There are several important steps that must be followed in granting Administrator Permissions for Mentoring.
Steps to Grant Permissions for Mentoring
- Navigate to Manage Permissions Roles using action search.
- Select the role for which you’re editing permissions.
- Choose Edit and change the basic information if necessary.
- Choose Next and navigate to the Administrator Permissions section.
- Select Manage Career Development.
- Grant Manage Mentoring Programs permission to the selected role.
- The Manage Administrator Permissions for Programs permission should be enabled if you wish to roles to specify which users are authorized to manage specific mentoring programs.
- Choose Next, review the role’s permissions, and choose Save.
Mentoring Administrators and Owners Permissions
Under the Administrator Permissions section select the following:
Manage Career Development→Manage Mentoring Programs
Manage Integration Tools→Allow Admin to Access OData API through Basic Authentication
Metadata Framework→Access to non-secured objects (previously known as 'Read/Write Permission on Metadata Framework')
Manage User→Manage Employee Dynamic Groups
- This permission allows you to create employee groups for use with mentoring programs.
Under the User Permissions section, select the following:
Career Development Planning→Mentoring Programs Access Permission
This permission provides users with access to the Mentoring tab under Development.
Employee Data→First Name→View
Employee Data→Last Name→View
General User Permission→Company Info Access→User Search
This permission allows users to search for mentees and mentors.
You can restrict mentor and mentee searches by setting a target population.
Once the appropriate Administrator Permissions are granted, the Manage Mentoring Programs option will be available in Admin Center and Action Search.
Administrator Permissions for Programs
By default, mentoring administrators have permission to manage all mentoring programs in your organization. The Manage Administrator Permissions for Programs administrator permission under Role Based Permissions allows the granted role to specify which users/administrators are authorized to manage specific mentoring programs.
When this permission is granted, the user will have an additional Administrator Permission Configuration option under the Mentoring Program Settings. This page allows administrator permissions to be granted for specific mentoring programs, so admins can grant access to users to manage just one mentoring program.
Permissions for Mentors and Mentees
Under the Administrator Permissions:
Metadata Framework→Access to non-secured objects (previously known as 'Read/Write Permission on Metadata Framework')
Under the User Permissions section:
Career Development Planning→Mentoring Programs Access Permission
This permission provides users with access to the Mentoring tab under Development.
Employee Data→First Name→View
Employee Data→Last Name→View
General User Permission→Company Info Access→User Search
This permission allows users to search for mentees and mentors.
You can restrict mentor and mentee searches by setting a target population.
Mentoring Access Permissions
The Mentoring Access Permission grants permission to the Mentoring area within CDP. It is located in the Admin Center. Navigate to Set User Permissions→Manage Permission Roles.
Within Development, you can see the mentoring program if your role is granted the Mentoring Access Permission.