The home panel in the system main screen. In this panel, it is possible to add dashboards from a template or select manually. 

In this area, it is also available resources to create shortcuts (links), view reports and dashboards. Contains relevant information.

Discover how to effectively use the home panel on the system main screen to customize your user experience. Learn how to add dashboards from templates or manually, create shortcuts, view reports and dashboards, and access relevant information. Explore opt

Profile

Home Panel

Menu Registration

Administrator

Navigation and User Interface

Setting System URL

Employee Registration

Users

Groups

User Roles

Parameters

Administração de Usuários, Grupos, Papéis e Parâmetros

Initial Settings

Mobile

Log's and Auditing 

Graph Mail

Automatic Action

Automatic Action via E-mail

Notification Automatic Action 

Problem Automatic Action  

Automatic Actions of Incident/Request/Procedure

Change Automatic Actions

Escalation Automatic Action

Automation

Questionnaires Management

Registering Questionnaire

Registering Ticket Template

Registering Questionnaire Category

Configuring E-mail Template

Registering E-mail box

Change E-mail Key Fields

Knowledge Base E-mail Key Fields

Problem E-mail Key Fields

Ticket E-mail Key Fields

Configuring E-mail Account

Configuring Mandatory Fields

Registering Domain Item

Registering Domain

Configuring Views

Customizing Fields 

Parametrization - Mobile

Parametrization - Change

Parametrization - Chat

Parametrization - Configuration

Parametrization - E-mail

Parametrization - Knowledge

Parametrization - LDAP

Parametrization - Problem

Parametrization - Release

Parametrization - Smart Portal

Parametrization - System

Parametrization - Telephony

Parametrization - Ticket

Parametrization - VoIP

Parametrization - Work Order

System Parameters

Configuring Banner Logo

Customizing Knowledge Portal

Configuring Knowledge Portal Filters

System Customization

Configuring CITSmart Environment

Data Import Management

Registering Data Import

Registering External Connections

Running Script

Database Tool

Managing Content Indexing

Data Management

Importing Employee

Loading Metadata

Importing the Service Portfolio

Registering Spreadsheet Template for Employee Import

Registering Spreadsheet Template for Service Portfolio Import

Data and Import

Registering Countries

Registering Location

Registering Unit

Registering Type of Unit

Language and Region

Creating Cycle in Calendar

Registering Working Day

Creating Calendar

Implementing Password Security Rules

Configuring Service to change Password

Unlocking Users 

Safety Recommendations

Oauth2 Authentication using Keycloak

Registering LDAP Connection

CITSmart auto-login -SSO

Configuring Okta in CITSmart

Authentication

Platform Administration