OOTB Security Design

CSM provides an OOTB security design to get new systems started. This design has all the Security Groups, Roles, and Teams/Workgroups to successfully access CSM features and CSM data. We recommend implementing this OOTB design and adding Users and Customers by creating User and Customer Profiles. Later, edit the security design or create a new security design to meet specific organizational needs.

Use the User/Customer Worksheet to determine to which Security Group and Teams/Workgroups each User/Customer is assigned.

Below is a high-level summary of the OOTB security design. For a detailed design spreadsheet, refer to the CSM OOTB Security Design Spreadsheet (posted to our Support Portal).

Security Groups
	Administrator	Service Desk Manager	Service Desk Level 1, 2, or 3	Portal Workgroup Manager	Portal Customer
Roles	Service Desk Technician Service Desk Manager	Service Desk Manager	Portal End-User	Portal End-User	Portal End-User
Typical Rights	Viewer: Access to data (General Customer, Executives, etc.). Service desk: Access to record logging. Design: Access to design functionality (example: Can create, edit, or delete Dashboards). Administrator: Access to administrative functions and tools (example: Security and settings).
Functionality
View, Add, Edit, Delete, Allow, Run, Open	Full	Most service desk, some design, some administrator.	Some service desk, limited design, no administrator.	Limited service desk, no design, no administrator.	Very limited service desk, no design, no administrator.
Data
View, Add, Edit, Delete, Allow, Run, Open	Full	Most	Some	Limited	Very limited