Secure documents
Add an extra layer of security on documents that are linked to a case. Grant access to documents with sensitive or private data to groups, users, user criteria or roles.
Before you begin
Role required: sn_hr_core.case_writer
Note: Confirm that the Document Management [com.snc.platform_document_management] plugin is installed.
Procedure
Navigate to All > Agent Workspace for HR Case Management.
From Lists, select an HR case.
Navigate to More > Documents.
Select the required document.
Review the following tabs to perform the necessary actions.
| Tab | Steps |
|---|---|
| Details | Change the access settings from By referenced records to Sharing Permissions.Note: This is a mandatory step. |
| Role Permissions | To grant access to a document based on a role:1. Select New. The Role Permissions modal opens. 2. In the Permission list, select Reader or Writer. 3. In the User Role field, select a value. 4. Select Save. |
| User Criteria Permissions | To grant access to a document based on user criteria:1. Select New. The User Criteria Permissions modal opens. 2. In the Permission list, select Reader or Writer. 3. In the User Criteria field, select a value. 4. Select Save. |
| User Permissions | To grant access to a document based on user permissions:1. Select More. 2. Select User Permissions. 3. Select New. The User Permissions modal opens. 4. In the Permission list, select Reader or Writer. 5. In the User field, select a value. 6. Select Save. |
| Group Permissions | To grant access to a document based on group permissions:1. Select More. 2. Select Group Permissions. 3. Select New. The Group Permissions modal opens. 4. In the Permission list, select Reader or Writer. 5. In the User Group field, select a value. 6. Select Save. |