
Uploading Documents
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
Configuring Compliance Profiles
Allocating Compliance Profiles
Agent Contact Information
Viewing Modifying Profile Configuration
Configuring Skills
Configuring Skill Category
Configuring Core Competency
Adding Holidays
Configuring Shifts
Allocating Shifts
Viewing Shift Roster
Configuring Auto Escalations
Configuring Manual Escalations
License Usage
License Acceptance
License Monitoring
Allocating Concurrent License
GDPR
Configuring GDPR
Guide Me
Password Management
Configuring Administrator
Configuring Security Questions
Mapping Security Questions
Configuring Keyword Message
Managing User Account
Configuring Password Expiry
Password E-mail Audit Log
Creating AD Property
User Registration Details Report
Status Details Report
Viewing Reports
Creating New Reports_Gen
Creating New Dashboards
Creating New Advanced Reports
Discovery Scan Error Report
Summit Audit Log for Login Accounts
SUMMIT Configuration Audit Report
Survey Report
License Trend Report
GDPR Status Report
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
Proxy View
Scripting
Using the Form Builder, you can configure the Custom Fields for various modules.