Update Security Rights for Portal Customers

Use the Security Group Manager in CSM Administrator to update Security Groups.

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

To define security rights for Portal Customers (and any additional Portal Security Groups), perform the following steps:

  1. Open the Security Group Manager.
  2. In the Security Group window, select Portal Customer in the Group drop-down.
  3. Select the Business Object tab.
  4. In the Business Object drop-down, select the HR Case Object. In the General and File Attachment sections, add the following options:
    Object Check
    General Add
    File AttachmentsView, Add, Delete
    Bottom of formDifferent rights based on requestor
    Record RequestorView, Edit
  5. Select New Field in the Business Object pane, then check the following options:
    ObjectCheck
    Record RequestorView, Edit
  6. In the Business Object drop-down, select the Checklist Item Object. In the General and File Attachment sections, select the following options:
    ObjectCheck
    GeneralView, Add
  7. Select New Field and check the following options:
    ObjectCheck
    GeneralView, Edit
  8. In the Business Object drop-down, select the HR Additional Details Object. In the General and File Attachment sections, select the following options:
    ObjectCheck
    GeneralView, Add, Edit
    File AttachmentsView
  9. Select New Field and check the following options:
    ObjectCheck
    GeneralView, Edit
  10. Repeat steps 8 & 9 with the same options for the following Business Objects:
    • HR Benefit Change
    • HR Contact Info Change
    • HR Off Board
    • HR On Board
    • HR Transfer
  11. In the Business Object drop-down select the Phase Set Object. In the General and File Attachment sections, select the following options:
    ObjectCheck
    GeneralView
  12. Select New Field and check the following options:
    ObjectCheck
    GeneralView
  13. Repeat steps 11 & 12 with the same options for the following Business Objects:
    • Case Type
    • Case Category
    • Case Subcategory
  14. Click Save.