Update Security Rights for Portal Customers
Use the Security Group Manager in CSM Administrator to update Security Groups.
Note: This functionality is only available if you have applied the Cherwell HR Case Management mApp Solution.
To define security rights for Portal Customers (and any additional Portal Security Groups), perform the following steps:
- Open the Security Group Manager.
- In the Security Group window, select Portal Customer in the Group drop-down.
- Select the Business Object tab.
- In the Business Object drop-down, select the
HR Case
Object. In the General and File Attachment sections, add
the following options:
Object Check General Add File Attachments View, Add, Delete Bottom of form Different rights based on requestor Record Requestor View, Edit - Select
New Field in the Business Object pane, then
check the following options:
Object Check Record Requestor View, Edit - In the Business Object drop-down, select the
Checklist Item Object. In the General and File
Attachment sections, select the following options:
Object Check General View, Add - Select
New Field and check the following options:
Object Check General View, Edit - In the Business Object drop-down, select the
HR Additional Details Object. In the General
and File Attachment sections, select the following options:
Object Check General View, Add, Edit File Attachments View - Select
New Field and check the following options:
Object Check General View, Edit - Repeat steps 8 & 9 with the same options for the following
Business Objects:
- HR Benefit Change
- HR Contact Info Change
- HR Off Board
- HR On Board
- HR Transfer
- In the Business Object drop-down select the
Phase Set Object. In the General and File
Attachment sections, select the following options:
Object Check General View - Select
New Field
and check the following options:
Object Check General View - Repeat steps 11 & 12 with the same options for the following
Business Objects:
- Case Type
- Case Category
- Case Subcategory
- Click Save.