Advanced

General

Concepts

Document Repository

Global Tenant

Multi-tenancy

Concurrent License Allocation

Administrators

Basic

Users

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

Infrastructure

Theme Configuration

Configuring Themes

Previewing and Editing Themes

SSO Configuration

SSO Configuration: OAuth Gen

SSO Configuration : SAML Gen

SSO Configurations: Forms Gen

SSO Configurations: Proxy Gen

Form Builder

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users

Common Masters

Configuring Common Master Types

Configuring Common Masters

Configuring Geographic Location

Widgets

Configuring Widgets

Configuring Widget Tabs

Configuring Widget Reports

Configuring Widget Report Access

Export/Import

Importing Configurations by Template

Exporting Configurations by File

Importing Configurations by File

Configuring Tenant

Configuring Domain

Configuring Dashboards

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

Viewing Proxy Server Details

Configuring VLAN

Mapping VLAN to Proxy

Configuring Digital Signature

Configuring ServiceNow

Workflow

Configuring SR Approval Workflow

Configuring CR Approval Workflow

Customers

Adding Customers

Viewing Customer List

Configuring Customer SLA Matrix

Configuring Custom Tabs for Customers

Vendors

Adding Vendors

Viewing Vendor List

Advanced

Discovery and Monitoring

Configuring Vendor MIBs

Discovery Configuration

Configuring Monitoring Accounts

Configuring Scripts

Configuring Scripts Based Monitoring

Configuring SNMP MIB

Configuring SNMP Based Monitoring

Documents

Configuring Standard Operating Procedures

Notifications

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

Compliance

Configuring Compliance Profiles

Allocating Compliance Profiles

Agent Contact Information

Viewing Modifying Profile Configuration

Productivity

Configuring Skills Gen

Configuring Skill Category

Configuring Core Competency

Adding Holidays

Shift Management

Configuring Shifts

Allocating Shifts

Viewing Shift Roster Gen

Escalations

Configuring Auto Escalations

Configuring Manual Escalations

License

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

Status Details Report

User Registration Details Report

Configuring Password Expiry

Password E-mail Audit Log

Creating AD Property

Reports and Dashboards

Viewing Reports

Creating New BI Report

Creating New BI Dashboard

Discovery Scan Error Report

Summit Audit Log for Login Accounts

SUMMIT Configuration Audit Report

Survey Report

License Trend Report

GDPR Status Report

Others

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

Scripting