Permissions Administration

General

Every Infinity user can be granted the appropriate Permission depending on their role and individual access requirements.

Permissions are managed by assigning each user to a Security Role and finer adjustments can be made to individuals as necessary.

Permissions Tab

The permissions tab displays individual permissions for Users / Roles. Each object has a specific action and this enables you to configure the permissions and be very selective when assigning the right level of permission.

Begin by selecting the User / Role from the drop down list, in our example we are using ‘Infinity Users’.
There are two grids; Object Permissions and Specific Action Permissions.

Object Permissions

Warning! – making wholesale changes to the Object Permissions is not recommended as they are linked to one another and therefore may have further implications to other permissions and your general use of the system. Please contact support to assist you in making the desired changes. Specific Action Permissions are either on or off and therefore can be adjusted as required, see Specific Action Permissions section below for more details.

A 'Restore Default Object Permissions' button is available.

This is available when a user is selected in the drop-down list (not a security role) and for administrators with ‘Database Manager’ permission only.
The function restores all of the selected user's object permissions to ‘SELECT’ permission level, which is the default for new users.
The button is also available when listing user permissions in Administration / User Administration / Edit User / ‘Permission’ button.

Object Permissions are the overall level that a user or administrator can be set to, the level that you set for object will affect all permissions given within those areas. Giving an object permission of select for example, means that you can only ever have read only access within the area selected i.e. if I choose Select for the object candidate record, then the whole candidate record will become read only and I will not be able to edit, amend or access any fields within the whole candidate record.

Permission	What you can do?
DENY	Nothing (we do not recommend that you set Deny as it will not permit you to access the relevant screen in INFINTY – the database will error)
SELECT	Read Only
UPDATE	Read & Edit existing fields
INSERT	Read & Edit & Add
MARK AS INACTIVE	Read & Edit & Add & Tick the Mark as inactive box
HARD DELETE	Read & Edit & Add & Tick the Mark as inactive box & delete

Specific Action Permissions

Below are the recommendations set for each permission level, obviously permissions set will vary from company to company depending on the functions you wish staff to be able to use. However please remember even if you have given someone the permission below this will be overwritten by the object permission. For example giving the permission below to edit or delete a CV won’t work if the overall object permission for Candidate CV is set to SELECT (read only).

