Detailed Overview of User Security Options

The Security Section of a User Record governs what a user is able to do within PCRecruiter. To access User Securities in the database:

  1. Select System from the Main Toolbar
  2. Select Users
  3. Choose Manage Users
  4. Here you will see a list of all usernames in the database, select the user for which you wish to access security settings
  5. Choose the Security charm on the left

For each option you will be presented with a dropdown of choices varying by section:

  • Full Permission: Unrestricted access to the section
  • No Permission:  No access to the section
  • Add, Save, Delete: The ability to add new, modify and remove records
  • Add, Save: Cannot Delete records but may add and modify them
  • Add Only: Cannot Delete or Modify records but may add them
  • Read Only: Can view records but may not Add, Modify or Delete them

System Administrator

  • Full Permission (Formerly Ignore All Security): Disregards security settings (with this exception of the ‘Other’ section) below and gives the User unrestricted access to PCRecruiter. Use this for Admin rights.
  • No Permission: This setting restricts User access by blocking the User Name and Data Location areas of PCRecruiter
  • PCRecruiter Admin: This setting allows access to the Data Location section of PCRecruiter and restricts access to User Name section
  • User Records and Locations: This setting is best used for Web Masters/API Developers as it gives access to the Data Location and User Records
  • Data Locations Only: This setting is best used for Web Masters/API Developers as it gives access to the Data Location area

 

Companies

Use this section to set what a user can or cannot do with Company Details

  • Records: This refers to all Company Records as a whole
  • Notes: This refers to the Notes section found in all Company Records
  • Activities: This refers to the Activity section found in all Company Records
  • Attachments: This refers to the Attachment section found in all Company Records
  • Text Search: Legacy option – disregard
  • List: Legacy option – disregard
  • Change Company: This refers to the ability to move a name record from one company to another when they have started a job with a new company in your database
  • Customize Layout: Refers to the ability to customize the fields displayed on a company record
  • Customize Card: Refers to the cards displayed when viewing recently viewed companies or conducting a Quick Search

Positions

  • Records: This refers to all Position Records as a whole
  • Details: This refers to the Details section of all Position Records
  • Activities: This refers to the Activity section found in all Position Records
  • Attachments: This refers to the Attachment section found in all Position Records
  • Text Search: Legacy option – disregard
  • List: Legacy option – disregard
  • Customize Layout: Refers to the ability to customize the fields displayed on Position records
  • Customize Card: Refers to the cards displayed when viewing recently viewed Positions or conducting a Quick Search

Names

  • Records: This refers to all Name Records
  • Notes: This refers to the Notes section found in all Name Records
  • Activities: This refers to the Activity section found in all Name Records
  • Attachments: This refers to the Attachment section found in all Name Records
  • Text Search: Legacy option – disregard
  • List: Legacy option – disregard
  • Resume: This refers to the Resume section found in all Name Records
  • Customize Layout: Refers to the ability to customize the fields displayed on Name records
  • Customize Card: Refers to the cards displayed when viewing recently viewed Names or conducting a Quick Search

Reports

  • Company Reports: Ability to run Company Detail and Company Summary Reports
  • Name Reports: Ability to run Name Detail, Name Summary and Resume Feedback Reports
  • Position Reports: Ability to run Position Summary, Position Detail, Open, Filled, Time to Fill, Actively Recruiting, On Hold, and All Available/Open Reports
  • Pipeline Reports: Applicant Tracking, Candidate Timeline, Active Candidate Pipeline, Company Interview, Rollup Consolidation Detail, and Rollup Consolidation Summary Reports
  • Placement Reports: Ability to run Permanent Hire Summary, Permanent Hire Source, Cost Per Hire Detail, Cost Per Hire Summary, Commission, and Hire Expense Reports
  • Auditing Reports: (These reports include the option of ‘Current User’, this option will allow a user to pull an Auditing Report for their own username) Option to run Transaction, User Activity, Field Distributions, Activity Types Distribution, Posting, Metrics, and External Posting Referrer Reports
  • EEO Reports: Option to run Names Missing EEO Data, EEO Place, Employer Information (Applicant), Employer Information (Employee), EEO Source, EEO Data, Applicant Flow and Internet Applicant Search Activity Reports
  • Contract/Temp Reports: Ability to run Expense, Timesheet Profit, Timesheet Summary, Invoice, Commission, Hour and Place Reports
  • Web Extension Analytics: Ability to run Traffic Sources, Applicant Locations and Candidate Falloff Reports
  • User Reports: Option to run Summary User Security, Detailed User Security, Security Definition Key, Username Record and Group Record Reports
  • Custom SQL Reports: A user with SQL experience can create and run a custom SQL report in the database, this controls their ability to do so. Main Sequence Support can also assist with creating a custom SQL Report (Additional fees where appropriate)

Other

  • Allow Option for Private Email: This governs whether a User may mark any outgoing email as Private. This stops the email from documenting an Activity in sender and recipient’s record.
  • Activity Search Security: This controls whether the User is able to search other User activities
  • Commissions Costs: This dictates whether a User may view and add Transactions to Company, Name and Position records
  • Share Schedule: This governs whether this User’s schedule may be viewed by other Users
  • Scheduling: This controls how a user may interact with the schedule
  • Rollup Lists: This governs whether and how a User may use Rollups
  • Interviews: This governs whether a User may add, save or delete Interview records
  • Keyword Tables: This governs whether a User may access the Keyword section under the System Tab
  • SQL Workbench: Ability for a User to access the SQL Workbench section under the System Tab
  • Form Letters: This governs how a User  may interact with Form Letters (email templates)
  • Custom Fields: This governs whether a User may access Custom Company, Name, Position and Placement fields under the System Tab
  • Synchronization: Controls a users ability to synchronize records between PCR and Outlook via the Outlook Portal integration
  • Data Transfer: This allows users to access the Import and Export option within Rollup Lists
  • EEO Data: This governs whether a User is able to see Gender, Race and Source on Name records
  • Email Manager: Legacy Option – disregard
  • Write Incoming Email Activities: This governs whether a User may access the Write Activity options if using PCRMail
  • Allow Record Merging: This governs whether a User may merge duplicate Company or Name records
  • Timesheets: Limits a users ability to access/edit/add timesheets from within the Contract tab
  • Planner: Controls the Planner showing on a users MyPCR screen – items can be added to the planner via Rollup List
  • HRNX Integration: This governs whether this User may access the HRNX tool if you’ve integrated with this 3rd Party option
  • Automation Plans: Controls the users ability to create/manage automation plans within Rollup Lists
  • Customize Placement Layout: Ability to customize Permanent and Contract/Temp Placement Layouts
  • Create/Update Profiles **New**: Allows users with non admin security the ability to create/update Profile (forms)
  • Analytics: Enables the Analytics option on the main toolbar *Note: This is a PCRecruiter Add On feature, please contact your PCRecruiter Representative to enable

Security Policy

  • Account is Disabled: Use this to prohibit access to PCRecruiter
  • Account is Locked Out: Once a user reaches the maximum number of login attempts their account becomes locked out, uncheck this box to unlock their account
  • User Must Change Password at next Logon: Use this to force a password change for this User
  • User Cannot Change Password: Use this to remove the ability to change a password on the MyPCR screen
  • Password Expires: Enables the ability to set a password expiration timeframe