Tour the Browser Client

The Browser Client provides access to CSM through most common web browsers. The main window displays the following items:

Each User has a personal interface that is controlled by login Role and security rights. For example, the default Dashboard (displayed in the main pane upon log in or by clicking the Home button) might display real-time Incidents, Twitter Feeds, or metrics for a Team.

The Browser Client menu bar collapses into a hamburger menu on mobile screens and browser windows sized below 768 pixels. It cannot be configured, but the CSM Items accessed from the menu bar are driven by configurations and personal settings in the Desktop Client. For example, a Saved Search can be created and saved in the Desktop Client and then used in the Browser Client by using the Browser Client Managers.

The Navigation toolbar opens when a record is active in the main pane.