Browser and Mobile Device Security Rights

browser and Mobile Device rights are selected from the Category drop-down on the Rights tab (CSM Administrator>Security>Edit Security Groups).

Right Description (when checked Check Box) Grant To:
Assign login information to groups of Customers (batch)? Allow: Allows selected Users to create Portal login credentials for a batch of Customers (CSM Desktop Client>Customer>Portal Settings>Batch Customer Credentials).
  • System administrators
  • Advanced Users (Level 2 and 3 technicians)

Configure mobile devices?

Rights are organized by scope: Global, Role, and User.

Allow: Allows selected Users to Configure default Cherwell Mobile settings (example: Default Mobile Dashboards, Business Objects, and Actions/One-Step Actions).

The default Cherwell Mobile settings (either Global or Role) are initially configured in CSM Administrator. If Users have security rights, they can override her User (personal) Cherwell Mobile settings from Tools>Options>Dashboard Options.

  • System administrators
  • Managers
  • Users
Edit Self-Service settings? Allow: Allows selected Users to edit Self-Service settings on the Browser and Mobile page in CSM Administrator.
  • System administrators
Login information for Customers?

Allows people working with the CSM Portal to:

  • View: View Portal login credentials for Customers (CSM Desktop Client>Customer>Portal Credentials).
  • Edit: Create/edit Portal login credentials for Customers (CSM Desktop Client>Customer>Portal Credentials).
  • System administrators
  • Managers
  • Users
Portal Right 1-5 Arbitrary right that can be assigned to the Portal. Allow: Allows selected Users to set up to five (5) arbitrary rights assigned to the Portal.
  • System administrators
  • Managers
  • Users
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