In case you do not want to assign the “Admin” role to your SIGNL4 API member user account, you can follow these steps to create a custom role for that user. The custom role only activates a minimum set of permissions in CWM which are required by SIGNL4.
Create a custom user role
Navigate to System > Security Roles and click the "+" sign to add a new role.
In the Role ID field, type "SIGNL4" and click the Save icon.
The Security Modules page will be displayed on which you need to activate the permissions as documented in the following sections.
Permissions in module “Service Desk”
Activate the following permissions:
Close Service Tickets |
None |
All |
None |
All |
Resource Scheduling |
All |
All |
All |
All |
Service Ticket - Dependencies |
None |
All |
All |
All |
Service Tickets |
None |
All |
None |
All |
Ticket Templates |
None |
All |
None |
All |
Please make sure to enable Resource Scheduling for all Locations or the Location that the API Member is assigned to work with. It is needed for Owner Assignments.
Permissions in module “System”
Activate the following permissions:
API Reports |
None |
None |
None |
All |
Member Maintenance |
None |
None |
None |
All |
My Account |
None |
None |
None |
All |
Table Setup (with customizations for Allow Access) |
All |
All |
All |
All |
· General / Custom Fields |
|
|
|
|
· General / Workflow_Rules |
|
|
|
|
· Service / Service Board |
|
|
|
|
Completion
Save your role and assign it to your API Member that you have created CWM earlier.
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