Assign Users to Teams and Security Groups

Use the User Manager under the Security Category in CSM Administrator to assign Users to desired Teams and Security Groups.

This functionality is only available if you have applied the Cherwell HR Case ManagementmApp Solution.

To add users to HR Teams, perform the following steps:

  1. In CSM Administrator, open the User Manager.
  2. Select desired User. On the Users tab, choose the appropriate security group in the drop-down.
  3. Select the Teams tab.
    1. Click the Add button.
    2. Click one or more Teams.
    3. Click OK.
    4. To set a default Team, select the Team and click the Default Team button.
  4. Save Profile.