What is Entity Group?
Entity Group is a collection of Organization records and Applicant records. Together, it defines what can be seen by a particular user.
"ALL" is a special Entity Group of which all new Organization and Applicant records are added to this group by default.
What can be defined in Entity Group?
Group Name: a name to identify this Entity Group
Organization Permission: you can see and select "top level" organizations here.
Applicant Permission: you can see and select applicants here.
How does Entity Group work?
The combination of Organization permission and Applicant combination determines what can be seen by the user having permission over this group.
- To see a particular Company or Department (i.e. Organization) record, the user requires the Organization permission.
- To see a particular Personal Profile (i.e. Applicant) record, the user requires the Applicant permission
- To see a particular Job Profile (i.e. Placement) and its related records (e.g. Leave Entry, Leave Application, Payroll), the user requires both the Organization and Applicant permission
Example
Let's assume there are 2 Companies and 2 Staffs. One of the staff is employed by both company.
- Company A
- Staff 1 as Director
- Staff 2 as Officer
- Company B
- Staff 1 as Director
The following Entity Group will give different results:
- Entity Group a
- Selected Organization: Company A and Company B
- Selected Applicant: Staff 1 and Staff 2
- Result: obviously this entity group will see everything.
- Entity Group b
- Selected Organization: Company A
- Selected Applicant: Staff 2
- Result: this entity group can only see placement profile of Staff 2 as Officer
- Entity Group c
- Selected Organization: Company A
- Selected Applicant: Staff 1 and Staff 2
- Result: this entity group can see both placements in Company A. He can still see the personal record of Staff 1, but not his placement in Company B.
What's Next?
- Prepare your Organization and Applicant before setting up Entity Group
- Define User Group and specify what Entity Group each of these can access
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