Enable Sharing for Candidates and Jobs
All Textkernel Search and Match setup procedures are available here.
Do the following to enable sharing for candidates and jobs
:
- Go to Setup > Custom Metadata Type > Textkernel Configuration and click on Manage Records.
- Choose Textkernel configuration and in the Sharing section enable these two checkboxes:
- Enter the API
Name of the multi-select picklist fields you created on the contacts
object and job objects in the Candidate sharing field and Job sharing field.
Create a Search Policy
- Go to App Launcher > TK
Portal Search Policies (System Admins only have access to this tab) and click on New.
- Select which Access Roles
you want to enable for contacts and jobs with this policy:
Create a Search Policy Assignment
- After creating a Search Policy record, click on the Related tab on the same record.
- Click on New to create a Search Policy Assignment
record to associate users to the policy you have created.
Assign Permission Set
Assign the Module textkernel user permissions permission set to each user who is using
, if not already assigned.Next Procedure
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