Add a Batch of Customers to the CSM Portal

Use the CSM Desktop Client to create login credentials for a batch of CSM Portal customers or users.

Good to know:

  • To batch-assign both CSM and Windows credentials, you must run the batch process twice, once for standard, and once for Windows credentials.
  • The easiest way to assign credentials to all customers is to open the Contact Manager and switch to the Search tab. Leave the Search text blank, make sure that Changed is set to Any time, and then select Go.
  • Configuration is required to use Windows credentials. For more information, see Windows Credentials.

To create CSM Portal login credentials for a batch of customers:

  1. In the CSM Desktop Client, open the Contact ManagerCustomer > Contact Manager.
  2. Select a group of customers either by running a saved search or by using the Search tab in the Contact Manager.
  3. Select Customer > Portal Settings > Batch Customer Credentials.
    The Batch Portal Credentials window opens.
  4. From the Field with Login ID drop-down list, select a field that provides the value to use for each customer’s login ID. The value must be unique.

    For CSM credentials, this field is used as a source for the new User ID. For Windows/LDAP credentials, this is the field that holds the customer’s Windows or LDAP ID. When using Active Directory, this field is usually SAMAccountName. The value is combined with a domain to create the full Windows/LDAP User ID.

    If you do not have a field that contains the value that you want, consider creating a calculated field in the Customer Business Object to automatically create the value you want. For example, use First letter of First name + Last name.

  5. Select a Customer Group. The Security Group you select controls access to CSM functionality and data. Customers have their own Security Group, called Portal Customer, in the Starter Database.
  6. Set passwords for the customers. You have several options:
    • Select Randomly generate a password for each customer to generate passwords that adhere to the password setting specified in CSM Administrator. If you select this option, you must select the option to email credentials to each customer; otherwise there is no way for customers to retrieve the password.
    • Select Set password the same for all to provide an identical password for everyone in the group. This is typically not recommended.
    • Select Password is value from Field to pull the value from a field in the customer record. For example, use a phone number or office number, or use a more complex calculated field.
    • Select Set Login ID Field as Windows/LDAP Login to authenticate customers using Windows credentials instead of CSM credentials. If the field being used to provide the credentials is fully qualified in the form of domain\user-id, that identifier is assumed to be the full Windows ID and is used as-is. However, if the field only contains the User ID, there are several options for how the system should try to determine the domain to use. The first two options are only available if customers have been imported from LDAP. When importing from Active Directory, the SAMAccountName does not usually contain the domain, and so one of the following options should be selected. If multiple options are selected, the system tries them each in order until a domain can be determined. You can then select options for determining the domain:
  7. If you selected Set Login ID Field as Windows/LDAP Login, select the option for determining the domain:
    • Attempt to determine domain from LDAP distinguished name: Select this check box to have the system determine if the customer’s distinguished name is stored in a field in the customer record and contains a domain that can be used.
    • Attempt to use domain associated with LDAP customer mapping: Select this check box to use the domain specified in the settings used to import this particular customer.
    • Use this domain: Select this check box, and then provide a domain name.
  8. Define account locking and password reset options:
    • Select Account locked to lock accounts and prevent customers from logging in to the CSM Portal).
    • Select Password never expires to remove password expiration for the users. This overrides any system setting to reset the password. If this option is selected, the User must reset password at next login and Password reset date settings are hidden.
    • Select User must reset password at next login attempt to force a password when customers next log in. This is an immediate reset. Use this setting if customers forget their passwords.
    • Select the User must reset password at next login attempt check box to restrict customers from changing their password. If a password reset is required by the system, the system administrator must reset the password. This restarts any system administrator-scheduled password reset and is an immediate reset.
    • Select the Password reset date check box to prompt customers to change their password on a specific date. Then, select a reset date.
  9. Select the Email customer new credential information check box to send the customer credentials by email. Select Edit email to customize the text that will be sent.

    If you randomly generate a password, select the Email customer new credential information check box; otherwise, there is no way for the customer to retrieve the password.

  10. Select Skip customers with no email addresses to skip assigning credentials to customers who do not have known email addresses.
  11. Select Skip customers who already have login IDs assigned to assign credentials only to new customers. For example, to change everyone's credentials at once, clear this check box. If you add new customers or import new records from Active Directory in bulk and want to assign credentials to the newly added customers, select this check box.
  12. Select OK.