One-Step Security Rights

One-Step rights are selected from the Category drop-down on the Rights tab (CSM Administrator>Security>Edit Security Groups).

Right Description (when selected) Grant To:

One-Step Actions?

Rights are organized by scope: Blueprint, Business Intelligence, Global, Role, Site, Team, and User.

The Business Intelligence scope is available only for Automation Processes.

Allows people working with One-Step Actions to:

  • Run: Run One-Step Actions.
  • Add: Create One-Step Actions.
  • Edit: Edit One-Step Actions.
  • Delete: Delete One-Step Actions.

For the Site scope, the following additional options are available:

  • Run other Users: Run Site One-Step Actions (from the One-Step Action Manager) that were created by other Users.
  • Add other Sites: Create One-Step Actions for Sites that belong to other Security Groups.
  • Edit other Sites: Edit One-Step Actions for Sites that belong to other Security Groups.
  • Delete other Sites: Delete One-Step Actions for Sites that belong to other Security Groups.

View/Run Only:

  • Users/Customers
  • Managers

All rights:

  • System administrators
Can configure One-Step Actions to run through a Trusted Agent? Allow: Allows Users to configure One-Step Actions to run on a remote network using Trusted Agents.

This right controls the configuration of One-Step Actions with Trusted Agents, but does not control a User's ability to view or run One-Step Actions configured to use Trusted Agents.

  • System administrators
Can edit One-Step Actions set to explicitly run under any Security Group? Allow: Allows Users to edit One-Step Actions, regardless of the Security Group they are configured to run under.
  • System administrators
Can edit One-Step Actions set to explicitly run under this Security Group? Allow: Allows Users to edit One-Step Actions if their Security Group is the same as the Security Group the One-Step Actions are configured to run under.
  • System administrators
  • Managers
  • Users
Can set One-Step Actions to run under any Security Group? Allow: Allows Users who create and edit One-Step Actions to select any Security Group for One-Step Actions to run under.
  • System administrators
Can set One-Step Actions to run under this Security Group? Allow: Allows Users who create and edit One-Step Actions to select only their current Security Group for One-Step Actions to run under.
  • System administrators
  • Managers
  • Users
Can a User work with the Web Service One-Step Action Action?

Allows people working with Web Service One-Step Action Actions to:

  • View: Access Web Service One-Step Action Actions.
  • Add: Create Web Service One-Step Action Actions.
  • Edit: Edit Web Service One-Step Action Actions.
  • Delete: Delete Web Service One-Step Action Actions.

The ability to set up and use web services also requires security rights.

View/Add/Edit Only:

  • Advanced Users (Level 2 and 3 technicians)

All rights:

  • System administrators
One-Step Actions can access values for fields for which the Security Group doesn't have rights? Allow: Allows One-Step Actions to access values for Fields even if the Security Group the One-Step Action is configured to run under does not have rights to the Field values.
  • System administrators
Run One-Step Actions for groups? Allow: Allows you to run One-Step Actions against groups of records.
  • System administrators
  • Managers