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Within Hotlist, we would recommend that you add the Security Roles to a Team, and then add the users to the team.

 

If you do have users that would have some permissions others uses wouldn't have, either create another Team or add them to the specific user.

 

Go to the Power Platform Admin Centre.

 

O   Select Environments

O   Click on the correct Environment

Users

In the Access area, click on See all under Users

 

Click + Add User in the menu bar


Insert the User Name - The user must have been added in the Admin Centre

 

Click Add

Security Roles

 

Hotlist would recommend that you add the Security Roles to a Team, and then add the users to the team.  However, to be able to save the user record you need to add at least one security role - Hotlist would recommend selecting Approvals User, as all users will need this one.

 

If a User requires some other permissions that the others uses in the Team wouldn't have, add the Team Security Roles and the User specific Security Roles in here.

User Security Roles will over ride the Teams Security Roles.

 

Click Save Click Save again when the Confirmation box pops up. Click Refresh and you should see the account in the list.

Teams

In the Access area, click on See all under Teams

 

Click + Create team in the menu bar

 

O   Insert a Team Name (ie Hiring Manager or Talent Acquisition)
O   Copy the Team name into the Description
O   Business Unit – Insert the Business Unit 
O   Administrator – Insert the name of the Admin or the Admins email address.
O   Team Type – Owner
O   Click Next

Security Roles

Add the relevant security roles to the correct Team

 

Talent Acquisition

 

Hotlist - TA / TA Team

Hiring Manager / Approver / Interviewer 

Anyone you want to access the Teams App

 

Hotlist - HM / Teams App

Human Resouces

 

 

Hotlist HR / HR Team

Approvals User

Approvals User

Approvals User

Basic User

Hotlist - Interviewer Appointments

Basic User

DocuSignUser

Hotlist - LinkedIn Standard User

Hotlist - AI Functions **Optional**

Hotlist - AI Functions **Optional**

Hotlist - Standard User

Hotlist - Interviewer Appointments

Hotlist - Interviewer Appointments

 

Hotlist - HR

Hotlist - LinkedIn Standard User
 

Hotlist - LinkedIn Standard User

Hotlist - Model Driven

 

Hotlist - Model Driven

Hotlist - Standard User

 

Hotlist - Standard User

 

Click Save and Save again in the confirmation box

 

Information about the Security Roles

Permission

Why?

Approvals User

Allows the user to update in the Approvals process

Basic User

Access Standard tables for Hotlist ATS

Hotlist - AI Functions

Allows access to the Row summary on records.

Hotlist- HR

HR Stuff

O   User Config & Security

O   Approver Group Administration

O   Discipline & Profile Administration

Hotlist - Interviewer Appointments

Allows the user to access the activity table for appointments

Hotlist - LinkedInAdmin

Access to the LinkedInTables on SiteMap

Hotlist - LinkedIn Standard User

Allows access to the LinkedIn access on contact level

Hotlist - Model Driven

Access to the Hotlist ATS app

Hotlist - Standard User

Access Custom Tables

 

Add Users to a Team

Select the Team and click Manage team members from the Menu bar

or click on the ellipses next to the team and click Manage team members

Click + Add team members in the menu bar

Insert the name or email address of any member you may wish to add

Click Add


If you have created a Team called Hiring Manager - add all the Hiring Managers within the Company into the Hiring Manager Team
If you have created a TA Team - add all the TA's within the Company into the TA Team 

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