Skip to main content

Grant Create Staff Request Access

How do I grant access to create staff requests to a user?

Debs avatar
Written by Debs
Updated over a month ago

Ensure that the menu options below are enabled on one of the user's menu profiles (How to assign a Menu Option) - these are required for the Staff Requests option to appear on the Toolbox widget in the Recruitment module:

  • CorePortal - Create New Staff Request

  • CorePortal - Staff Requests Your Establishment Tab

How to check if the Creator Role is set:

  1. In Back Office go to CorePersonnel, Recruitment, Reference, Recruitment Parameters

  2. Click on the Staff Request Parameters tab

  3. Note what Creator Role is set to (Staff Request Creator, Reports To Manager and etc.)

    • Creator Role - This parameter is used to only allow users with a specific organisational role the permission to create a staff request. Otherwise, if a user has access to the Staff Request screen on Portal, they can raise a staff request regardless of their organisational role.

    • Restriction Active - This needs to be selected if the Creator Role parameter is being used. If it is not in use, Restriction Active should always be switched off.

  4. Assign the relevant organisational role to a user if required (the role that is set as Creator Role)​​​​​​)

Related Article: How to assign an Org Role

Did this answer your question?