Secure HR case attachments

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: sn_hr_core.basic or sn_hr_core.case_writer

    Procedimento

    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:
      Tabela 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.