Account > Add Login
In the "Account" section, new employees can be invited to the tool.
Regular Login
A regular login is one with which a person logs in via email and password.
1: A new login is created with name and email. The system automatically sends the person an invitation.
2 key: The invitation can be sent again if it somehow did not arrive. The invitation link can also be copied and sent in a separate email.
SSO with Microsoft Office 365
If your company uses Microsoft Office 365, you can also set SSO via the company login. This saves you from having to create a manual login.
However, IT usually has to approve this.
Further details can be obtained on request from support.
Employees who log in via SSO get access to the analysis, dashboard and team history by default.
If you need additional rights (such as manager, admin), then you must also be invited as such in the "Login" area.
These employees can then sign up in 2 ways. Via username/password or via company SSO.
Recipients for Dashboard Email
Dashboard Email recipients: They must have already logged in to the application (SSO or username/password) to appear on the sending list.
Data > Sort metafields (Filterfields)
In the Analysis, Team History and Dashboard, you will always encounter filter fields.
In the "Data" settings area, you can set the display order of the filters and also hide certain filters.
Drag and drop: You can move the order with the mouse.
Hide: This field can be hidden in the team history. It is then not available for selection there. This allows you to concentrate on the important fields.
Data > Advanced settings: Maintenance tips, team history comment approval
In the "Data" area, you can find more settings. These settings are usually preset by support.
1) Show maintenance tips: With this function, preventive measures and root cause analysis (RCA) potential are proactively displayed by the software in the analysis. The "Automatic screening" function also only works if this checkbox is activated.
2) Team history/solution lookup enabled: Team History and solutions will only be displayed if this checkbox is checked. This checkbox is usually not active at the beginning until there is enough data in the system for Peoplegeist support to train the AI on the texts
Peoplegeist Support activates this feature in consultation with you.
3) Team History/solution require comment approval: If this is enabled, troubleshooting tips must first be approved manually. Only "approved" solutions are displayed to employees in the search.
