Secure documents

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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:
    Ensure 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:
      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.