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How to Manage System?

How to Add an AAD Account?​

  1. Log in to the SERVICEME platform;
  2. Switch to the "Management" platform;
  3. Go to "User Organization > User Management";
  4. Click the "Add" button in the upper right corner of the page to open the Add User window;
  5. In the "Username" field, enter the AAD account, e.g., qa-test04@servicemecloud.com;
  6. In the "Name" field, enter the AAD account name, e.g., QA Test04;
  7. Enable "AAD Account";
  8. Scroll down to the "Email" field and enter the AAD email account, e.g., qa-test04@servicemecloud.com;
  9. Click "OK" to successfully add the AAD account.
  10. Newly added users are disabled by default, and need to be manually enabled via "Enable Status".
  11. The newly added AAD account can now log in to the SERVICEME platform.
tip
  • After synchronizing the AAD account, no functional menus are available. Further assignment of organizational affiliation and role authorization is required.

How to Maintain the Corporate Organization Structure?​

  1. Log in to the SERVICEME platform;

  2. Switch to the "Management" platform;

  3. Go to "User Organization > Internal Organization";

Add a Custom Organization​

  1. Hover over any organization name and click the Add button to open the Add Organization Name window;

  2. Enter a custom organization name in the "Name" field, e.g., Operations Center;
    Enter a custom number in the "Order" field to control the position of the organization in the organizational tree, e.g., 1;

  3. Click "OK" to successfully add the custom organization.

Add a User​

  1. Select the organization where you want to add a user, e.g., Operations Center;
  2. Click the "Add" button to open the Add User window;
  3. In the "Account" dropdown, select a user, e.g., QA Test01;
    In the "Position" dropdown, select a position, e.g., Project Manager;
    In the "Rank" dropdown, select a rank, e.g., Entry Level;
    Enter a custom number in the "Order" field to control the order of the user in the list, e.g., 1;
  4. Click "OK" to successfully add the user.

tip
  • The "Account" data comes from "User Organization > User Management".
  • The "Position" data comes from "User Organization > Position Management".
  • The "Rank" data comes from "User Organization > Rank Management".

How to Manage Role Permissions?​

  1. Log in to the SERVICEME platform;

  2. Switch to the "Management" platform;

  3. Go to "User Organization > Role Permissions";

Add a Custom Role Type​

tip
  • The system has predefined role types: Administrator, Expert, Knowledge.

  1. Click the gear icon to open the "Role Types" window;

  2. Click the "Add" button to open the Add Role Type window;

  3. Enter a custom role type in the "Role Type" field, e.g., Custom Role;
    Enter a custom number in the "Order" field to control the order of the role type in the list, e.g., 1;

  4. Click "OK" to successfully add the custom role type.

Add a Custom Role​

tip
  • The system has predefined roles: Super Administrator, Expert Administrator, Expert User, Knowledge Administrator, Knowledge User.
  • Administrators can view the permissions of predefined roles by clicking the "Edit" button.
  • It is not recommended to delete predefined roles.

  1. Select a role type, e.g., Custom Role;

  2. Click the "Add" button to open the Add Role window;

  3. Enter a custom code in the "Role Code" field, e.g., CustomRole;
    Enter a custom role name in the "Name" field, e.g., Custom Role;
    Enter a custom number in the "Order" field to control the order of the role in the list, e.g., 1;
    Enter a custom description in the "Description" field, e.g., Custom role with module and expert module access.;
    Select custom features in the "Authorized Features" field, e.g., Expert, Knowledge;

  4. Click the "OK" button to successfully add the custom role.

Assign Roles to Users and Organizations​

  1. Select a role, e.g., Expert Administrator;
  2. Click the "Authorize" button to open the Authorization window;

14. Select the organizations and users to authorize, e.g., Operations Center, qa_test01; 15. Click "OK" to complete role authorization.

  1. Authorized users can view the functional menus associated with their role.

How to View Application License Information?​

  1. Log in to the SERVICEME platform;
  2. Switch to the "Management" platform;
  3. Go to "System Configuration > License Information".
tip
  • The page displays sample data for testing purposes.

How to View All Administrator Operation Logs?​

  1. Log in to the SERVICEME platform;

  2. Switch to the "Management" platform;

  3. Go to "System Configuration > Admin Logs".

How to Maintain Multilingual Display Text on the Page?​

  1. Log in to the SERVICEME platform;

  2. Switch to the "Management" platform;

  3. Go to "System Configuration > Multilingual Management";

Maintain a Single Multilingual Display Text​

  1. In the "Multilingual Management" tab, select the multilingual record to maintain, and click the "Edit" button to open the multilingual maintenance window;

  2. Modify the multilingual display text, and click the "Save" button to successfully update the multilingual display text.

Bulk Maintain Multilingual Display Text​

  1. In the "Multilingual Management" tab, click the "Download Template" button to download an Excel template;

  2. Enter the bulk information into the template and save it;

  3. In the "Multilingual Management" tab, click the "Import" button, select the import file, and confirm;

  4. The multilingual display text is successfully imported in bulk.

tip
  • Bulk importing multilingual text is useful for updating multiple texts at once.

How to Add a Language?​

  1. Log in to the SERVICEME platform;
  2. Switch to the "Management" platform;
  3. Go to "System Configuration > Multilingual Management";
tip
  • The system supports Chinese, English, and Japanese by default.
  • Additional system languages must be within the 46 supported language codes.

  1. In the "System Language" tab, click the "Add" button to open the Add System Language window;

  2. Enter the correct language code in the "Code" field, e.g., ja-JP;
    Enter the display text for the language in the "Title" field;
    Upload an icon representing the language in the "Icon" field;
    Enter a custom number in the "Order" field to control the language order in the list, e.g., 3;
    Enter a custom description in the "Description"