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Configure Web Services One-Step Security Rights

Use the Rights tab in the Security Group Manager (in CSM Administrator) to configure the following Web Services One-Step security rights:


Description (when checked Check Box)

Grant To:

Allow calling Web Services from client machine (if allowed by system)?

Allow: Allows selected Users to call Web Services (using a Call a Web Service Action in a One-Step) from a Client machine as opposed to having the server make the call. You can select to have all Web Service calls forced to the server (CSM Administrator>Edit System Settings>Advanced).

Note: The global settings for Web Services must be set to allow calling from a client based on security.

  • System administrators
  • Managers
  • Users

Web Services?

Rights are organized by scope: Global, Role, Team, and User.

Allows people working with Web Services in CSM Administrator and the CSM Desktop Client to:

  • View: Access Web Services.
  • Add: Create Web Services.
  • Edit: Edit Web Services.
  • Delete: Delete Web Services.

View/Add Only:

  • Users/Customers

View/Add/Edit Only:

  • Managers

All rights:

  • System administrators


  • 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).

To configure Web Services 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 Web Services.

    Web Services One-Step Security Rights Window

  5. Click each Web Services 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 One-Step 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