The Security Section of a User Record governs what a user is able to do within PCRecruiter. To access User Securities in the database:
- Select System from the Main Toolbar
- Select Users
- Choose Manage Users
- Here you will see a list of all usernames in the database, select the user for which you wish to access security settings
- 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
- Limited Admin (Formerly 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