How to setup Custom Employee Role with Integration capabilities

Scenario

Customer wanted to create a role or edit a role that would only be Employee Specific. The permissions will only focus on Employee records with view capabilities and Web Services Integration.

Solution

Follow the steps below to resolve the concern of the customer:

  1. Navigate to Setup Users/Roles > Manage Roles
  2. Look for the Employee Center Role > Click Customize
  3. Setup the Permissions below and select View Only:

a. Edit Profile

b. Employee Reminders

c. Time Tracking

d. Documents and Files

e. Employee Search

f. Employee Social Security Numbers

g. Tasks

h. Track Messages

i. Web Services

4. Click Save

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