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Configure One-Step Security Rights

Security rights control access to One-Step functionality and are configured in the Security Group Manager in CSM Administrator (CSM Administrator>Security>Edit Security Groups). Use the Rights tab to configure the following One-Step functionality rights.


Description (when checked Check Box)

Grant To:


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

Allows people working with One-Steps to:

  • Run: Run One-Steps.
  • Add: Create One-Steps.
  • Edit: Edit One-Steps.
  • Delete: Delete One-Steps.

View/Run Only:

  • Users/Customers
  • Managers

All rights:

  • System administrators

Can a User work with the Web Service One-Step Action?

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

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

Note: 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

Run One-Steps for groups?

Allow: Allows selected Users to run One-Steps against groups of records.

  • System administrators
  • Managers


  • Security design strategy is very important. Carefully consider the level of access to each scope. For more information, see the OOTB Security Design documentation.
  • Manager security rights control who can access the individual CSM Item Managers and are set separately (Managers category).
  • Security rights control who can access One-Step functionality. The Business Object tab of the Security Groups window (CSM Administrator>Security>Edit security groups) allows Users to configure access to Business Object/field data. While a User may have access to One-Step functionality, data may not be visible without Business Object rights.

To configure One-Step security rights:

  1. Open the Security Group Manager.
  2. In the Group drop-down, select the Security Group to configure security rights (ex: Admin).
  3. Click the Rights tab.
  4. In the Category drop-down, select One-Step.

    One-Step Security Rights Window

  5. Click each One-Step right, and then select the appropriate check box Check Box to:
  6. Click Save Save Button.

See Also

Configure Portal Security Rights

Configure Application Security Rights

Configure Browser and Mobile Device Security Rights

Configure Calendar Security Rights

Configure Chat Service Integration Features Security Rights

Configure Command Manager Security Rights

Configure Dashboard Security Rights

Configure Document Repository Items Security Rights

Configure HTML Pages Security Rights

Configure Knowledge Security Rights

Configure Record Locking Security Rights

Configure Reports Security Rights

Configure Searches Security Rights

Configure Security Features Security Rights

Configure Sites Security Rights

Configure Users Security Rights

Configure Visualization Security Rights

Configure Web Services One-Step Security Rights