Security Groups are used to define access for Administrative and Business Users. They can be configured based on specific requirements by combining multiple attribute values for a given attribute. Once a Security Group is assigned to a user through the Manage Users/Contacts page, the user can access candidate data within consoles and dashboards that are restricted to the attribute values defined in the assigned Security Group. For example, if a Security Group is created for Manufacturing and Services companies and assigned to an HR Specialist, the user will only be able to view New Hire data related to those companies within their consoles and dashboards.

Who can access Security Groups?

Users with System Administrator role can access Security Groups.

How do you access Security Groups?

Click the menu icon on the left and select "Manage Security Groups" from the navigation menu.

How do you create a Security Group?

Select an attribute for which you would like to create a Security Group.

Click "Add" to add an entry for a new Security Group.

Enter a description for the Security Group. To select the attribute, click the lookup icon for "Attribute ID".

Select an attribute value to be included in the Security Group.

Click the "Add" icon to add another attribute value for the Security Group.

Repeat the lookup process, selecting a different attribute value. After adding all the values, click "Save".

The newly created Security Group now appears for the Company attribute. 

Note: This Security Group now appears in the lookup prompt for the Company attribute when assigning Row Level Security to a user in the Manage/Contact Users setup. For details on assigning a Security Group to a user, refer to the following section.

Similar to this, you can add as many Security Groups as you need for any attribute(s).

How do you assign a Security Group to a user?

The Security Group access for a user is set up in Manage Users/Contacts. As an example, let us create a new Security Group for the Company attribute.

Enter the Security Group description, select the Attribute ID and save.

The new Security Group shows for the Company as given below.

Let us assign this newly created Security Group to a user. Navigate to Manage Users/Contacts and access the user page. 

Create a new user/contact or edit an existing user. For more details on adding a new user, please click here.

On the Invite/Edit User page, configure the Row Level security to the newly created Security Group and save the changes. Thus the user will have access to candidate data specific to that company within consoles and dashboards.