Use the
CSM Desktop Client
to create login credentials for an individual
CSM Portal
customer or user.
Good to know:
- Configuration is required to use Windows credentials. For more
information, see
Windows Credentials.
- If you provide a Windows/LDAP ID, omit the
CSM login ID and password.
To create login credentials for an
individual customer:
- In the
CSM Desktop Client,
open the
Contact Manager
().
- Create or select a customer record.
- On the menu bar, select
.
The
Portal Credentials window opens.
- Select the
Customer configured to use Cherwell Portal
check box to enable the customer to log in to the Portal.
- Select a
Customer Group. The Security Group you select
controls access to
CSM functionality and data. Customers have their own Security Group,
called Portal Customer, in the Starter Database.
- Provide a login ID:
- To use
CSM credentials, provide a unique login ID.
- To use Windows credentials or LDAP credentials instead of
CSM credentials, provide the
Windows Login ID.
- Provide a password or select the
Auto-generate a new password for this Customer
check box to have the system randomly generate a password.
- Select the
Email customer new credential information
check box to send the customer credentials by email. Select
Edit email to customize the text that is
sent.
If you randomly generate a password, select the
Email customer new credential information
check box; otherwise, there is no way for the customer to retrieve the
password.
- Define account locking and password reset options:
- Select
Account locked to lock an account and
prevent the customer from logging in to the
CSM Portal).
- Select the
Password never expires check box to remove
password expiration for this user. This overrides any system setting to reset
the password. If this option is selected, the
User must reset password at next login and
Password reset date settings are hidden.
- Select
User cannot change password to restrict a
customer from changing a password. If a password reset is required, the system
administrator must reset the password.
- Select
User must reset password at next login
attempt to force a password when the customer next logs in. This is
an immediate reset. Use this setting if customers forget their passwords.
- Select the
Password reset date check box to prompt
customers to change their password on a specific date. Then, select a reset
date.
- Select
OK.