Update Security Rights for Customer Portal Users

Update security groups to define view, add, edit, and delete rights.

To define security rights for Customer Portal users:

  1. In CSM Administrator, select Security > Edit security groups.
  2. In the Security Groups window, select Portal Customer in the Group drop-down list.
  3. Select the Business Objects tab.
  4. In the Business Object drop-down list, select Work Order.
    1. In the General section, select View, Add, and Edit.
    2. In the File Attachments section, select View, Add, Edit, and Delete.
    3. In the Work Order fields list, select New Field, and then select View and Edit in the General section.
  5. Repeat the previous step and substeps with the following Business Objects:
    • Facilities - ID Badge
    • Facilities - PPE Supplies
  6. In the Business Object drop-down list, select Work Order Type.
    1. In the General and File Attachments sections, select View.
    2. In the Work Order fields list, select New Field, and then select View in the General section.
  7. In the Business Object drop-down list, select Facilities Building.
    1. In the General and File Attachments sections, select View.
    2. In the Work Order fields list, select New Field, and then select View in the General section.
  8. Select Save.
  9. In the Security Groups window, select Facilities in the Group drop-down list.
  10. Select the Business Object tab.
  11. In the Business Object drop-down list, select Work Order.
  12. In the General and File Attachments sections, select Delete.
  13. Select Save, and then close the Security Groups window.