HR

Step-by-step guide

This guide will show you how to configure security for Safeguarding Templates.

Contents

• Introduction
• Safeguarding Template Page access
• Safeguarding Templates
  
  

Introduction

Safeguarding Templates within HR can have security applied such that only users in designated roles will have access to those templates as required.

Safeguarding Template Page access

• Go to the following area:
  • Latest (left-hand) menu: System Configuration > Role Management
  • Pre-2025 (top) menu: System > Security > Role Management
• Click on the role that is being changed and then click Pages
• Search for pages containing the word ‘Safeguarding’
• Ensure the Role Management – Safeguarding Template Access is set to ‘Write Access’
• Click Review Changes (if changes have been made) and then Update

Safeguarding Templates

• Once access has been provided there will be an Action called Safeguarding Templates

• Security on each of the safeguarding templates can then be configured as required

• Click Review Changes and Update