Learn about identifying roles while determining solution access rights.
Learn about distinguishing recruiting operators from permissions groups.
When you have your first Recruiting client, getting started consulting with your customer is not just about identifying business requirements. You will also need to configure certain items in Provisioning to prepare for implementation of the Recruiting solution.
Apart from Provisioning configurations, there are several front-end settings and permissions to enable.
Provisioning – Request Instance Access
Provisioning is where you start to enable functionalities. The first step is to gain access to the customer instance in your Provisioning account. The following list is a high-level overview of the access request process:
Access Request Process
Obtain a system generated email approval from the customer to access their instance.
Submit a request through the Customer Instance Access Request form at https://hxmcloudops.successfactors.com/Implementation/IRequests
Provide the following data:
Company ID and Tenant ID (for all access which is needed)
Data Center and Environment
Please note that a detailed description of the process is available in the Implementation Guide for Recruiting Management.
Before you can configure the baseline settings or perform any other tasks, you must request access to the instance from the customer. Typically, a customer creates a specific role that is assigned to consultant during the implementation. Once the project is completed, the role is removed from the system. The request and support path vary based on your role (such as Customer Success or Professional Services) and intended use of the instance (such as demo or live client). In all cases, provide business justification with access requests.