Assign Users to Teams and Security Groups

Use the User Manager under the Security Category in CSM Administrator to assign Users to desired Teams and Security Groups.

Note: This functionality is only available if you have applied the Cherwell HR Case Management mApp Solution.

To add users to HR Teams, perform the following steps:

  1. In CSM Administrator, open the User Manager.
  2. Select desired User. On the Users tab, choose the appropriate security group in the drop-down.
  3. Select the Teams tab.
    1. Click the Add button.
    2. Click one or more Teams.
    3. Click OK.
    4. To set a default Team, select the Team and click the Default Team button.
  4. Save Profile.