Adding Users
- manikandan.subbiah (Unlicensed)
- Shilpa K (Deactivated)
- Enterprise IT
You can add Users and give them access to the SummitAI 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 to which they need access should also be mapped to the same Domain. For more information, about Role Templates, see Configuring Role Templates.
To add new Users:
- Select Admin > Basic > Users > User List. The USER LIST page is displayed.
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.
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.
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.
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.
|
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. |
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:
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 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:
|
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:
|
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. |
Figure: ACCESS tab (Login Type - Form Login)
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.
|
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. |
| Send Password Change Notification | If selected, the user is notified whenever the user's password is changed. |
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. |
| Account Never Expires | If selected, the password of this account never expires. Also, if this check box is selected, the Password Policy configuration done on the DOMAIN page becomes inactive. |
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:
|
Department | Lists the configured Departments. Select the appropriate department 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:
|
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. |
Figure: ACCESS tab (Login Type - API Key)
The following table describes the fields under the ACCESS tab of the NEW USER page if the Login Type is selected as API Key.
Fields | Description |
|---|---|
LOGIN DETAILS | |
Login Type | Select the login type of the User as API Key. If API Key is selected, the API key of the entered Domain is picked up by the Application by default. |
API Key | By default, the field displays the Domain API Key. |
API Key Expiry | Specify a future date. |
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. |
PASSWORD MANAGEMENT | |
Keyword Access | Select the Keyword Access from the list:
|
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. |
You can view the Incidents raised by the User for each Category under the 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 |
Incident ID | Displays the Incident ID of the Incidents raised by the user. |
Logged Time | Displays the date and time when the Incident was logged. |
Symptom | Displays the symptom of the Incident. |
Priority | Displays the priority of the Incident. |
Status | Displays the status of the Incident. |
You can view the Service Requests raised by the User for each Category under the SERVICE REQUEST tab.
Figure: SERVICE REQUEST tab
The following table describes the fields under the SERVICE REQUEST tab of the NEW USER page:
Fields | Description |
|---|---|
Category | Displays the configured Category of the Service Request. |
Select | Click |
SR ID | Displays the SR ID of the Service Requests raised by the user. |
| Logged Time | Displays the date and time when the Service Requests was logged. |
Description | Displays the description of the Service Requests . |
Priority | Displays the Priority of the Service Requests. |
Status | Displays the Status of the Service Requests. |
If configured, the custom tabs for the Customer are also displayed in addition to the above tabs. 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.
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.
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
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.
Click USER TEMPLATE MAPPING to view the Role Templates that are mapped to the User whom you added.
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.
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.
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.
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.
- For configuring other configuration details for Role Templates, see Role Template Other Configuration.
Confluence Cloud Migration Alert: Please refer to known issues you may encounter in Confluence Cloud: https://eitdocs.atlassian.net/wiki/x/wDGwAQ