Security Design Ideas

CSM provides an OOTB security design to get you started. This design has Security Groups, Roles, and Teams/Workgroups. You can use this design as-is or tailor it to meet the needs of your organization. Design ideas include:

  • Create new Security Groups and define specific functionality and data security rights for each.
  • Define new Roles, and then assign them to Security Groups.
  • Create new Teams/Workgroups, and then add Users/Customers.
  • Configure the Scheduler to regularly import Active Directory data.
  • Integrate with SAML.

    Detailed step-by-step instructions for the above is beyond the scope of this document. Refer to the online help for this detailed information.