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Outlook Integration Security Rights

Outlook Integration rights are selected from the Category drop-down on the Rights tab (CSM Administrator>Security>Edit Security Groups).

Right Description (when checked Check Box) Grant To:
Can set the default configurations for the system and for Roles? Allow: Allows selected Users to configure default Outlook Integration Configurations for all Users and/or for each Role.
  • System administrators
Can a User run the Outlook integration? Allow: Allows selected Users to run the Outlook Add-In within Microsoft Outlook.
  • System administrators
  • Managers
  • Users
Outlook integration item management?

Allows people working with the Outlook Integration Manager to:

  • View: Access Outlook Integration Configurations.
  • Add: Add Outlook Integration Configurations.
  • Edit: Edit Outlook Integration Configurations.
  • Delete: Delete Outlook Integration Configurations.

View/Add/Edit Only:

  • Users
  • Managers

All rights:

  • System administrators

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