Create a Security Group

Use the Security Group Manager in CSM Administrator to create a Security Group. When creating a Security Group, define the following properties:

• Info: Name and description.
• Rights: Security rights to access CSM functionality.
• Business Object: Security rights to access CSM data (Business Objects/Fields).
• File Attachments: Attachment security rights (ex: Import/link and global overrides).
• Roles: Roles assigned to the Security Group. You can also designate a default Role for the Security Group.
• Users: Users assigned to the Security Group.

To create a Security Group:

1. Open the Security Group Manager
2. Click the Create New button Down arrow , and then select the type of Security Group (User or Customer):
   • New Cherwell User Security Group: Creates a Security Group for a User (Technician).
   • New Customer Security Group: Creates a Security Group for a Customer (End-user).
     Note: Users and Customers require different levels of security, and therefore, different User and Customer Security Groups.
3. Define general information (Info tab): Name and description.
4. Define security rights (Rights tab): Access to CSM functionality.
5. Define Business Objects rights (Business Objects tab): Access to CSM Business Object/Field data.
6. Define File Attachment rights (File Attachments tab): Attachment security rights (ex: Import/link and global overrides).
7. Assign Roles to the Security Group (Roles tab): You can assign an existing Role or create a new Role.
8. Assign people to the Security Group:
   • Assign Users if it is a User Security Group (Users tab). You can reassign an existing User or create a new User Profile.
   • Assign Customers if it is a Customer Security Group. This is done when you create Portal credentials (CSM Desktop Client>Customer).
9. Click Save .