Summary
To provide more granularity to what Candidate and Client Users see within their portals, some of the Security Role permission items have changed. These include;
Candidate Portal
Personal Details – Replaces the ‘Maintain Profile’ permission. Ability to view and edit the Personal Details section.
Privacy Statement – Provides the ability to view and open the privacy statement url. This information was not previously displayed in the Candidate Portal.
Address - Ability to view and edit items in the Address section.
Available – Ability to view and update items in the Available section within the Candidate Portal.
Skills – Ability to view and update items in the Skills section.
Client Portal
Privacy Statement – This is a new permission. Provides the ability to view and open the privacy statement url.
The new Privacy Statement permission item, where ticked, displays the label and link in the Candidate / Client Contact Portal’s Privacy Section where the user also has access to Personal Details (Candidate Portal), Contact Profile (Client Portal). If the user does not have access to Personal Details (Candidate Portal), Contact Profile (Client Portal), the Privacy Statement item will display at the header of the record.
The Candide User Maintain Profile permission provided the ability to view and edit the Personal Details, Address and Available sections, however the user was always able to view these sections. These items now all have separate permissions and where not assigned, the section does not display.
Benefits
This change provides the ability to impose greater limitations on what users can access in the Candidate Portal, and a new option to display your Privacy Statement as a link in the portals.
Configuration
No configuration is required, however the table below provided details on what will be automatically selected on upgrade.
User Type: Candidate
New Permission | Permission Levels | Old Permission | Old Permission Levels (where ticked) | Upgrade |
|---|---|---|---|---|
Personal Details | Full Control / Edit / View | Maintain Profile | Full Control | Ticked / Full Control |
Privacy Statement | Full Control | N/A | N/A | Not ticked |
Address | Full Control / Edit / View | Maintain Profile | Full Control | Ticked / Full Control |
Available | Full Control | Maintain Profile | Full Control | Ticked / Full Control |
Skills | Full Control | No old permission, this section was automatically included in the load of the page. | - | Ticked / Full Control |
User Type: Client Contact
New Permission | Permission Levels | Old Permission | Permission Levels where ticked | Upgrade |
|---|---|---|---|---|
Privacy Statement | Full Control | N/A | N/A | Not ticked |
Where you wish to assign the new Privacy Statement permission to display this in the portal, the privacy statement link needs to be defined in General Settings > Privacy > Privacy URL.