Permissions

The CSM Module Permissions include:

• CSMAccountAdmin: Allows a person to create training items for learners in the accounts assigned to them.
  
  • The key tasks account admins perform are setting up curriculums for learners in their accounts, setting up classes and document requirements.
• CSMAccountReport: Allows a person to create and run curriculum reports and run scan history reports for the accounts (departments) assigned to them.
• CSMCompanyAdmin: Allows a person to create training items and skillsets for the companies assigned to them.
  • A company admin can perform all the functions that a division admin can.
  • The key tasks account admins perform are setting up curriculums for learners in their companies, setting up classes and document requirements.
• CSMCompanyReport: Allows a person to create and run curriculum reports and run scan history reports for the companies assigned to them.
  
  • The data includes all divisions and accounts that are part of those companies.
• CSMDivisionAdmin: Allows a person to administer training and curriculums for the divisions assigned to them.
  
  • A division admin can perform all the functions that an account admin can.
  • The key tasks account admins perform are setting up curriculums for learners in their divisions, setting up classes and document requirements.
• CSMDivisionReport: Allows a person to create and run curriculum reports and run scan history reports for the divisions assigned to them.
  
  • The report data includes all accounts within those divisions.
• CSMUser: Allows a user to check-in contractors and running scan history reports. This also allows users to review documents that have been uploaded. 
  • This report does not grant access to the CSM module.  

How to Assign CSM Permissions:

The instructions below provide detailed steps on how to grant and delete / inactivate CSM permissions for a user.

CSM User permissions are maintained through the CSM module (contractor permissions are handled through the contractor site), and only users must have CSM Admin permission at the company or division level to grant or delete / inactivate another user's permissions.

How to Grant User's CSM Permissions:

1. Navigate to People > People Information in the CSM module. Users for the organization level are displayed.
2. Find and select the user to grant the CSM permissions. User’s Details form will populate on the Details tab.
3. Select the Permissions tab to add a CSM permission. The existing permissions granted to the selected user will appear in a list on the left side of the screen with the Permission Details form on the right side of the screen.
4. Select New on the toolbar. The Permission Details form will change to a list of available permissions to be granted to the user.
5. Select the checkbox next to the permission to be granted to the user.
6. Select Save to add the permission

How to Delete a User's CSM Permission:

1. Navigate to People > People Information in the CSM module. Users for organization level are displayed.
2. Find and select the user to grant the CSM permissions. User’s Details form will populate on the Details tab.
3. Select the Permissions tab to add a CSM permission. The existing permissions granted to the selected user will appear in a list on the left side of the screen with the Permission Details form on the right side of the screen.
4. Select the Permission to be deleted from the Permission list. The Permission Details form will display the selected permission.
5. Select Delete on the toolbar.
6. Select OK in the pop-up dialog confirmation box to delete the permission. The permission will be removed from the user’s permission list.