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

1. Navigate to All > Agent Workspace for HR Case Management.
2. From Lists, select an HR case.
3. Navigate to More > Documents.
4. Select the required document.
5. Review the following tabs to perform the necessary actions.

   Table 1. Document tab descriptions

   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: Select New. The Role Permissions modal opens. In the Permission list, select Reader or Writer. In the User Role field, select a value. Select Save.
   User Criteria Permissions	To grant access to a document based on user criteria: Select New. The User Criteria Permissions modal opens. In the Permission list, select Reader or Writer. In the User Criteria field, select a value. Select Save.
   User Permissions	To grant access to a document based on user permissions: Select More. Select User Permissions. Select New. The User Permissions modal opens. In the Permission list, select Reader or Writer. In the User field, select a value. Select Save.
   Group Permissions	To grant access to a document based on group permissions: Select More. Select Group Permissions. Select New. The Group Permissions modal opens. In the Permission list, select Reader or Writer. In the User Group field, select a value. Select Save.