Assign a Customer to a Workgroup

Use the Security Group Manager Members tab to add Customers to a Workgroup so that Customers can share CSM Items and, if configured, record ownership rights.

To add a Customer to a Security Group:

1. Open the Team and Workgroup Manager (CSM Administrator>Security>Edit Teams and Workgroups).
2. Select the Customer Workgroup radio button.

   The Manager lists the existing Workgroups.

3. Click the Customer Workgroup to which you want to assign a Customer (ex: Accounting)
4. Click the Members tab.
5. Click the Add button.

   The Contact Manager opens.

6. Click a Customer to add to the Workgroup, and then click OK.
7. To designate one of the members as a Workgroup manager, select a Customer (member), and then select the Customer Workgroup Manager check box. You can designate more than one manager, if needed.
   Note: 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.

8. Select OK.

   The Customer is added to the Workgroup.

9. Click Save.