Secure HR case attachments
Add an extra layer of security on attachments that are linked to a case. Grant access to attachments with sensitive or private data to groups, users, user criteria or roles.
Before you begin
Role required: sn_hr_core.basic or sn_hr_core.case_writer
Procedure
Navigate to All > HR Case Management > All HR Cases.
Open an HR case that is assigned to you.
Select a document from the Documents related list.
In Access Settings, enable the Sharing Permissions option.
The following related lists appear. Perform the required actions:
| Related list | Steps |
|---|---|
| Role Permissions | To grant access to a document based on a role:1. Click 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. Click Submit. |
| User Criteria Permissions | To grant access to a document based on user criteria:1. Click 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. Click Submit. |
| User Permissions | To grant access to a document based on user permissions:1. Click More. 2. Select User Permissions. 3. Click New. The User Permissions modal opens. 4. In the Permission list, select Reader or Writer. 5. In the User field, select a value. 6. Click Submit. |
| Group Permissions | To grant access to a document based on group permissions:1. Click More. 2. Select Group Permissions. 3. Click 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. Click Submit. |
Parent Topic:Work an HR case