CSM Browser Client Good to Know

Use these tips for helpful information on the CSM Browser Client.

  • Some features behave differently in the Browser Client than they do in the Desktop Client. See CSM Client Feature Parities and Differences.
  • The Browser Client menu bar collapses into a hamburger menu on mobile screens and browser windows sized below 768 pixels. It cannot be configured, but the CSM Items accessed from the menu bar are driven by configurations and personal settings in the Desktop Client. For example, a saved search can be created and saved in the Desktop Client, and then used in the Browser Client.
  • The Browser Client consumes a CSM license. Licensing controls how many users can log into CSM. CSM uses a concurrent or "floating" licensing model. This means that a fixed number of licenses are shared among a group of users/customers, and that a fixed number of people can simultaneously access the product. License codes determine the number of people who can log in at any given time.
  • Some forms have a special browser view. This means some information in a form is displayed (such as client name), while other sensitive or secure information (such as social security number) is blocked out. While this is predominantly the case with the CSM Portal, the Browser Client can be configured to do this through CSM Administrator.
  • Security rights control access to CSM functionality and are configured in the Security Group Manager in CSM Administrator (Security > Edit Security Groups). For more information, see Configure Browser and Mobile Device Security Rights.