CSM 10.4 Documentation

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Configure Security Roles

Grant permission to the CSM security roles to access the CAM mApp® Solution and its One-Step™ Actions. This enables users to edit the Scheduler or associated CIs, and view the CMDB.

To configure security roles:

  1. In CSM Administrator, select the Security category.
  2. Select Edit roles, and then select the IT Service Desk role.
  3. Select the Role Options menu item, and then select Configure task pane.
  4. Ensure the Use default task pane setup option is clear.
  5. Select Add, and then in the Task Pane Section window, select Add.
    The Action Manager opens.
  6. Select the One-Steps category, and then from the Association drop-down list, select Config - Computer.
  7. From the Global folder, select the License Analytics One-Step Action, and then select OK to add the action.
  8. Repeat Steps 5-7 for the remaining two One-Step Actions in the folder: Purchasing and Reports Console.
  9. Select OK in both the Task Pane and the Configure task pane window.
  10. Repeat steps 1-9 for the IT Service Desk Manager role.
  11. Repeat configuration procedures for any company-specific security roles that also require access to the CAM mApp Solution. Do not configure any portal security roles.

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