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.
  
  
  
  
• 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
    
    
    
• 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

Job tab:

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

• 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 

• 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:

• 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!