		Recommended for Admin	Recommended for user
AddCcBccToCommsCentreLists	When sending emails from the Infinity comms centre you are able to cc and bcc people	Yes	Yes
AddISV Content	ability to add tests to a candidate if an ISV licence is present	Yes (if applicable)	Yes (if applicable)
APIAccess	The ability to log into the Infinity REST API	N/A	N/A
AssignOwnership	Ability to amend the owning consultant against a record	Yes	Yes
AttributeDelete	Ability to delete an attribute in the candidate’s record	Yes	Yes
AttributeInsert	Ability to insert an attribute in the candidate’s record	Yes	Yes
AttributeUpdate	Ability to change an attribute in the candidate’s record	Yes	Yes
BulkUpdateCandidatePrivacyAudit	The ability to change Lawful Basis for multiple candidates from Privacy Audit in My Infinity/ Application Menu	No	No
BulkUpdateGeneral
BusinessRulesEdit	The ability to go into the Business rules area in administration and make changes to business rules	No	No
BusinessRulesView	The ability to view Business rules that have failed or passed	Yes	Yes
ChangeCandidateActive	The ability To add or remove a tick that marks the candidate as either active or inactive (archived).	Yes	Yes
ChangeCandidateStatus	The ability Change the candidates status – i.e. from actively looking to not looking	Yes	Yes
ChangeCompanyActive	The ability To add or remove a tick that marks the Company as either active or inactive (archived).	Yes	Yes
ChangeCompanyIR35Defaults	Manually change the default IR35 fields for Contract and Temp jobs in Company financials	Yes (if applicable)	No
ChangeContactActive	The ability To add or remove a tick that marks the Contact as either active or inactive (archived).	Yes	Yes
ChangeContractualLegalLawfulBasisManually	The ability to manually edit the Contractual / Legal Basis & Expiry on Privacy Audit Candidate Page. If manually changed the candidate WILL NOT change automatically	No	No
ChangeEAARightToWork	The ability to add a tick to the EAA & right to work box	Yes	Yes
ChangeInterviewStatus	Ability to change the interview status from 1^st to 2^nd etc…	Yes	Yes
ChangeJobIR35Status	Manually change the IR35 Status on a Contract / Temp Job	Yes (if applicable)	No
ChangeJobIR35Verified	Manually change the IR35 verified Flag on a Contract / Temp Job	Yes (if applicable)	No
ChangeJobStatus	Ability to change the status of a job i.e. from unfilled to filled all places	Yes	Yes
ChangeLawfulBasisManually	The ability to manually edit the candidate Lawful Basis on the Privacy Audit - Candidate page. Without the permission it can only be changed from the Event Logger, Comms Centre, Outlook Add-in	No	No
ChangeLawfulBasisStatusManually	The ability to manually edit the candidate Lawful Basis status on the Privacy Audit - Candidate page. Without the permission it can only be changed from the Event Logger, Comms Centre, Outlook Add-in	No	No
ChangeLocationActive	Ability to tick the active tick box against client location to make it inactive or active	Yes	Yes
ChangeOfferStatus	Ability to change the offer status i.e. to awaiting confirmation or confirmed	Yes	Yes
ChangePlacementStatus	Ability to change the status of a placement to accepted or finished	Yes	Yes
ChangeTOBFields	The ability to edit the terms of business area including adding dates sent and received	Yes	Yes
CloseSessions	The ability to Completely log someone out of voyager via the Licenses tab in admin screen	Yes	No
ConfirmPlacements	The ability to change the status of a placement to 'Confirmed'	Yes	Yes
CopyCV	The ability to copy an original CV	Yes	Yes
CreateCV	The ability to create a new CV	Yes	Yes
CreateCVBuilder	The ability to create new CV builders	No	No
CreateSubjectAccessRequestReport	The ability to create a Subject Access Request report from the candidate Page Privacy Audit button	Yes	No
DashboardViewAllTeams	The ability to view all team dashboards	Yes (if applicable)	No
DashboardViewAllUsers	The ability to view all users dashbaords	Yes (if applicable)	No
DashboardViewCompany	The ability to view the dashboard results for the company	Yes	Yes
DashboardViewYourTeam	The ability to view the dashboard results for your team	Yes	Yes
DashboardViewYourTeamUsers	The ability to view all users within your team	Yes	No
DeleteBlocklistRecord	Allow the user to delete a blocklist record from Candidate or Company Blocklist using the Delete button	Yes	No
DeleteCandidateWithContractualLegalLawfulBasis	The ability to delete a candidate who has a lawful basis of Contractual / Legal	No	No
DeleteCV	The ability to delete a CV against a candidate record	Yes	Yes
DeleteCVBuilder	The ability to Delete a CV builder from the admin area	No	No
DeleteFilledJobShifts	The ability to delete job shifts that are filled	Yes	No
DeleteISVContent	The ability to delete incomplete tests from a candidate	Yes (if applicable)	Yes (if applicable)
DenySectorAddObject	Please ignore, no options on the front end. Sectors have not been implemented	N/A	N/A
DenySectorRemoveObjec	Please ignore, no options on the front end. Sectors have not been implemented	N/A	N/A
DragDropCVIn	The ability to drag CV’s in to the candidate record	Yes	Yes
DragDropCVOut	The ability to drag CV’s out of the candidate record and onto your desktop	Yes	Yes
EditAttributesDictionary	Ability to add new attributes to the dictionary (you must also have permission for attributes insert for this to work)	Yes	No
EditCV	The ability to open an existing CV document and make changes to it.	Yes	Yes
EditEvent	The ability to edit events	No	No
