--- title: "User Dashboard" slug: "user-dashboard" updated: 2026-04-08T14:45:47Z published: 2026-04-08T14:45:47Z canonical: "help.symphonysummitai.com/user-dashboard" --- > ## 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. # User Dashboard The application’s homepage is the central hub for accessing all the modules and it’s management. The available options are Modules, Quick Actions, Open Incidents, Open Requests and Bulletins. Based on the selected Department user will be able to view the open incidents and requests. The elements facilitate efficient navigation and empower you to access the modules within the application effortlessly. Let's dive deep to explore the functionalities available on the Dashboard: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-NKOHJQWL.png) Figure: User Dashboard ## 1. Modules The modules in the Application are listed under the **Modules** section. > [!NOTE] > Note > > Modules are displayed according to the access specified in the Role Template. For example, if a user has access to the Incident and Service Request modules, then only those modules are displayed. Click **Vertical Ellipsis** to view the available services within the module. The options are displayed to the user based on the role template. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-MCEUVOJ0.png) Figure: Modules Click Module widget to view the module specific page. #### Product Type Menu The workspace menus are now organized by product type ITSM and ITAM to improve navigation clarity and reduce menu complexity. Each category displays only the menus relevant to the selected product type, including Admin, Reports, and Service Automation (where applicable). Asset-related menus are grouped under ITAM, while ITSM-specific menus appear under ITSM. The menu search is product-type aware, and search results are returned only for the active product type. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-UMO55UUL.png) **For Example**; Searching for “Asset Management” under ITSM returns no results because it belongs to ITAM. Users can switch product type to locate menus outside the current category. #### Key Benefits - Enables faster access to menus without recalling full navigation paths. - Reduces navigation effort and interface clutter. - Supports partial-text search to quickly locate menus. - Improves overall workspace efficiency and usability. Navigation is now streamlined. Users can hover over menus to reveal submenus, reducing clicks and improving workflow efficiency ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-ZIH7IWH7.png) Figure: Menu ## 2. Department Based on the selected Department, the details in the Quick Actions, Open Incidents and Requests and Bulletins are populated with the details. Hover on the info icon to view the tooltip information message about the Department field. **Tooltip**: Quick Actions, Open Incidents and Requests are displayed based on the selected Department. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1IZZN6EV.png) Figure: Department ## 3. Quick Actions The section Quick Actions displays the actions that users can take instantly like creating an Incident or a Request. The options are populated based on the Role Template access. If the user has access to the **Incident Management** then **New Incident** option is displayed in the Quick Actions. As the user clicks on the **New Incident**, a new incident form is displayed to create and submit an Incident. ## 4. Search The Search menu feature enables users to locate any menu item directly by entering full or partial menu names. Results appear instantly, removing the need to navigate through multiple menu levels. Selecting a result opens the page in a new tab while preserving the previous workspace selection. **For Example**: An analyst needs to check the Priority Matrix for a critical incident. Types Priority Matrix in the Search Menu. The option appears immediately, and open it with one click without navigating through multiple levels of the menu. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-NG8A3HCQ.png) Figure: Search Option ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-I8481YII.png)Figure: Search Menu ## 5. Open Incidents / Service Requests Users can view all open incidents and requests in their respective sections. If additional items exist, selecting View All displays the complete list of incidents or requests. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-JSTFTUQJ.png) Figure: Open Service Requests As you click any section of View All, you will be navigated to the respective **list** page of the Module. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-DJ8FXMX8.png) Figure: My Incidents ## 6. Bulletins You can view all the configured bulletins in this section. Hover on the Bulletins section and scroll across to view all the configured Bulletins. