RMS - How to Modify Role Visibility in a Workflow Folder

When creating or modifying a Recruiting-RMS workflow, specify roles allowed to access candidates in each workflow folder. Roles without access won't see those folders. To set this, go to Area Workflows, modify the workflow, open the folder tree, expand a folder, select Roles, add or remove roles, and save changes. Repeat for each folder.

 

Applicable Product(s):
RMS Administration Portal

Summary:
When you creating or modifying an Recruiting-RMS workflow, specify the roles that will have access to the candidates in each workflow folder. If a role does not have access to a specific folder, users with that role will not be able to see that folder in their workflow.


Detailed Information:

To specify the roles that will be allowed to view the candidates in a specific folder

  1. Go to Area > Workflows.

     
  2. Highlight the workflow to change and click Modify Workflow in the menu bar.

     
  3. Open the workflow folder tree.

     
  4. Click the + sign next to a workflow folder to specify Roles.

     
  5. Click Roles under the desired workflow folder.

     
  6. To add one or more roles, highlight them in the Available Roles list and click the Add Selected button . To delete one or more roles, highlight them in the Selected Roles and click Remove Selected button

     To delete one or more roles, highlight them in the Selected Roles and click Remove Selected button

     

  7. Click Save to save your changes.

     
  8. Repeat steps 2-5 for each folder in the workflow.
     

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