Add Components Related to Searcher Access

All Textkernel External Search setup procedures are available here.

System Administrators access two components for managing Textkernel Search + Match:

  • Textkernel Management: This is for environment credentials and indexing.
  • Textkernel Searcher Access Management: This is to manage searcher access and may have multiple sections if access to external boards is given per user, profile, or group.

A third component needs to be added and accessible to all users:

  • Job Board Credentials Management: This is where each user can enter or change the credentials for external job boards they have access to.

How these components are displayed, labeled, and who has visibility to them is up to the System Administrator. The steps below are for reference.

Create a Textkernel Management Page

Follow these steps if a management page is not already set up:

  1. Go to Setup > Lightning App Builder > New > Create new Lightning Page (App Page).
  2. Enter a Label of TextKernel Management.
  3. Select a page layout with three sections.
  4. On the Edit page, add custom components. The number and type of these can be customized to suit the needs of the Org. The screenshot below includes the following:
    • Textkernel Management custom component in the top section.
    • Textkernel Searcher Access Management custom components on the bottom left (User) and right (Profile). The Searcher Access Management component can show either User, Profile, or Groups using the Row Type dropdown on the right hand side.
  5. Save and activate for System Administrator users only, or other users as required.
  6. Repeat the same steps to add a Lightning Page for the custom component called Job Board Credentials Management. This page should be accessible to all users.

Next Procedure

Configure Textkernel Searcher Access Management