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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:

  1. Select Admin > Basic > Users > User List. The USER LIST page is displayed.
  2. Click ADD NEW on the ACTIONS panel. The NEW USER page is displayed.

    NEW USER page
    Figure: NEW USER page

  3. On the NEW USER page, on the left section, type in the new User details as described in the following table:

    Field

    Description

    DomainSelect the required domain from the drop-down list.

    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
  4. Type in the other required details under the GENERAL, ACCESS, INCIDENT, and SERVICE REQUEST tabs. For more information about the fields under these tabs on the NEW USER page, see Field Description.

  5. Click SUBMIT. A new User is configured.  

Field Description

This section describes the fields on the NEW USER page.

 GENERAL

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.

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.

Manager

Type in the name of the manager of the User To search for a user name, click the Search icon.

Contact Number

Type in the contact number of the User. This can be the User's land line number or a desk extension.

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.

Time ZoneSelect the time zone for the User.

Active

By default, the status is set active.

  • If selected, the User becomes an available option on the other pages of the application.
  • If not selected, the user is an inactive user. The user is not available while searching for Users in the application.

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, an 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.

 ACCESS

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:

 Login Type: NT Login ID


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: If selected, the Windows login credentials are considered for application login. The User need not specify the login credentials to log into the application.

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 the Incident Management Module. 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.

CustomerSelect 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.
LocationType in and select the location(s). 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:

  • General User
  • Project Manager
  • Super Administrator
  • Workgroup Administrator

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:

  • General Access
  • No Access

Entity Access

Select the entities that you want to configure for the user.

PASSWORD MANAGEMENT
Keyword AccessSelect the keyword 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.

 Login Type: Form Login


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.

  • Form Login: If selected, the User must enter the configured User Credentials for logging into the application.

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 NotificationIf 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 ExpiresIf 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 BoxIf selected, the View Other Users’ Incidents check box is enabled on the FILTERS pop-up of the MY INCIDENT LIST page in the Incident Management Module. 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.
CustomerSelect 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.
LocationType in and select the location(s). 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:

  • General User
  • Super Administrator

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:

  • General Access
  • No Access

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.

 Login Type: API Key


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 BoxIf selected, the View Other Users’ Incidents check box is enabled on the FILTERS pop-up of the MY INCIDENT LIST page in the Incident Management Module. 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.
CustomerSelect 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.
LocationType in and select the location(s). 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:

  • All
  • Action
  • Command
  • Master Reaction
  • Master Unlock

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.

 INCIDENT

You can view the Incidents raised by the User for each Category under the INCIDENT tab.

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 the Show Incident Details icon  to view Incident details.

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.

 SERVICE REQUEST

You can view the Service Requests raised by the User for each Category under the SERVICE REQUEST tab.

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 the Show Service Request Details icon  to view Service Request details.

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.

 SHOW LIST

Click SHOW LIST to display the LIST table showing all the Users configured for the selected domain. For more information about viewing Users, see Viewing User List.

List of Users
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.
 Filters

On the FILTERS pop-up page, select the DomainCustomer and Location from the drop-down list. Click SUBMIT.

You can also search for a specific User by typing the User Name ,Emp ID, E-Mail ID, NT Login ID of the User in the Search User field and click SUBMIT.


Figure:  FILTERS pop-up page

References


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