EditGlobalAndCompanyTempRates	The ability to edit global temp rates and company temp rates	Yes	No
EditJobAndPlacementTempRates	The ability to edit job temp rates and placement temp rates	Yes	No
EditJobTitlesDictionary	The ability to edit job titles in the skills dictionary (you must also have permission for job title insert for this to work)	Yes	No
EditQualsAndCertsDictionary	The ability to edit quals and certs in the dictionary (you must also have qualsandcerts insert for this to work)	Yes	No
ExportCandidateWorkingHours	The ability to export candidate working hours	Yes	Yes
ExportGrid IMPORTANT – Ensure you set report folder permissionsto control which reports users can access	The ability to create a shortlist and then export a list of the results into an excel spreadsheet	Yes	No
JobTitleDelete	The ability to delete job title from the job titles tab in the candidate record	Yes	Yes
JobTitleInsert	The ability to insert a job title into the job title tab in the candidate record	Yes	Yes
JobTitleUpdate	The ability to amend a job title in the job title tab in the candidate record	Yes	Yes
MailChimpExport	The ability to export to MailChimp	Yes (if applicable)	No
MailChimpManageLists	The ability to manage MailChimp lists	Yes (if applicable)	No
MaintainAccessRights	The ability to give task and calendar permissions to other users.	Yes	Yes
MaintainCompanyHierarchy	Ability to edit Parents & Subsidiaries	Yes	Yes
MaintainConsultantOrgChart	The ability to maintain the consultant organisation chart	Yes	Yes
MaintainICaptureQueue	The ability to delete and move CV’s waiting to be processed in iCapture	Yes	Yes
MaintainOrgChart	The ability to amend and update the organisation chart in a company record	Yes	Yes
MaintainRestrictedCandidates	The ability to restrict or unrestrict candidates. Also to open restricted candidates	Yes	No
MaintainSuppressionList	The ability to un-suppress a candidate and view suppression list	No	No
MergeCandidate	The ability to merge candidates together	No	No
MobileAppCandidateContact	The ability to login to Infinity Connect mobile app	Yes	Yes
OpenCV	The ability to preview the CV in the pop out panel, but you’re not allowed to open it in word.	Yes	Yes
PostJobsToBroadbean	The ability to post jobs to Broadbean (additional Broadbean setup is required)	Yes (If Applicable)	Yes (If Applicable)
PostJobsToOwnsite	The ability to post jobs to your own site (additional setup is required)	Yes (If Applicable)	Yes (If Applicable)
PostJobsToSEEK	Only relevant to Australia	N/a	N/a
ProcessImportedCandidates	This permission does nothing	N/a	N/a
ProcessImportedJobs	This permission does nothing	N/a	N/a
ProductTemplateEdit	Ability to edit the product templates (We do not recommend that customers allow access to this)	No	No
ProductTemplateView	Ability to view product templates in the product template area, i.e. Max, Rich, Skinny	Yes	Yes
QualsAndCertsDelete	The ability to delete Quals and Certs from the quals and certs tab in the candidate record	Yes	Yes
QualsAndCertsInsert	The ability to insert Quals and Certs to the quals and certs tab in the candidate record	Yes	Yes
QualsAndCertsUpdate	The ability to update Quals and Certs to the quals and certs tab in the candidate record	Yes	Yes
ReferenceDataDelete	The ability to delete reference data from the admin area	Yes	No
ReferenceDataInsert	The ability to create reference data	Yes	No
ReferenceDataUpdate	The ability to alter reference data	Yes	Yes
RemoveCommunicatedShortlistEntry	The ability to remove shortlist entries with communicated stages complete	Yes	Yes
RemoveInterviewShortlistEntry	The ability to remove shortlist entries with interview stages complete	Yes	Yes
RemoveOwnership	The "remove ownership" permission doesn't do anything.	N/a	N/a
RemovePlacementShortlistEntry	The ability to remove shortlist entries with placement stages complete	Yes	Yes
RemoveSubmittedShortlistEntry	The ability to remove shortlist entries with submitted stages complete	Yes	Yes
ReplaceCV	The ability to add a new CV by dragging and dropping it into the candidate record	Yes	Yes
ReportAdministration	Gives access to the Reports and Scheduled Reports areas of the Administration screen	Yes	Yes
ReportExport	The ability to export non-Excel reports into a spread sheet format	Yes	Yes
SearchCandidate	The ability to run searches against candidates	Yes	Yes
SearchCreateNonRootFolder	The ability to search within colleagues folders in the ad-hoc search area	Yes	Yes
SearchCreateRootFolder	The ability to create search folders at the root level – create new folders in the ad-hoc search area	Yes	Yes
SearchCreateRootSearch	The ability to create searches at the root level	Yes	yes
SearchImportedCandidates	N/A	N/A	N/A
SectorAddOther	N/A	N/A	N/A
SectorDelete	N/A	N/A	N/A
SectorInsert	N/A	N/A	N/A
SectorRemoveOther	N/A	N/A	N/A
SectorUpdate	N/A	N/A	N/A
SendSMS	The ability to create and send an SMS	Yes(If applicable)	Yes(if applicable)
ShareRecords	Having the share button available in all records	Yes	Yes
TakeOwnership	The ability to take ownership of other records	Yes	No
UnlockRecord	The ability to unlock a record with is locked under the red key by a colleague	Yes	No
UserAdministration	Gives access to the User Administration, Permissions and Dashboard / Targets areas of the Administration screen	No	No
ViewConsultantOrgChart	The ability to view the consultant organisation chart	Yes	Yes
ViewOrgChart	Allows you to view a company org chart but not edit it.	Yes	Yes

