Define Security Rights and Chat Settings for Portal Customers and Workgroup Managers

Use CSM Administrator to define security rights and chat settings.

Note: This functionality is only available if you have applied the BeyondTrust Remote Support mApp® Solution. For more information, refer to the mApp Solution Tech Notes documentation.

To define security rights for Portal Customers and Workgroup Managers:

In CSM Administrator, select Security and then select Edit security groups.
In the Security Groups window, from the Group drop-down list, select Portal Customer.
Select the Business Objects tab.

Option Description

Business Object drop-down list Select Journal History.

General Select the Add check box.
Select the New Field Business Object.

Option Description

General Select the Edit check box.
From the Business Object drop-down list, select the Journal - Integrations Audit.

Option Description

Business Object Select Journal-Integrations Audit.

General Select the Add check box.
Select the New Field Business Object.

Option Description

General Select the Edit check box.
Select the Rights tab.
From the Category drop-down list, select Chat Service Integration Features.

Verify the Chat rights for the Portal Customer are available.
Select Save.
From the Group drop-down list, select Portal Workgroup Manager. Repeat steps 1-9 for Portal Workgroup Managers.

Option	Description
Business Object drop-down list	Select Journal History.
General	Select the Add check box.

Option	Description
Business Object	Select Journal-Integrations Audit.
General	Select the Add check box.