Assign a Customer to a Workgroup
Use the Security Group Manager Members tab to add Customers to a Workgroup so that Customers can share CSM Items and, if configured, record ownership rights.
Note: By default, Customers can share record ownership with
their Customer and Manager; however, our Out-of-the-Box (OOTB) system in not
configured to share with Workgroup members.
To add a Customer to a Security Group:
- Open the Team and Workgroup Manager (CSM Administrator>Security>Edit Teams and Workgroups).
- Select the Customer Workgroup radio
button.
The Manager lists the existing Workgroups.
- Click the Customer Workgroup to which you want to assign a Customer (ex: Accounting)
- Click the Members tab.
- Click the
Add button.
The Contact Manager opens.
- Click a Customer to add to the Workgroup, and then click OK.
- To designate one of the members as a Workgroup manager, select a
Customer (member), and then select the
Customer Workgroup Manager check box. You can
designate more than one manager, if needed.
Note: If configured, record ownership rights (View, Add, Edit, Delete rights) can be extended to managers, departments, and Teams/Workgroups, so carefully consider the implications of these relationships.
-
Select OK.
The Customer is added to the Workgroup.
- Click Save.