Amending the Specific Action Permissions

Each Object can also be assigned Specific Action Permissions.

The grid consists of the Event Name such as ‘ReferenceData’ and using the Allow column tick boxes you can set the individual Action Permissions for each action according to the requirements of Role or User.

Click when completed.

Here’s a working Example:

The role ‘admin’ has beenDenied access to the Candidate ‘Object’ in the top of the screen. In the bottom of the screen the role ‘Admin’ has been allowed access to Changecandidateactive (Manually change candidate active tick box).

Because the role of Admin already has been denied access to the whole of the candidate ‘object’, it doesn’t matter that they have been access to the change active tick box, since the candidate screen will not open for them

A permission level of DENY anywhere against a user will override any other permissions that they may have. Access Rights can also be managed per User in User Administration.

Object
Administration	Administration Area
Attachment	Attachments against any record
BusinessRule	Business Rules
Candidate	Candidate Record
CandidateAddress	Candidate Address Area
CandidateCV	Candidate CV Area
CandidatePhoto	Candidate Photo in Candidate Page
CandidateSearch	Ad-hoc Candidate Searches
CandidateTelecom	Candidate Contact Area
CommCentreTemplate	Templates Area
Company	Company Record
CompanyLogo	Company Logo Area
CompanySearch	Ad-hoc Company Searches
CompanyTelecom	Company Telecom Area
CompanyTier	Location
CompanyTierSearch	Location Search
CompanyTierTelecom	Location Telecom
Contact	Contact Area
ContactSearch	Ad-hoc contact searches
ContactTelecom	Contact Area
ConversionRate	N/A
Event	Event Area in all records
Interview	Interview Page
Job	Job Page
JobPlaces	Addresses against a Job
JobSearch	AD-hoc Job Search
Person	A person is a candidate OR a contact
PersonPhoto	A person is a candidate OR a contact
Placement	Placement Page
PlacementRate	Rates Area on the Placement Page
PlacementSearch	Ad-hoc Placement Searches
ReJobSearch	Amending Criteria on a job search
Sector	Please ignore, no options on the front end. Sectors have not been implemented
UmbrellaCompany	Creating and Editing Umbrella Companies
User	You’ll need permissions to this to be able to log in using your user account.

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