Steps: Set Up Segmented Security for Reference Letters

Security: Configure these domains in the Staffing functional area:

Set Up: Reference Letters

Set Up: Reference Letter Security Segments

Set up reference letter categories and reference letter templates.

You can use segment-based security to restrict access to reference letter templates by security groups when:

HR administrators create reference letters for workers.

Workers request reference letters.

If you use segment-based security groups for reference letters, you must secure all reference letter templates to a segment-based security group.

When you restrict a reference letter template to a segment-based security group, the workers in this group can view the template in both of these tasks on the

Reference Letter

prompt:

Create Reference Letter for Worker

Request Reference Letter

Access the

Create Reference Letter Security Segment

task.

Create security segments to restrict access to reference letter templates.

Create Segment-Based Security Groups.

Select segments from the Reference Letter Security Segment
category in the

Access to Segments

prompt and map these segments to security groups.

We recommend that you link each segment-based security group to its own segment. As a result, you can remove the segment-based security groups individually from reference letter templates.

Edit Domain Security Policies.

Configure access for the segment-based security groups on the Set Up: Reference Letter Security Segments
domain in the Staffing functional area.

Access the

Maintain Reference Letter Templates

task.

Select the segment-based security groups for the reference letter templates.

Activate Pending Security Policy Changes.

Concept: Configurable Security

Concept: Security Groups