Secure documents

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • 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.

    Vorbereitungen

    Role required: sn_hr_core.case_writer

    Hinweis:
    Ensure that the Document Management [com.snc.platform_document_management] plugin is installed.

    Prozedur

    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.
      Tabelle : 1. Document tab descriptions
      Tab Steps
      Details Change the access settings from By referenced records to Sharing Permissions.
      Hinweis:
      This is a mandatory step.
      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 Save.
      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 Save.
      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 Save.
      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 Save.