OOTB Security Groups

CSM provides the following OOTB Security Groups:

• Admin: Used for CSM System Administrators. Typically, these Users can delete groups of records and administer the system.
• Anonymous Browser: Used for CSM Users/Customers who need to access CSM Browser and Mobile Applications without logging in.
• IT Service Desk Level 1: Used for CSM Service Desk Technicians. Typically, these Users can add/edit/delete items in their User Folders but cannot modify records in their final state, delete records, or administer the system.
• IT Service Desk Level 2 & 3: Used for CSM Service Desk Technicians. Typically, these Users can add/edit/delete items in their User Folders but cannot modify records in their final state, delete records, or administer the system.
• IT Service Desk Manager: Used for CSM Service Desk Managers. Typically, these Cherwell Users can add/edit/delete items in their Team's Folder and in their User Folders but cannot modify records in their final state, delete groups of records, or administer the system.
• Portal Customer: Used for Customers accessing CSM via the Portal. Typically, these Customers have rights to view and edit their own records.
• Portal Workgroup Manager: Used for Customers accessing CSM via the Portal who manage teams in their organizations. Typically, these Customers have rights to view and edit their own records, as well as the ability to view and edit their Workgroup members' records.

Use these OOTB Security Groups as-is, edit them, or create new Security Groups using the Security Group Manager in CSM Administrator.