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

  1. Navigate to All > HR Case Management > All HR Cases.
  2. Open an HR case that is assigned to you.
  3. Select a document from the Documents related list.
  4. In Access Settings, enable the Sharing Permissions option.
    The following related lists appear. Perform the required actions:
    Table 1. Sharing permissions options
    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.