Enterprise Recruitment Marketing Platform. User Permissions and Settings Image Maps

Transcription

1 Enterprise Recruitment Marketing Platform User Permissions and Settings Image Maps Date: November 2017

2 Enterprise Table of Contents Core Navigation Maps... 3 Job Marketing Maps... 9 Event Campaign Maps...19 Marketing Campaigns Maps...28 Contacts Maps...32 Report Maps...41 Configuration Maps...44 SmashFly Technologies 2016 For Authorized Customers only Page 2

3 CORE NAVIGATION MAPS

4 Displays only if user has access to more than one database. By default, users have access to all databases unless otherwise specified by CRM database access today. If user is a CRM licensed user, available databases are those listed in Configuration > Databases > Access links per database. Always present Always present S055=1 & P090 S058=1 & P068 P128 P009 P056 P059 + at least one report permission

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6 P128 P128 & P048 Always present

7 S040. On login, user's default DB is selected. User default is initially prescribed by the master default setting. User must have access to between 2 and 8 databases for this section to display. If user has access to more than 8 databases, a Search box and Search icon display above the list of databases.

8 Search box displays only if user has access to more than eight databases

9 JOBS MARKETING MAPS

10 Prevail Corporation - Proprietary Information S130. If text exists, it displays here and shifts down the page content. P077 OR P078 For custom status columns from the ATS, if the column appears on the job, it is also available in the Customize screen for including in customized views. (See Job Metrics screen for sample statuses.)

11 P077 Launch job campaign has at least one valid path available to user.

12 Validation of this section works as follows: For Draft jobs, a Save & Activate button displays if the launch job campaign page has at least one valid path available to the user. * If S033 rules are not met or if S044=1, no validation errors are thrown if the country is U.S. and an invalid city or state are provided. * If S033 rules are met or S044=0, an error is thrown if the country is U.S. and an invalid city or state are provided. * If the country is not U.S., no validation occurs. S072=2 OR S072=3 P148; this permission is required to make the Description Fields (Header, Footer, Formatting Options, or Job Description Text) editable.

13 S108; the Dashboard tab displays only if S108=1. S130. If text or other HTML object exists, it displays here and shifts down the page content. Launch job campaign has at least one valid path available to user. S109; the Metrics tab displays only if S109=1. S003=1 S107=1 S003= S4 has XML mappings generated from Admin Tool > Status Mappings > status. Name value appears here if not null/blank: status 1 status 2 status 3 status 4 status 5 Statuses appear in corresponding column. If column appears on job, the column is also available to customize into list view.

14 P077 & P078. If both options do not exist, take user down direct path for their only path available and skip this screen. P077 P078

15 If only one of these tactics is enabled (or user has permission for only one), this screen does not display. The user is taken directly to the wizard for that one tactic. P097 & the user's sourcing group has options; user has at least one authorized option and it is available to select. P128 & (S051=1 & P075) S049=1 & P101 P100 & user has at least one social network account available to post S073=1 & P102 & the user's sourcing group has options; user has at least one authorized option and it is available to select. P128 & (S067=1 & P076)

16 S013 Job boards display here only if they are listed as authorized in the user's linked sourcing groups AND only if the board inventory is greater than zero (0).

17 S065=1 S061=1 S072=1 OR 3

18 S051=1 & P075 S024. If over prescribed limit, a JavaScript error informs the user to reduce the number of contacts. Preselect template defined as "default" with default checkbox selection under "job templates" S043: * If S043=0 or null: Show editable From address field * S043=1: Display in read-only text the From address to be used, as specified on template. S017. Either show domain or hard-code domain value. If asterisk (*) displays, allow full address is set; if not, the domain is hard-coded. If full address is allowed, validation must be performed to confirm that an address is entered. If template setting of "locked" is selected, the body area is not editable.