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-T1KHQ7UX.png) Figure: Bulletins # Top Panel There are certain action items available across all pages that include User Dashboard too. The Top panel consists of the below features: - [Search](/apex/docs/userdashboarddoc#search) - [Language](/apex/docs/userdashboarddoc#language) - [Delegate](/apex/docs/userdashboarddoc#delegate) - [Alert](/apex/docs/userdashboarddoc#alert) - [Approvals](/apex/docs/userdashboarddoc#approvals) - [Cart](/apex/docs/userdashboarddoc#cart) - [Help](/apex/docs/userdashboarddoc#help) - [Scripting](/apex/docs/userdashboarddoc#scripting) ## Search The **Global** **Search** icon is located on the application's top panel, allowing users to search for specific text within users (User), menu items (Menu), and various modules like Incident, Request, Asset, Change, Problem, CMDB, Network, Server, Procurement, Knowledge, and Workorder. To search for a specific text, perform the following steps: - Click the **Search** icon. The search option is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/search(13).png) Figure: Search - Select the respective search radio-buttons to search Users and Global modes: - User - Global **User** A Search icon is provided on the Fields where you need to enter the User name. You can click the search icon and search the User. The End User Dashboard search box works as follows: | User Input | Logic | | --- | --- | | Knowledge Records | The entered keyword is searched in the **Question**, **Answer**, and **Keywords** fields of the Knowledge Records and displays the Knowledge Records based on the maximum number of occurrences of the keyword entered. The record with the highest number of occurrences gets displayed at the top of the list. If two or more records have the same count of keywords, the records are displayed in alphabetical order. | | Service Catalogs | The entered keyword is searched in the **Catalog Name**, **Description**, and **Keywords** fields of the Service Catalogs and displays the Service Catalogs based on the maximum number of occurrences of the keyword entered. The record with the highest number of occurrences gets displayed at the top of the list. If two or more records have the same count of keywords, the records are displayed in alphabetical order. | | Incident Rules | The entered keyword is searched in the **Symptom** and **Keywords** fields of the Incident Rules and displays the Incident Rules based on the maximum number of occurrences of the keyword entered. The record with the highest number of occurrences gets displayed at the top of the list. If two or more records have the same count of keywords, the records are displayed in alphabetical order. **Global** | The Global Search icon is available on the top panel of the Application where the users can search for a specific text in the users (User), menu items (Menu), and modules, such as Incident, Request, Asset, Change, Problem, CMDB, Network, Server, Knowledge, and Workorder. 1. To see search results for specific modules, select the checkboxes next to the modules listed below the text box. The Incident and Request checkboxes are selected by default. > [!NOTE] > Note > > - Analysts can see the **Summary** Icon in the Incident ID, Service Request ID, and Change Request ID columns when searching for an Incident, Service Request, or Change Record. Clicking the **Summary** icon allows them to view the summary of these records. > - For End Users, the **Summary** icon does not appear in the Incident ID and SR No columns. However, both End Users and Analysts can see the Summary icon in the CR ID column. ## Language Click **LANGUAGE** icon to select a language in which you want the Apex application pages to be translated. The Language Translation needs to be enabled by the Administrator on the following pages: - Configuring Application Settings (**Enable Online Translation and Online Translation Transcription Scripts fields**) - Mapping Language Translation (**Display LANGUAGE Icon field**) - Configuring Domain (**Display LANGUAGE Icon field**) ## Delegate You can delegate your roles and responsibilities to another user for a specified period (in your absence or any other scenario where you are unable to perform the selected actions). - Based on the Role you delegate to the user, the user can log Incidents or view Incidents. - Based on the Role you delegate to the user, the user can log Service Requests, view Service Requests, or approve Service Requests. - Based on the Role you delegate to the user, the user can approve Change Records. - Based on the Role you delegate to the user, the user can pre-authorize PR, authorize PR, approve RCA, or review RCA. - Based on the Role you delegate to the user, the user can perform the procurement-related activity. To delegate roles, perform the following steps: 1. On the **Quick** **Action** bar, click the **Delegate** icon. 2. On the **User Delegation** pop-up page, fill in the required details. For more information about the fields on the **User** **Delegation** pop-up page, see **Field Description**. 3. Click **Submit** to save the Role delegation. