Pump Security#

The following Security Roles have been created specifically to work with Pump features.

  • Pump - Activate/Deactivate Company Records: Grants access to the Activate and Deactivate ribbon menu button in Company Records and on Company views.
  • Pump - Activate/Deactivate People Records: Grants access to the Activate and Deactivate ribbon menu button in Person Records and Person views.

  • Pump - Activate/Deactivate Requirement Records: Grants access to the Activate and Deactivate ribbon menu button in Requirement Records and Requirement views.

    ❗Please Note: If a user has this role but does NOT have the "Pump - Manage Job Adverts" role and the user tries to deactivate a Requirement that has active Job Adverts related to the Requirement, then an error will be shown due to the user not having Write privilege on Job Adverts.

  • Pump - Activate/Deactivate Placement Records: Grants access to the Activate and Deactivate ribbon menu button Placement Records.
  • Pump - Amend Placements: Grants access to the Amend Placement ribbon menu button in Placement Records. This role allows the Placement to be 'Mid Term Changed' or 'Early Finished'.
  • Pump - ATS 360 User: Controls whether Users have access to ATS 360 Integration functionality, e.g. This role enables the posting of Job Adverts to Logic Melon or Broadbean via the Post Job Advert button on Job Advert records.
  • Pump - Back Office User : 
    • Approver (full rights except deletion is restricted by ownership)
    • Commission Splits (full rights except deletion is restricted by ownership)
    • Overtime Rate (full rights except deletion is restricted by ownership)
    • Placement (full rights except deletion)
    • Purchase Order (full rights except deletion is restricted by ownership)
    • Owning Company (Read and Append To)
    • Site (Read and Append To)
    • Territory (Read, Append and Append To)
    • Business Unit (Read, Append and Append To)
    • Team (Read, Append and Append To)
  • Pump - Change Alerts on Records: Allows users to change Alert Level and Alert Text in the ribbon menu of Companies and People.
  • Pump - Compliance Manager: Grants access to the Pump Settings -> Compliance Item Templates area/the creation of Compliance Item Templates.
  • Pump - Create/Use Requirement Templates: Grants access to the Create Template and Create From Template ribbon menu buttons for Requirements.
  • Pump - Daxtra Search Nexus User: Grants access to Daxtra Search Nexus functionality. This also requires the Daxtra Search Nexus Integration to be configured - Daxtra Search Nexus Integration
  • Pump - Delete CVs: Grants the ability to delete a CV on a Person record under the CV Tab.
  • Pump - Extend Placements: Grants access to the Amend Placement ribbon menu button in Placement Records. This role allows the Placement to be Extended.
  • Pump - Fulfill Orders: Users with this role can deactivate and cancel Active Orders with a Status Reason of 'Complete' via the ribbon button. This should be done once the Order has been delivered. The user may also select a Date Fulfilled date at this point. 
  • Pump - Invoices: Users with this role can create Invoices from fulfilled Order records via the ribbon button. 
  • Pump - KPI Manager: To create, modify, or delete KPIs, users must have the Pump - KPI Manager security role. These KPIs can be utilised by reporting applications like Microsoft Power BI
  • Pump - Manage Job Adverts: Controls whether Users have access to the Job Advert Entities, e.g. This role enables the creation of Job Adverts via the Create Job Advert button on Requirement
  • Pump - Override Application Exception: Grants access to the Create Offer ribbon menu button for Applications
  • Pump - Pay and Bill Integration Admin: Allows the user to set a Password in the Pay and Bill Integration Settings area of Pump Global Settings. 
  • Pump - Pump Email Templates Admin: Users will be able to create templates with any Permission Level and therefore when creating a template record with Permission Level of Business Unit or Team, decide which Business Unit or Team will be able to select that template when on an Email Record. Users with this role also has write access to all Pump Email Templates and can also delete any Pump Email Templates.
  • Pump - Recruiter: This is our base out of the box Security Role, which gives basic access to our functionality. Clients will often choose to copy this role to make their own version depending on their security needs for typical employees. 
  • Pump - Rescind Offer: Grants access to the Rescind Offer ribbon menu button for Offers.
  • Pump - Revise Offer: Grants access to the Revise Offer ribbon menu button for Offers.
  • Pump - SMS Access: Allows users to use SMS functionality to send messages to People in Pump. Please speak to the Pump Team about arranging for SMS Credits if you wish to use this facility. 
  • Pump - Social Media Search Access: Grants access to the Social Media Search functionality in the ribbon menu of Companies, People and Leads.
  • Pump - Tag Management Access: Grants access to the Pump Settings -> Tag Management area.
  • Pump - Training and Assessment Admin: Controls whether users can create and update Training and Assessment Templates.
  • Pump - Training and Assessment User: Grants Write access to the Training and Assessment table. 
  • Pump - Unauthorise Placement Level 2: Grants access to the Unauthorise ribbon menu button for Placements.
  • Pump - Unauthorise with Timesheets/Invoices: Allows users to Unauthorise Placements even if 'Invoices Raised' or 'Last Timesheet' fields on that Placement = Yes. 
  • Pump - Undo or Cancel Placements: Grants access to the Undo To Offer and Cancel Placement ribbon menu buttons for Placements.

 

Standard Microsoft Security Roles#

Please feel free to ignore the standard Microsoft Security Roles other than those listed below.

  • System Administrator: This gives full access to the system (including all Settings Areas). This is the only Security Role which cannot be edited.
  • System Customiser: This allows for Users to customise components (e.g. Forms, Entities or Business Process Flows) in the system, without having full access to all Settings Areas).
  • Microsoft 365 and Sales Copilot Administrator: This is required for users to be able administrate the Sales Copilot application in Teams and Outlook.
  • Microsoft 365 and Sales Copilot User: This is required for users to be able use the Sales Copilot application in Teams and Outlook.
  • Project Owner : Allows user to access Customer Voice functionality: Connect Dynamics 365 Customer Voice with your environment | Microsoft Learn 
  • Dynamics 365 App for Outlook User: This is required for users to be able use the Dynamics 365 App for Outlook. [DEPRECATED. To be replaced by Sales Copilot)

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