19 EVENT CAMPAIGN MAPS

20 * P140 to view events that user created or is assigned as Manager, Recruiter, or Job Team Member. * P104 to view all events for user's company. P078 P143

21 P145 P141

22 P142 P141

23 P145 P144

24 P140 to view event lists on this page, and to interact with Event lists and associate contacts with them.

25 P146

26 P140 to add contacts to event lists during Import Resume. This permission is also required for using Import Spreadsheet to add contacts to event lists.

27 If only one of these tactics is enabled (or user has permission for only one), this screen does not display. The user is taken directly to the wizard for that one tactic. P097 & the user's sourcing group has options; user has at least one authorized option and it is available to select. P128 & (S051=1 & P75) P100 & user has at least one social network account available to post S073=1 & P102 & the user's sourcing group has options; user has at least one authorized option and it is available to select. P128 & (S067=1 & P076)

28 MARKETING CAMPAIGN MAPS

29 S130. If text exists, display it here and shift down the page content. This area supports HTML. If a larger image or element is used, it pushes the rest of the content on the screen down. One of the following: * (S059=1 & P099) * P128 & (S051=1 & P075) * P128 & (S067 & P076)

30 P128 & (S051=1 & P075) P099 P128 & (S067=1 & P076)

31 P099 P128 & (S051=1 & P075) P128 & (S067=1 & P076)

32 CONTACTS MAPS

33 Prevail Corporation - Proprietary Information S130. If text exists, it displays here and shifts down the page heading. S140 P001 & S046 has address provided. These settings and permissions control a user's ability to use GrabIt! P024 P025 P013 P013 P012 P017 S025=1 P121 S096=1. A custom field is used to create the Monster field shown here in the list of filter fields: See More Last Updated. S131=1 for filter options of Referral, Sponsor, and Sponsor type to display in the list of filters. S051=1 & P075 P137 P026. If authorized, bcc is included in the that displays in a pop-up window; otherwise displays without a bcc. When a user clicks Search, the OFCCP prompt appears if OFCCP is enabled (S025=1)

34 P136 is required to edit public views; without P136, a user can create new views from a public view but cannot modify the existing view. S131=1 is required for Referral, Sponsor, and Sponsor type options to display in this window and for these columns to display in any existing views. S139 must be set to 1, 2, or 3 for this option to display in this window and for the Internal Employee column to display in any existing views. P037 is required for this option to display in this window and for the User Score column to display in any existing views.

35 The first time a user accesses lists, default values are Active and All. For all future times, the most recent user selection is saved and used for those drop-downs. Keyword criteria are not saved. P016 to access Inactive and Both from this drop-down. Without P016, only Active lists can display. (Add List) P002 OR P003 OR P005 P002 OR P003 OR P005 and (user is folder owner OR user has P013) Option displays if active folder is not yet on user's worklist User is folder owner OR user has P013

36 S031: * if 1, Show. * if 0 or null, Hide. Should always show. S139 controls display of the Internal Employee Contact icon next to list status if the contact is an internal employee when the contact is added to the list or the list status changes.

37 P022 - The Add Tasks button should not be available if the user does not have P022 (Notes). However, it is currently displaying regardless of this setting and a user can click the + Add Task and the Save buttons on the task, but the task will not be saved. If the user needs to save tasks, they must have P022. P022 - This panel should not be available if the user does not have P022 (Notes). However, it is currently displaying regardless of this setting. A user can click the + Add Task and the Save bu ons on the task, but the task will not be saved. If the user needs to save tasks, they must have P022.

