Permission Provisioning

7min

Navigate to the Admin tool 'Manage Permission Roles'
Employee Self Service Permissions to Objects
Apply Document Upload to People Profile
Select 'ESS' Role
Select 'Permission...'
Select 'Employee Views'
Check 'Document Upload'
Apply Permissions to Objects
Select 'ESS'
Select 'Permission...'
Select 'Miscellaneous Permissions'
Set the following Values:
Name
Setting
Notes
Category Link Card 1
View
﻿
Document Type Link Card1
View
﻿
Employee Documents
View / Create
﻿
Employee Documents.EmployeeDocument Child
View Current / Create
Field Overrides
Collection Type Value : No Access
d4iUploadStatus: No Access
Link Card Type 1
View
﻿
Link Card Type 4
View
﻿
Manager Self Service Permissions to Objects
Select 'MSS'
Select 'Permission...'
Select 'Miscellaneous Permissions'
Set the following Values:
Name
Setting
Notes
Category Link Card 3
View
﻿
Document Type Link Card3
View
﻿
Link Card Type 1
View
﻿
Link Card Type 2
View
﻿
HRBP Permissions to Objects
Select 'HRBP Role'
Select 'Permission...'
Select 'Miscellaneous Permissions'
Set the following Values:
Name
Setting
Notes
Category Link Card 1
View
﻿
Category Link Card 3
View
﻿
Document Type Link Card 1
View
﻿
Document Type Link Card 3
View
﻿
HR Employee Documents
View Current / View History / Create / Correct / Delete
﻿
HR Employee Documents.HREmployeeDocumentChild
View / Correct / Create / Delete
Field Overrides
Collection Type Value : No Access
d4iUploadStatus: No Access
Link Card Type 1
View / Edit
﻿
Link Card Type 2
View / Edit
﻿
Link Card Type 3
View / Edit
﻿
Link Card Type 4
View / Edit
﻿
﻿
Client Administrator Permissions to Objects
Select 'Client Administrators Role'
Select 'Permission...'
Select 'Miscellaneous Permissions'
Set the following Values:
Name
Setting
Notes
Category Link Card 1
View
﻿
Category Link Card 3
View
﻿
Document Type Link Card 1
View
﻿
Document Type Link Card 3
View
﻿
HR Employee Documents
View Current / View History / Create / Correct / Delete
﻿
HR Employee Documents.HREmployeeDocumentChild
View / Correct / Create / Delete
Field Overrides
Collection Type Value : No Access
d4iUploadStatus: No Access
Link Card Type 1
View / Edit
﻿
Link Card Type 2
View / Edit
﻿
Link Card Type 3
View / Edit
﻿
Link Card Type 4
View / Edit
﻿
﻿

Name	Setting	Notes
Category Link Card 1	View
Document Type Link Card1	View
Employee Documents	View / Create
Employee Documents.EmployeeDocument Child	View Current / Create	Field Overrides Collection Type Value : No Access d4iUploadStatus: No Access
Link Card Type 1	View
Link Card Type 4	View

Name	Setting	Notes
Category Link Card 3	View
Document Type Link Card3	View
Link Card Type 1	View
Link Card Type 2	View

Name	Setting	Notes
Category Link Card 1	View
Category Link Card 3	View
Document Type Link Card 1	View
Document Type Link Card 3	View
HR Employee Documents	View Current / View History / Create / Correct / Delete
HR Employee Documents.HREmployeeDocumentChild	View / Correct / Create / Delete	Field Overrides Collection Type Value : No Access d4iUploadStatus: No Access
Link Card Type 1	View / Edit
Link Card Type 2	View / Edit
Link Card Type 3	View / Edit
Link Card Type 4	View / Edit

Name	Setting	Notes
Category Link Card 1	View
Category Link Card 3	View
Document Type Link Card 1	View
Document Type Link Card 3	View
HR Employee Documents	View Current / View History / Create / Correct / Delete
HR Employee Documents.HREmployeeDocumentChild	View / Correct / Create / Delete	Field Overrides Collection Type Value : No Access d4iUploadStatus: No Access
Link Card Type 1	View / Edit
Link Card Type 2	View / Edit
Link Card Type 3	View / Edit
Link Card Type 4	View / Edit

d4iFolderLink

Export Category and Document Type