---
title: "Add Users"
slug: "add-users"
updated: 2026-04-30T08:23:25Z
published: 2026-04-30T08:23:25Z
canonical: "help.symphonysummitai.com/add-users"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Users

You can add Users and give them access to the 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](/apex/docs/configuring-role-templates).

#### **To add new Users, perform the following steps:**

1. Select **Admin** from the Workspace and click **Users** > **General** > **User List**. The **User List** page is displayed.
2. Click **Add New** on the **Actions** panel. The **New User** page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-095RJMIH.png) 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** |
| --- | --- |
| Domain | Select 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 |

1. Type in the other required details under the **General**, **Access, Incident**, and **Service Request** tabs.
2. 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.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-P8K0C44B.png) 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 Zone | Select 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. |
| Alternate 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. 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

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-6O0SGHEM.png) 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. |
| 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 | Type 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 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

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-0SE1EEF0.png) 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 Notification | If selected, the user is notified whenever the user's password is changed. |
| User must change password at next login | If selected, you will be prompted to change 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 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. |
| 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 | Type 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. |
| **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

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-GSTZF3JK.png) 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 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. |
| 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 | Type 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. |

> [!NOTE]
> Note:
> 
> Based on the user’s persona, the administrator assigns either **Report Viewer** or **Report Designer** access for a specific module (for example, Incident). If a user is assigned the Incident Report Designer role template, they can create new reports only for the Incident module. However, they cannot edit existing reports created by other users. Only the original report owner can edit their report.
> 
> 
> 
> ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/R12.png)

#### Incident

You can view the Incidents raised by the User for each Category under the **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 ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/addingusers.doc-image-rsxz14wm.png)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. 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 ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/addingusers.doc-image-nese9gbq.png)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.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-JAVQ6YZE.png) 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 **Domain**, **Customer** 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**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/addingusers.doc-image-y19e2e11.png) Figure: FILTERS pop-up page

### References

- To view User list, see [Viewing User List](/apex/docs/1viewinguserlist-1).
- For configuring Role Templates, see [Configuring Role Templates](/apex/docs/configuring-role-templates).
- For configuring menus for Role Templates, see [Role Template Menu Configuration](/apex/docs/roletemplatemenuconfiguration).
- For configuring other configuration details for Role Templates, see [Role Template Other Configuration](/apex/docs/roletemplateotherconfiguration).