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/user del.png) Figure: User Delegation pop-up **Field Description** The following table describes the fields on the **User** **Delegation** pop-up page. | **Field** | **Description** | | --- | --- | | Delegate User Name | Enter the name of the person to whom you wish to delegate your role. | | Delegate From | Specify the date from which the user can perform the delegated Role. | | Delegate To | Specify the date until which the user can perform the delegated Role. | | Active | Indicates the status set for the delegated user. - If selected, the user will be an active delegated user. - If not selected, the user will be an inactive delegated user. The inactive user details are not available under the **Edit Delegation** section. | | **Role Management** | | Incident Management | - If you select the **Log Incident** check box, the delegated user can log Incidents on your behalf. - If you select the **View Incident** check box, the delegated user can view your Incidents. | | Service Request | - If you select the **Log Service Request** check box, the delegated user can log Service Requests on behalf of you. - If you select the **Approve Service Request** check box, the delegated user can approve Service Requests pending for your approval. - If you select **View Service Request** check box, the delegated user can view your Service Requests | | Asset Management | If you select the **My Asset List** page check box, the delegated user can view the assets assigned to you. | | Change Management | If you select the **Approve** check box, the delegated user can approve the change records on your behalf. | | Problem Management | - If you select the **Pre-Authorize PR** check box, the delegated user can pre-authorize the PR on your behalf. - If you select the **Authorize PR** check box, the delegated user can authorize the PR on your behalf. - If you select the **Approve RCA** check box, the delegated user can approve the RCA of PR on your behalf. - If you select the **Review RCA** check box, the delegated user can review the RCA of PR on your behalf. | | Include Inactive Records | Enable **Include Inactive Records** for the delegated user to view and perform the assigned action on all the inactive records. This is applicable for the selected Modules in Role Management. | | Include Old Records | Enable **Include Old Records** for the delegated user to view and perform the assigned action on the old records. This is applicable for the selected Modules in Role Management. | | Edit IM/SR Delegation | Click to view the list of users to whom you delegated your Role for Incident Management and Service Request Management. You can also modify the delegated Role by clicking the delegate icon. | | Edit CM Delegation | Click to view the list of users to whom you delegated your Role for Change Management. You can also modify the delegated Role by clicking the delegate icon. | | Edit PM Delegation | Click to view the list of users to whom you delegated your Role for Problem Management. You can also modify the delegated Role by clicking the delegate icon. | | Edit Asset Delegation | Click to view the list of users to whom you delegated your Role for Asset. You can also modify the delegated Role by clicking the delegate icon. | ## Alert Alerts are the Bulletins configured by the Administrators. These may be some announcements or information provided by the support team of an organization. To view Alerts, perform the following steps: 1. Click the Alert icon on the quick actions panel. The number on the Alert icon indicates the number of new Alerts. A small pop-up window is displayed with all the alerts. 2. Click **See all Alerts** to view the alerts. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/see all alerts.png) Figure: See All Alerts 3. The alerts are displayed in the application as displayed in the below figure. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/all alerts.png) Figure: All Alerts > [!NOTE] > Note > > The Alerts are configured as **Bulletins** and are also displayed under the **Bulletin** **Board** section. ## Approvals Approvals displays the records that need approval from the logged-in user. Click the Approvals icon on the Application. The number on the Approvals icon indicates the number record(s) pending for approval. The module-wise Approval records are displayed on the Approvals pop-up page. Expand the pending approval accordion to view all the records that is pending for approval. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/notification(1).png) Figure: Approvals > [!NOTE] > Note > > When you click on the Approval item in the top panel, you will be navigated to the approval page to Approve or Reject the request. ## Cart Cart displays the number of items available in the cart. Click the **Cart** icon to view the cart items. ## Help Click the **Help** icon to view the Online help available. You will be able to the Product Documentation site. ## Scripting Script Icon is displayed when enabled on the User’s Edit Profile. For more information, refer to [Custom Script](https://help.symphonysummitai.com/apex/docs/apex2-scripting).