Configuring User Group

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

SummitAI Service Management Help

Service Catalog Management

You can configure a new User Group and set it as an Approver in the ADDITIONAL INFO tab of a Service Catalog. Once the Service Request is created using the Service Catalog, the users configured for the User Group are set as Approvers. You can also configure the User Group on the ACTIONS panel of the ADDITIONAL INFO tab in the Service Catalog.

To configure a User Group:

  1. Click Catalog > User > Create User group. The CONFIGURE USER GROUP page is displayed.

    CONFIGURE USER GROUP
    Figure: CONFIGURE USER GROUP

  2. Type in the Group Name, select the User and the Applicable Locations/Customers, and click ADD to configure the User, Location or Customer wise.
  3. Click SUBMIT to configure the User Group. For more information about the fields on the CONFIGURE USER GROUP page, see Field Description.

Field Description

The following table describes the fields on the CONFIGURE USER GROUP page.

Field

Description

DETAILS

Group Name

Type in the group name.

Enable Approver Selection

If this check box is selected, an icon appears next to the Approver text box on the NEW SERVICE REQUEST page. End Users must click the icon and select the Approver name from list of users for the User Group.

Configure Approver By

You can configure Approvers for the User Group by:

  • Location : Select this option to configure Approvers for specific location.
  • Customer: Select this option to configure Approvers for selected customer.

User

Type in the name of the user who you want to add as an Approver for the User Group.

Applicable Customers

Select the Customers for which the configured User Group approval are applied.

Applicable Locations

Select the Locations for which the configured User Group approval are applied.

ADD

Click the button to add configure the selected User for Location or Customers.

ACTIONS

This section explains all the icons on the ACTIONS panel of the CONFIGURE USER GROUP page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the User Groups configured for the selected Tenant.

USER GROUP LIST page

Figure: USER GROUP LIST page 

  • To edit details of a User Group, click the name of the Group. Make appropriate changes and click SUBMIT.
  • To display the inactive User Groups, click the Include Inactive check box.

Note

When the User Groups are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Approver.