Security Management Platform Global Settings Current - User Guide

Working with Security Management Platform Global Settings Overview of Security Management Platform Global Settings Signing up for Security Management Platform Global Settings Managing organizations and regions Adding users and groups to an organization Managing your Microsoft Entra tenants and on-premises domains Security Management Platform Home page Configuring settings Documentation roadmap Technical Support

Masthead drop-down menu

Clicking anywhere on your user ID opens the drop-down menu to perform the following tasks:

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View your current Region Name and Organization Name.
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Perform organization management Managing organizations and regions.
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Configure your user settings by clicking My Account.
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Use of Cookies: You can enable or disable the use of a cookie for session monitoring. The initial state of this setting is determined by your response to the cookie notice when you join an organization. Note that this setting is by region. If you join an organization in a different region, you receive the cookie notice again.
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Sign Out from your current session. Note that you are automatically logged out after 120 minutes of inactivity.

AI Assistant

The AI Assistant is embedded in Quest Security Management Platform to help you quickly find answers, guidance, and troubleshooting information—right when you need it.

Instead of manually searching across multiple documents, you can ask questions in natural language. The AI Assistant searches Quest product documentation and knowledge base articles to return relevant, trusted information directly within the platform.

The AI Assistant helps you:

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Understand how features work across Quest Security Management Platform products.
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Find guidance, recommendations, and best practices.
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Locate troubleshooting information and known solutions.
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Navigate product documentation and knowledge base content more efficiently.

The AI Assistant is designed to support both exploration—learning how products and features work—and problem resolution, such as identifying known issues, behaviors, and recommended actions.

Where to Find It

The AI Assistant is available directly within the Security Management Platform interface and is accessible throughout your workflow, making help and guidance easy to reach whenever questions arise.

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Select this icon to open the AI Assistant:
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Select the required product from the drop-down list.
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Enter your question, and click Send.
Using Product Context to Refine Results

To improve accuracy and relevance, you can select a specific product before asking your question. Applying product context narrows the scope of the search and prioritizes documentation and knowledge base content related to the selected product.

For example, selecting Identity Defense ensures that responses focus on content specific to that product rather than broader, cross-platform information.

When you submit a question, the AI Assistant:

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Searches relevant Quest documentation and knowledge base articles.
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Presents answers with citations so you can see where the information came from.
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Suggests follow-up questions to help you explore related topics or investigate further.

This approach allows you to verify sources, gain confidence in the response, and continue researching without starting over.

Announcements and global notifications

Notifications provide timely and valuable updates, making your experience within Security Management Platform easier and more intuitive. You'll find a centralized notification hub, represented by a bell icon in the top-right corner of the masthead. A small badge on the bell will show the number of unread notifications, so you can see new alerts at a glance.

Notifications are designed to be relevant to you, offering contextual information like a download being ready or an important alert about an expired subscription. They deliver information that's just-in-time, ensuring you receive key updates exactly when you need them.

Notifications within Security Management Platform are organized into three categories to help you quickly identify the importance and purpose of each message.

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Needs Attention: These are critical alerts that require your action or awareness, such as an expired subscription.
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Notifications: These are general updates that provide value, like a notification letting you know a file is ready for download.
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Announcements: These messages appear at the top of your notification hub and contain important news, such as feature release, system updates, significant announcements from Quest Product Management.

Managing global notifications

Clicking the bell icon opens a flyout displaying your most recent notifications. You can easily manage them directly from this hub.

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Read vs. Unread: Notifications with a blue edge on the left are unread. Once you interact with one, the edge disappears, and the unread count on the bell icon adjusts automatically.
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Dismiss: To remove a notification from your hub, click the "X" in its top-right corner. Notifications which are considered significant may not provide the ability to dismiss and instead will auto-dismiss after a time-frame or expiry date controlled by Quest.
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Actions: Many notifications include specific actions such as Learn More, View and Download to help you take the next step.
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Stacking: To keep your hub from being cluttered, similar notifications are automatically stacked. For example, if you have multiple files ready to download from the same module, they'll appear as a single item with a hint like "+n similar" where n is the total number of similar notifications. Clicking this hint allows you to expand and view the full list. They will be stacked again the next time you open the hub.
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Accessing Historical Notifications: For a complete history of your alerts, access the full-page notification experience. This view provides a comprehensive record of all notifications from the last 30 days. You can filter and sort this page to find specific past alerts, giving you a full overview of your activity.To manage and view system alerts efficiently, you can apply filters to narrow down notifications by:
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Module: Security Management Platform, Migration, Identity Recovery, and Identity Defense
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Severity:
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Information – General updates or details.
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Success – Completed actions or successful processes.
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Warning – Potential issues that need attention.
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Error – Problems that require corrective action.
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Critical – High-priority issues needing immediate resolution.
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Attention – Items flagged for review.
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NOTE: Filters are temporary and only apply during your current session. They are not saved and will not carry over the next time you access the Security Management Platform portal.
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