If enabled when running the Apply mApp Wizard, the following
HRSM Portal Security Groups are implemented with the Cherwell HRSM mApp®
Solution.
If you have customized any of the Portal Customer or Portal Workgroup Manager Security
Groups, you should manually configure the HRSM Portal Security Groups rather than applying
them with the mApp Solution
because your custom data will be overwritten by the new data applied. To manually configure HRSM Portal Security Groups:
- Open CSM Administrator and select .
- In the Group list, select Portal
Customer. (Repeat these steps for Portal Workgroup Manager and any additional
Portal Security Groups.)
- Select the Business Objects tab.
- In the Business Object list, select the following Business
Objects and settings:
HRSM Case |
- General: View, Add, Edit
- Limit Records (select one option or the other):
- Customer Display Name = CurrentUserDisplayName()
- All of the following:
- Submit on behalf of Name = CurrentUserDisplayName()
- Send Notifications to On Behalf of equals true
- File Attachments: View, Add, Delete
- New Field: View, Edit
|
HR Task |
- General: View, Edit
- File Attachments: View, Add, Delete
- New Field: View, Edit
|
Knowledge - HR |
- Limit Records: Status = Published, Visible in Portal = True
- File Attachments: View
- New Field: View, Edit
|
Checklist Item |
- General: View, Add
- File Attachments: View
- New Field: View, Edit
|
Case Type, Case Category, Case Priority, Case Subcategory,
Case Service, Case Service List |
- General: View
- New Field: View
|
HR Specifics - All group members |
- General: View, Add, Edit
- File Attachments: View
- New Field: View, Edit
- AdditionalDetails
- Benefit Change
- Direct Deposit
- Disciplinary Action
- Employee Information Change
- Employee Offboarding
- Employee Transfer
- Employment Verification
- FMLA
- General Leave
- HR System Access
- I9
- Modify W4
- Retirement
- SF-256
- SF-85
- Tuition Reimbursement Pre-Approval
- Tuition Reimbursement Request
- Visa Assistance
- Visa Question
- W4 Modify
|