The User Types define the different types of users based on which the Analysts address the Service Requests (SRs). When the SRs are raised by the user belonging to a particular User Type, the SRs are displayed along with these indicators highlighting the criticality of the SRs. This helps the Analysts to prioritize the SRs assigned to them. You can configure and modify User Types for a Tenant.
To configure User Types, perform the following steps:
Navigate to Request > Configuration > Others > User Type.
The User Type page is displayed.
Figure: User Type
On the User Type page, click Add New on the ACTIONS panel.
Select the Department and type in the new User Type details. For information about the fields on the User Type page, see Field Description.
Click Submit. A new User Type is configured.
Additional Access
The Administrator can provide access to additional User Types to a user. Hence, the users can access additional Service Catalogs.
For Example
A user belonging to User Type VIP can also be provided access to User Types Admin and HR. Hence, the user can access the Service Catalogs of the User Types VIP, Admin, and HR.
Note
The Lock
and Unlock
icons on Additional Resource Access column indicate whether the additional access is configured or not configured for the user.
To provide additional access to users, perform the following steps:
Click the Configure additional User Type link in the Additional Resource Access column on the User Type page.
On the Additional User Type Access to Catalog pop-up, select the User Type from the User Type dropdown list. The Administrator can select specific User Type or multiple User Types.
Select the Active checkbox.
Click Submit. The specified user is provided access to multiple User Types.
Figure: Additional User Type Access To Catalog pop-up
Click the
icon to deactivate the User Type.Click the
icon to delete the User Type.
Field Description
The following table describes the fields on the USER TYPE page:
Field | Description |
|---|---|
Details | |
Name | Type in a name for the User Type. |
Priority | Select the Priority for the User Type. |
Impact | Select the Impact value for the User Type |
Highlight Color | Provide a highlight color. The SRs logged by this User Type will be displayed in this highlight color. |
Resource | Type in the resource name added to this User Type. You can also search for a resource using the Search icon. |
Active | Indicates the status of the User Type.. If selected, the User Type becomes an available option on the other pages of the application. If not selected, the User Type becomes an inactive value. The inactive User Types are not displayed in the User Type list on the other pages of the application. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the USER TYPE page.
Show List
Click Show List to display the LIST table showing all the User Types configured for the selected Department. Figure: USER TYPE page: List of User Types
To edit a User Type, click the Name of the User Type. Make appropriate changes and click Submit.
To display the inactive User Types, click the Include Inactive checkbox.
Notes
When the User Types are displayed under the LIST table, the button ADD NEW, IMPORT and IMPORT USER TYPE RESOURCE MAPPING icons are displayed on the ACTIONS panel.
Click Add New to configure a new User Type.
Click Import to update or create multiple User Types, importing the Master Excel template. Upon clicking IMPORT, you will be redirected to the Excel Masters Import page, where you can download the excel template and fill the required data to update in the USER TYPE page.
Click IMPORT USER TYPE RESOURCE MAPPING to configure multiple User Type and E-mail Ids. Upon clicking IMPORT USER TYPE RESOURCE MAPPING, you will be redirected to the EXCEL MASTERS IMPORT page, where you can download the excel template and fill the required data to update in the USER TYPE page.