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:

In CSM Administrator, open the User Manager.
Select desired User. On the Users tab, choose the appropriate security group in the drop-down.
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.
Save Profile.