To navigate to the document, manage access feature, follow these steps:
- Navigate to the main navigation header bar and click on Candidates for example.
- You will find a list of all candidates. By clicking on a candidate, you will be redirected to the Candidate Summary page.
- Go to the Documents section and click on the three-dot button and select Manage Access.
Information: To read more on how to upload a document, click here: Upload a Document.
Note: You cannot manage access or delete documents uploaded by other employees.
Candidate - Documents - Manage Access
- A popup appears showing you all the access modes and permissions.
- Choose an access modes from the listed three options which is Confidential, Protected and Public.
Information: Confidential: Only admin users and team members have access to the document data.
Protected: Information that is highly sensitive and restricted to a very limited number of individuals.
Public: Information that can be accessed by anyone without restrictions. It is not sensitive and is meant for a wide audience.
- We have enabled View, Edit and Delete permissions by default for all the access modes. However, you can define the access permissions as per your requirements.
Note: To define the access permissions (view, edit, or delete), navigate to General Masters > Access Permissions > Settings. The permissions you define here will appear on document manage access page.
General Masters - Access Permission - Settings
Information: View Permission: When the View permission is enabled, users can see the documents but cannot make any changes to them.
Edit Permission: When the Edit permission is enabled, users can both view and make changes to the documents.
Delete Permission: When the Delete permission is enabled, users can view, edit, and delete the documents.
Information: If the View permission is disabled, users cannot edit or delete the document because they won't have access to see the document in the first place.
If the Edit permission is disabled, users can still view the documents (if you have View permission) but cannot make any changes to them. They also cannot delete the documents.
When the Delete permission is disabled, users can still view and edit the documents (if they have View and Edit permissions), but they cannot delete the documents.
- Upon selecting an access mode, click on Grant Access. If you later decide to revoke the document's access, click on Revoke Access.
Note: The revoke action will only be enabled once access to the document has been granted.
Manage Access - Access Modes - Access Levels
Information: To read more on how to share a document, click here: Share Document(s).