User/Customer Worksheet
Use the following worksheet to determine to which Security Group and Teams/Workgroups each User/Customer is assigned.
Good to know:
- A User often functions as both a User and a Customer in CSM. For example, a service desk technician performs User functions but is a Customer of the HR Department. If the User is also a Customer, he must have a User Profile AND a Customer record.
- If configured, record ownership rights (View, Add, Edit, Delete
rights) can be extended to managers, departments, and Teams/Workgroups, so
carefully consider the implications of these relationships.
Important: Our OOTB system is configured so that Users can share records with managers, departments, and Team members. However, Customers are configured to share only with managers and departments.To extend rights to Workgroup members, you must configure extended ownership rights on the records you want to share.
User/Customer Worksheet: Make applicable role selections for each person. | |||
Name: |
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Role: User | Role: Customer | ||
Security Group | Teams | Security Group | Workgroups |
(Select One per User)
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(Select All That Apply)
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(Select One per Customer)
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(Select All That Apply)
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Example: Name: Andrew Simms | |||
User | Customer | ||
Security Group | Teams | Security Group | Workgroups |
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