Security Groups are used to define access for Administrative and Business Users.  Users can only access candidate data within consoles and dashboards that belong to the attributes specified in the Security Group for which they have been set up. For more details, follow the sections discussed below.

What is a Security Group?

A Security Group is a list of specific HR attribute values that can be accessed by a user.  

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 select the attribute values that are available to users in 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 shows for the Company attribute.  

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. This will limit the user's access to candidate data specific to that company within consoles and dashboards.