38 P014 S032=1 & status exists P026 P037 S130. If text exists (for example, Company Name), it displays here. If S030=1 & status exists, ATS status appears here, next to the global status. For example, "Interested (ATS)." S136 controls whether phone number fields conform to U.S. formatting. P022 Contact has sponsored at least one referral S029 lists domain/company names for which any contacts who are added should have these fields disabled. * If this option is disabled for reason "opt out," these values are not editable by the user. * If this option is disabled for reason "bounced," these values are not editable unless the contact's address has been edited. S131 is enabled AND a job for which the contact was a referral sponsor has a referral bonus configured S139 controls display of the Internal Employee field and the display of the internal employee Contact icon next to the contact name of contacts who are designated as internal employees. Displays if at least one talent form is tied to the contact Displays if at least one form has been built in the Configuration area under Contacts > Contact Forms P038 & (S078 & S079 are not null) S131=1 AND at least one sponsor is linked to the contact record. P037

39 S001; this appears if S001 is enabled and the In ATS value is set to Yes. S145; if disabled, the Permission field does not display and all contacts are considered Public and available in Search without restrictions. S001; this field displays only if enabled. Green check mark indicator under contact name indicates if contact is in ATS if this value is set to Yes. P009 - The Link icon displays at the right of the Company field for all users IF at least one company exists. It appears at the right of the School field for all users IF at least one school exists. Users who do NOT have P009 can click the Link icon if it appears and can then select an existing school or company from the drop-down list. Users who DO have P009 can click the Link icon even if no companies and no schools exist. When they do, a plus sign icon displays at the level of the Company or School field. Users who have P009 can click the plus sign to create a new company or school and link to it. P027 is required to create new tags, but any user can view or edit the that are tags associated with contact record. P042 to edit restricted custom fields.

40 P023 P048 Her experience looks great.

41 REPORT MAPS

42 Users can access the Reports page if they have access to the Reports menu (P59) and at least one re port. If they do not have access to at least one report, the Reports icon does not display in the Core Navigation bar. Each section disp lays only when the user has access to at least one report in that section. P114 P62 P114 P116 P117 P140 P140 P140 P140 P106 P108 P107 P62 P62 P62 P108 P108 P108 P108 P108 S25 & P108 P109 P106 P108 P109 P109 P118 P119 P120 P120 P118 P120 P111 P112 P113 P117 P115 P110 To see any custom reports, the user must have P62. If your Client ID is associated with the report, you can see the report in the Custom Report list. P62

43 P150 controls the display of the Analytics tab and all the dashboards for users who also have the M anage Reports (P059) permission and an Analytics license; without this permission or at least one of the individual Dashboard permissions, no tabs will display on the Reporting & Analytics page, and the user with the Manage Reports permission will see only the standard Reports page. P168 P169 P162 P163 P160 P166 P164 P165 P159 P161 P155 P156 P157 P158 P159 P167

44 CONFIGURATION MAPS

45 Each section (except Jobs, which is controlled by a setting) displays only if the user has access to at least one area within that section S055=1 P050 P050 P060 P061 P074 P073 & P093 P073 & P093 P073 & P093 P071 P006 P126 S053=1 &P125 P008 P011 P010 P021 P049 S146=1 P049 P020 P149 P011 S066=1 & P063 S066=1 & P063 P090 & P130 P093 P090 P090 P088 P088 P088 P088 P090 S012=1 & (P052 or P053 or P054 or P055) P068 & P100 P021 Allocate Campaign Credits S110 & P079 P127 No permission required S131=1 P174 P174 Link launches new tab to

46 S026 (CRM Licenses) defines this value from the customer contract. S150 (AnalyticsInteractiveViewerLicenses) defines this value from the customer contract.

47 P051 controls the display of this entire Add User to Group section, including the Search box. Without P051, only the list of users displays under the Members of sourcing group heading.

48 P052 P053 P054 P055

49 This value sets the value for the DefaultSMSDB setting (S041). This value sets the value for the CrmDefaultFolderStatus setting (S027). This field is enabled when the CrmEnableFolderStatus setting (S031) is set to 1. This value sets the value for the CrmDefaultGlobalStatus setting (S028). This field is enabled when the CrmEnableGlobalStatus setting (S032) is set to 1. This value sets the value for the DefaultSMSFolder setting (S042). This value sets the value for the CrmFeedbackInterestedStatus setting (S141). This value sets the value for the CrmFeedbackNotInterestedStatus setting (S142). These values set the value for the CrmDNSDomains setting (S029).