About Security Groups
Use Security Groups to implement different levels of security. For
example:
- Administrator Security Group: Might have full rights to all CSM functionality and data (view, add, edit, and delete).
- Service Desk Manager: Might have limited rights to CSM functionality and data (view, add, edit, but not delete).
- Service Desk Worker: Might have very limited to limited rights to CSM functionality and data (view or edit only) depending upon Service Desk level (not required).
- Customer (via the Customer Portal):
Might have no rights to
CSM functionality and limited rights (view only) to
CSM data.
Note: To accommodate the differences between Users and Customers, CSM provides two kinds of Security Groups: User and Customer Security Groups.
Security Group properties include:
- Info: Name and description.
- Rights: Security rights to access CSM functionality.
- Business Objects: Security rights to access CSM data (ex: Business Objects/Fields).
- File Attachments: Attachment security rights (ex: Import/link and global overrides).
- Roles: Roles assigned to the Security Group.
- Users:
Users assigned to the Security Group.
Note: The Users tab only displays for User Security Groups. Customers are assigned as part of their Customer Profile, and only if they require Portal login credentials.
CSM provides several OOTB Security Groups. Use these OOTB Security Groups as-is, edit them, or create your own using the Security Group Manager in CSM Administrator.