Update Security Rights for CSM Portal Users

Use the Security Group Manager in CSM Administrator to update Security Groups.

To define security rights for CSM Portal users:

1. In CSM Administrator, select Security > Edit security groups.
2. In the Security Groups window, select Portal Customer in the Group drop-down list.
3. Select the Business Objects tab.
4. In the Business Object drop-down list, select Work Order.
   1. In the General section, select View, Add, and Edit.
   2. In the File Attachments section, select View, Add, Edit, and Delete.
   3. Select New Field, and then select View and Edit in the General section.
5. Repeat the previous step and substeps with the following Business Objects:
   • Facilities - Contract - Lease
   • Facilities - Contract - Standard
   • Facilities - Copy Service
   • Facilities - ID Badge
   • Facilities - Mail Room Service
   • Facilities - Research
   • Facilities - Scanning Service
   • Facilities - Storage
6. In the Business Object drop-down list, select Work Order Type.
   1. In the General and File Attachments sections, select View.
   2. Select New Field, and then select View in the General section.
7. In the Business Object drop-down list, select Facilities Building.
   1. In the General and File Attachments sections, select View.
   2. Select New Field, and then select View in the General section.
8. Select Save.
9. In the Security Group window, select Facilities in the Group drop-down list.
10. Select the Business Object tab.
11. In the Business Object drop-down list, select Work Order.
12. In the General and File Attachments sections, select Delete.
13. Select Save, and then close the application.