Creating a Custom Access Level in BambooHR

 

 

  • In your BambooHR account, please click on the gear icon in the upper right corner of the screen. This will take you to your settings page.
  • From there, select Access Levels from the menu on the left, and click on the Add + button, and select Custom Access Level.

    BambooCustom_1.png

  • On the first page that opens, name the Custom Access Level (such as Vanta Integration Permissions), and a description. Once completed, click Next Step
  • On the second step, What this Access Level Can Do, click on Next Step without changing anything. 
  • On the third step What this Access Level Can See, you can set the View Only permissions for Vanta (see below for detail). This will allow Vanta specific attributes from BambooHR. 
  • Please set the permissions under "See About Themselves" as follows:
    • Select Yes, Allow Access
    • Under Which Access Level should apply?, choose Full Access
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  • Please set the permissions under See About other Employees as follows:

    Personal tab:

    • Basic Info
      • View Only: Status, First Name, last Name
    • Contact 
      • View Only: Work Email


BambooCustom_2.png

Job tab:

    • View Only: Hire Date
    • Employment Status
      •  View Only: Employment Status: Date, Employment Status
    • Job Information  
      • View Only: Job Title, Department

        BambooCustom_3.png

  • Once selected, click "Save and Finish"

Your Custom Access Level for Vanta has now been created!


Creating a non-Employee User in BambooHR

  • In your BambooHR account, please click on the Gear icon in the upper right corner of the screen. This will take you to your settings page.
  • From there, select Access Levels from the menu on the left. This will show the access levels on your BambooHR account.
  • Select the Custom Access Level you created, then select the smaller gear cog with a dropdown arrow. From the menu, select Add a Non-Employee BambooHR User 

    BambooCustom_4.png

  • On the page that opens, give the non-employee a name and an email that you or someone at your organization has access to, set the Access Level to the Custom level created for this integration, and hit save:

    BambooCustom_5.png

  • Once the user has been created, check the inbox for the account used to create the non-employee user for a welcome email. Follow the steps to create a password for the user. This step is important, as you will need to sign in to BambooHR with those user credentials in order to set up the Vanta integration!